Create a custom report

What is a Custom Report?

On Amalia, you can create reports by flexibly combining data from statement calculations, directory and other sources.

With any report on Amalia, you can:

  1. view and manipulate it directly (join, search, filter, sort, reorder)
  2. share it with others
  3. export it as a .csv file
  4. access it through API
Create your first report

Welcome to the Amalia Report Creation Guide! This guide will take you on an exciting journey to create, personalize, and make the most of reports in Amalia. Reports let you visualize, share, and even spice up data from the calculation engine – think payments, statements, and more! Plus, you can tap into your directory and upcoming data sources for a complete reporting adventure.

For detailed instructions, please refer to the video:

Data models and joins

You have the possibility to create a report on those different objects, and link them using the "Configure Joins" modal by following the arrows in this data model.

Imagine your data as pieces of a puzzle spread across different tables. When you join these tables, it's like combining puzzle pieces to create a bigger picture. So, if you need extra info from another "table", you can join it with your original data, giving you a complete view for better insights. This is particularly helpful when you want to combine different sets of data to get a richer understanding of your information.


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