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Purpose

The Report Builder page allows customers to edit an existing scheduled report. Here, they can modify which charts are included, adjust shared filters, rearrange the report layout, and turn competitor comparisons on or off. They can also access the report’s settings to change its name, delivery schedule, and recipients, or manually trigger an immediate send to all configured recipients.

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What’s on the page

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Page header

  • Page Title: Displays “Edit {report name}”.
  • Action buttons: Includes buttons for Settings and Send now. If a recent chart edit failed to save, a Retry save button appears.

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Chart palette (left sidebar)

  • Chart types: A list of supported dashboard charts (e.g., Share of Voice, Mention Rate, Citation Rate, Attributed Citations Growth, Positive Brand Traits, Negative Brand Traits, Position over Time). Each has a toggle switch to include or remove it from the report.
  • Miscellaneous: Contains a Competitor lines toggle. Turning this on adds a competitor-average comparison line to any supported charts in the report.

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Report filter bar

  • Shared Filters: A filter bar similar to the main dashboard. Adding filters here (like models, prompt status, competitors, personas, locations) applies them to every chart in the report.
  • Saved views: A dropdown that allows users to quickly apply an existing saved filter view to the report.
  • Clear All: Appears when filters are active to quickly remove them.
  • Note: If individual charts in the report have divergent filters configured, the shared filter bar is replaced by a message: “Charts have individual saved filters. Shared filter editing is disabled to avoid overwriting them.”

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Report canvas

  • Chart Cards: A grid displaying a live preview of each chart currently added to the report. The charts reflect the chosen filters and competitor line settings.
  • Empty State: If no charts are selected, a “No charts yet” message appears, instructing the user to switch on chart types in the sidebar.

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Report settings modal (via Settings button)

  • Build / Send Tabs: The modal splits configuration into two steps. The Build step mirrors the chart palette and canvas from the main page. The Send step controls delivery.
  • Name: A text input to rename the report.
  • Frequency: Tabs to select Weekly, Monthly, or Quarterly.
  • Schedule Controls: Dropdowns for Day of week (or Day of month), Delivery time (e.g., 09:00), and Time zone.
  • Delivery method: A dropdown to choose Email, Slack direct message, or Slack channel.
  • Recipients Picker: Depending on the delivery method, an input to Add people by email, Choose channel, or Choose person.
  • Email preview: A side panel displaying a live preview of the actual HTML email that will be delivered, based on the current chart selections.

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Send now dialog (via Send now button)

  • Confirmation: A dialog confirming immediate delivery. It summarizes the number of active eligible recipients and provides a breakdown (e.g., “2 emails, 1 Slack channel”).

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What you can do here

  • Add or remove charts: Toggle switches under Chart types in the left sidebar to add or remove specific charts.
  • Reorder charts: Click and drag the chart preview cards in the main canvas to change the order they appear in the final email.
  • Filter report data: Use the filter bar to apply global filters (like specific models or locations) to the entire report.
  • Apply saved views: Use the saved views dropdown to apply pre-configured dashboard filters. (Note: Unsupported filters like date ranges or text searches are ignored, and a toast will notify you of any skipped filters).
  • Toggle competitor comparisons: Switch Competitor lines on or off in the sidebar.
  • Edit report schedule and recipients: Click Settings, then go to the Send step to change the report’s frequency, time zone, or add/remove recipients.
  • Send the report immediately: Click Send now in the top right to instantly deliver the report to all active recipients.
  • Connect Slack: If no Slack workspace is connected, selecting a Slack delivery method in the settings modal reveals a Connect button that takes you to the integrations page.

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Data shown

  • Chart Previews: Live dashboard data matching the report’s active filters and time period (e.g., the last 7 days for a weekly report).
  • Recipients: The list of configured email addresses and Slack destinations. Visibility depends on permissions: organization admins see everyone, while report creators see only their own email.

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Common workflows

Adding a chart to the report:
  1. Look at the Chart types list in the left sidebar.
  2. Find the chart you want to add (e.g., “Mention Rate”) and toggle its switch on.
  3. The chart preview will instantly appear in the report canvas.
  4. Click and drag the chart card to position it in your preferred order.
Sending a report right now:
  1. Ensure you have finished making any chart or filter edits (the report automatically saves your changes).
  2. Click Send now in the top right corner.
  3. Review the confirmation dialog to see how many people will receive it.
  4. Click Send now in the dialog to dispatch the emails and Slack messages.
Adding a Slack channel recipient:
  1. Click Settings in the top right to open the modal.
  2. Ensure you are on the Send step.
  3. Change the Delivery method to Slack channel.
  4. Use the Choose channel dropdown to select the destination.
  5. Click Schedule to save your changes.

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Empty, loading, and error states

  • Loading: Skeleton placeholders appear for the header actions and large gray boxes appear in the canvas while data loads.
  • Empty canvas: If all charts are toggled off, a “No charts yet” message is displayed with a prompt to enable chart types from the sidebar.
  • Error loading report: If the report has been deleted or the user loses access, a “Report unavailable.” message appears and the user is automatically redirected to the dashboard.
  • Save error: Chart edits save automatically. If a save fails, a red Retry save button appears in the top right.
  • Linked from: The main Reports list page, and occasionally directly from the dashboard after creating a new report.
  • Links to: The Connect button for Slack links to /settings/integrations?provider=slack-reports. If a report fails to load, it redirects to the /olympus dashboard.

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Common support questions

Why is the “Send now” button disabled? The button is disabled if there are no active, eligible recipients configured to receive the report, or if the report is currently saving a recent change to its charts. You can add recipients by clicking Settings. Why can’t I edit the filters at the top of the report? If the charts in this report were configured with their own individual, differing filters, the shared global filter bar is locked. This prevents a global change from accidentally overriding the specific filters you set up for individual charts. Why can’t I add my colleague’s email to the report? Unless you are an Organization Admin, you are only permitted to manage your own personal email subscription for a report. Organization Admins have full access to add any email address or Slack channel. I applied a saved view, but some filters are missing. Why? Reports do not support certain dashboard filters, such as specific date ranges or text-based searches. When you apply a saved view, the report builder automatically skips these unsupported fields and shows a pop-up notice explaining which ones were ignored.