Report Builder — Building a Report

This is the report itself. The toolbar above the table is where you shape it: choose columns, apply filters, set the sort, then save, share, or export.

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 in the drawer is the order in the table.
A brand-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 these may include:

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 Save stays disabled.

If a filter you set isn't supported by this report type, Routy applies the rest 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

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 it 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.

To rename a preset without touching its setup, use the pencil / Edit next to the report name.

Heads up: if you leave with unsaved changes, Routy warns you first.

Share gives you a link that opens this exact view — same columns, filters, and sort. It captures the report as it is on your screen right now, including unsaved changes, so save first if you want a stable version.
Download exports the current report using the columns and filters you have applied. You need at least one column selected.

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 no matching rows, widen the date range or clear some filters.

"Save is greyed out"

Either nothing has changed yet, or a mandatory filter is missing a value. On a brand-new report, Save also stays disabled until you've selected columns.

"I can't edit this preset"

It's a Default (system) preset — read-only. Use Save as my own to get an editable copy.

"Some of my filters didn't apply"

This report type doesn't support filtering by those columns. Routy applies everything it can and lists what it dropped.

"Big reports feel slow to load"

Large result sets stream in as you scroll the table — give it a moment near the bottom.