Fintra Feature
Any metric, any dimension, one builder
What the report builder does
Most reporting tools give you a fixed set of reports and a wall when you want something else. Fintra’s builder is spec-driven: you choose the metrics, the dimensions to group by, the filters, the chart type, and whether to compare periods, and it computes a chart-ready payload of columns, rows, series, and totals from the live ledger.
- A spec of metrics, dimensions, filters, chart type, and compare
- Chart-ready output: columns, rows, series, and totals
- 2-D pivots (crosstabs) when you group by two dimensions
- Deterministic: same spec and facts, same report every time
Reports as specs
| Part | Example |
|---|---|
| Metrics | Revenue, gross margin, AR balance |
| Dimensions | Department, region, customer, month |
| Filters | This quarter, one location, a customer segment |
| Chart type | Bar, line, or table |
| Compare | Period-over-period or plan-vs-actual |
Pivot without a spreadsheet
Scoped and reproducible
- Role scoping at the data layer keeps reports within permissions
- Fact sources fail soft, so a missing source yields empty, not an error
- The pure builder core makes every report reproducible
- Saved reports read the live ledger, so they stay current
Questions people ask
How does the custom report builder work?
You give it a spec (which metrics to show, which dimensions to group by, which filters to apply, the chart type, and whether to compare) and it resolves that against live ledger facts into a chart-ready payload of columns, rows, series, and totals. The core is deterministic, so the same spec always yields the same report.
Can I build a pivot table?
Yes. When you group by two dimensions, the builder produces a 2-D pivot (crosstab), for example revenue by region and month, computed from the ledger. You get the pivot without maintaining a spreadsheet formula.
Do custom reports stay up to date?
Yes. A saved report is a spec that reads the live ledger, so it recomputes from current facts each time rather than freezing a snapshot. Your saved views reflect the latest transactions automatically.
Are custom reports permission-aware?
Yes. Role scoping is applied at the data source, so a custom report only ever aggregates the facts the current user is allowed to see. The builder itself does not need to know about tenancy: it works on the pre-scoped facts.
Keep reading
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