Reports in Entity Tab

The “Reports in Entity Tab” feature allows you to embed specific reports directly as tabs inside an Entity’s record view. This enables users to see record-specific data visualizations and analytics without leaving the details page of the record.

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Step 1: Enable the Report Tab in Entity Settings

To make a report available as a tab inside an entity’s record, you must associate it with the entity using the Studio workspace:

1. Navigate to Studio from the sidebar.
2. Select the target entity (e.g., Soccer Player) from the list.
3. In the entity details drawer, click on the Configurations (or Configuraciones) tab.
4. Locate the Associated Reports select dropdown.
5. Search for and select the report you want to embed (e.g., Player Contract Report 2).
6. Click Save Changes at the bottom of the drawer.

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Step 2: Configure Dynamic Filters in the Report Builder

To ensure the embedded report only displays data relevant to the current record (e.g., only showing contracts for the selected soccer player), you must configure a dynamic query rule in the Report Builder:

1. Go to Settings -> Reports and click Edit on the associated report.
2. In the section editor, click the Gear Icon (pi-cog) in the top right corner of the section header to open the Custom Query config modal.
3. Add a query rule that filters the report’s records based on the entity’s primary identifier:
   • Field: Select the foreign key field that references the parent entity (e.g., soccer_player_id).
   • Operator: Select equals.
   • Value: Use the variable {id} (representing the current record’s ID).
4. Click Close and then save the report.

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Step 3: View the Embedded Report inside the Record Details

Once configured, the report will automatically appear as a dedicated tab inside the record’s details view:

1. Navigate to the entity’s records list page (e.g., Soccer Player).
2. Find the desired record, open its actions menu (...), and select View.
3. In the record details view, click on the new report tab (e.g., Player Contract Report 2).
4. The report will load inside the tab, dynamically filtered to show only the information associated with this specific record.

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Tips & Troubleshooting

Multiple Reports

You can associate more than one report with an entity. Each associated report will render as its own separate tab inside the record details view.

Access & Permissions

For the report tab to be visible to users, their role must have read permissions assigned for both the parent Entity and the associated Report.

Troubleshooting Common Issues

• The report tab is empty or shows incorrect data:
  • Double-check that the Custom Query Rule in Step 2 is using {id} (with curly braces) and not plain text id.
  • Ensure the filter field matches the exact foreign key field name (e.g. soccer_player_id) referencing the parent entity.
  • Verify that there is actually related data associated with the ID of the record you are currently viewing.
• The tab does not appear in the record view:
  • Ensure that the changes in the Studio configuration were saved.
  • Check that your user role has access to the associated report.