Report Builder
Report Builder is where you turn Routy's data into exactly the report you need. Instead of a handful of fixed reports, you pick the columns, apply the filters, sort it, and save that setup as a preset you can reuse, share, or tweak later.
The idea
There's no single "the report". A report is just a combination of three things you control:
- Columns — what you want to see (dates, brands, clicks, FTDs, commission, etc.)
- Filters — which slice of data you want (a date range, specific accounts, brands, countries…)
- Sorting — the order rows appear in
Save that combination and it becomes a preset. Open the preset any time and it rebuilds the report with the latest data.
How it's structured
You move through three levels:
A breadcrumb at the top always shows where you are, so you can step back up at any time.
Presets
A preset is a saved report setup. Every preset belongs to one report type and carries its own columns, filters, and sort order.
Preset scopes
Each preset has a scope badge that tells you who it belongs to:
Starting a report
- Open an existing preset — loads it ready to view or adjust.
- Start from scratch — opens a blank "Your New Report" with no columns or filters yet.
If a report type has no presets at all, Routy drops you straight into a new report.
Building / editing a report
Inside a report you have a toolbar above the table that controls everything.
Columns
Open the Columns drawer (the button shows selected / total, e.g. 6/24).
- Tick the columns you want; untick the ones you don't.
- Reorder them — the order here is the order in the table.
- A new report starts empty and shows a "Select the data you want to see" prompt. Click Build Report for the guided setup (Columns step → Filters step).
- There are limits on how many columns (and how many of each kind — dimensions vs. facts) a report can have. Routy tells you if you go over.
Filters
Narrow the data with the filter controls. Depending on the report type you may have:
Date range · Account · Program · Brand · Brand Link · Link Type · Traffic Source · Country · Region · Conversion Type · Currency.
Mandatory filters. Some filters are required for the report to make sense (a date range, for example). You can change a mandatory filter but you can't clear it — if you try, it snaps back to its default. Until every mandatory filter has a value, the report can't run and saving is disabled.
If a filter you set isn't supported by the report type, Routy applies the rest of the report and tells you which filters were dropped.
Sorting
Click any sortable column header to sort by it. Click again to reverse, once more to remove the sort. One sort at a time.
Saving your work
The Save button changes label depending on what you're working with:
- Save as preset — for a new report. Give it a name, choose Public (Account scope) or Private, and pick who can edit it.
- Save changes — for one of your own presets. Update the current preset in place, or save your changes as a brand-new preset.
- Save as my own — for a system Default preset. Since defaults are read-only, this makes an editable copy.
Heads up: if you leave a report with unsaved changes, Routy warns you first. Save (or knowingly discard) before you leave.
To rename a preset without touching its setup, use the pencil / Edit next to the report name.
Sharing a report
Use the Share button to get a link. Anyone you send it to (with access to your account) opens the exact same view — same columns, filters, and sort.
The link captures the report as it currently is on your screen, including unsaved changes. If you want them to see a stable version, save first.
Exporting
Click Download to export the current report. Routy generates the file from the columns and filters you currently have applied. You need at least one column selected to export.
Good to know
- Presets are reusable, not snapshots. Opening a preset re-runs it against current data — you always see the latest numbers.
- The URL holds your state. Reloading restores your columns, filters, and sort. That's also why a shared link works.
- Start from a Default, then make it yours. The fastest route to a good report is to open a Default preset, adjust it, and Save as my own.
- Mandatory filters gate everything. If the table won't load or Save is greyed out, check that every required filter has a value.
- Big reports load as you scroll. Large result sets stream in while you scroll the table.
Common questions
"The table is empty / won't load"
Check your mandatory filters first — if one is missing a value the report can't run. If filters are fine but there are genuinely no matching rows, widen the date range or clear some filters.
"Save is greyed out"
Either you haven't changed anything yet, or a mandatory filter is missing a value. Saving is also disabled on a brand-new report until you've selected columns.
"I can't edit this preset"
It's a Default (system) preset — those are read-only. Use Save as my own to get an editable copy.
"Some of my filters didn't apply"
That report type doesn't support filtering by those columns. Routy applies everything it can and lists what it dropped.
"I shared a link but my teammate sees something different"
The share link includes unsaved changes from your screen at the moment you copied it. Save the preset and re-share.