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Guide

Report Studio

Report Studio lets you build a report by choosing what to measure, how to break it down, and what chart to show it in — or start with a template or write SQL.

বাংলায়: Report Studio দিয়ে নিজের মতো রিপোর্ট তৈরি করা যায়। যা পরিমাপ করতে চান (বিক্রয়, অর্ডার), কীভাবে ভাগ করবেন (দিনে, শহরে, পণ্যে), কোন চার্ট দেখাবেন — সব বেছে নিন। অথবা তৈরি টেমপ্লেট থেকে শুরু করুন বা SQL লিখুন।

Where to find it: Sidebar › Reports › the Report Studio tab

What it is

Report Studio is a single-page report builder for any question about your business. You choose your data source (like Sales, Orders or Products), pick metrics (what to measure), add dimensions (how to group it), filter, sort and pick a chart. The report runs instantly as you edit and you can save it for the team.

You can also start with one of 32 ready-made templates, or ask Kyo to write a report, or write SQL directly.

The layout

Report Studio has three parts:

The top shows the report name (editable), a date range picker, a dropdown to choose comparison (no comparison, or the previous period), a Templates menu, and a Save button. An Unsaved badge shows when the report has changed since it was last saved.

The left panel shows the SQL and Ask Kyo tabs. The SQL tab holds a code editor with syntax highlighting. The Ask Kyo tab is a chat where you describe what the report should show. Below is the results: first a chart, then a table of rows.

The right panel (on desktop) shows the builder: sections for Data (which dataset), Metrics (what to measure), Broken down by (how to group), Filters (which rows to keep), and Sort and limit (order and row count). Each section has an Add button that opens a menu.

How a report is defined

A report reads from one dataset (a curated view of your orders, products, sales or expenses) and builds from five parts:

  • Data: which dataset to read from (e.g. Sales, Orders, Products).
  • Metrics: what to measure — one or more numbers like Total sales, Gross profit, Orders, or custom calculations. Most charts need at least one metric.
  • Broken down by: optional dimensions to group the results (Day, City, Courier, Payment method). A line chart groups by time; a ranking groups by text.
  • Filters: optional rows to leave out (e.g. Cancelled orders, or City is Dhaka).
  • Sort and limit: order the results by a column (highest or lowest) and cap the row count.

Once you pick these, the report runs and shows results. Change anything and the results update after a moment.

Templates

Report Studio ships with 32 ready-made templates in eight categories: Sales, Profit, Products, Inventory, Fulfilment, Marketing, Customers, Website. Each template is a complete report you can run as-is or edit. Some templates use the builder; a few use SQL (like Net profit over time).

To open a template, select Templates in the toolbar, search or scroll, and pick one. The template opens as an unsaved draft — you can run it, edit it, and save it under a new name (the original template stays unchanged).

Saved reports

Any report you save is stored for the whole team to find and reuse. It appears in the Saved reports section of the Templates menu. If someone on the team saves a report, it shows up for everyone else (they see when it was last changed, but not who changed it).

When you open a saved report, you can change it and save the changes (which updates it for the team), or select Save as a copy to make your own version.

Date range and comparison

The date range at the top applies to all metrics and filters. When you pick dates, the report reruns with those dates. You can also choose to compare with the previous period to see numbers from the same dates last week, month or quarter — the table adds a column with the delta (how much it changed).

Good to know: The comparison range is calculated from the page's date range. If you pick 1–31 October, the previous period is 1–30 September. Months of different lengths match by date (Oct 15 vs Sep 15).

Build a report with the builder

The builder works on the right side of the screen (on a phone, scroll down).

  1. Select Data and choose a dataset (Sales, Orders, Products, etc.). This is the only required field — the report runs even if you pick nothing else.
  2. Select Add under Metrics and pick one or more things to measure (Total sales, Orders, Gross profit). The report picks a default chart for you.
  3. (Optional) Select Add under Broken down by and pick a dimension (Day, City, Courier, Payment method, Status). This groups the results.
  4. (Optional) Select Add under Filters and pick a column, a condition (is, contains, more than) and a value (e.g. Status is not Cancelled, City contains Dhaka). You can add more than one filter.
  5. (Optional) Under Sort and limit, pick a column to sort by (highest or lowest) and how many rows to show (default is 1,000).
  6. Look at the results. If you want a different chart, scroll down past the table and select the chart type.

All of this updates the report as you go.

Save, copy, share and delete a report

To save the report, check that the report has run (results are showing) and select the Save button. If the report is new, give it a name and select Save. If it's a saved report you've changed, Save updates it for the team.

To save as a copy, open a saved report, change it, select the three-dot More actions menu and choose Save as a copy. This creates a new report with " (copy)" added to the name.

To see all saved reports, select Templates in the toolbar. The Saved reports section lists all reports the team has saved, with the name, description, and when it was last changed.

To delete a saved report, open it, select the three-dot More actions menu, and choose Delete report. A confirmation warns that it's deleted for the whole team and can't be undone.

Careful: Deleting a saved report is irreversible and affects the whole team.

Choose a chart and compare periods

Report Studio can show results as a table, or as a chart. Once the report has run, you can pick the chart type:

  • Table: rows and columns. Use this when you want to read exact numbers or many rows.
  • Trend: a line chart. Shows how a metric changes over time or across an ordered dimension (best for Day, Week or Month).
  • Bars: a bar chart. Shows one or two metrics side by side.
  • Ranking: a ranking chart. Shows items sorted by the metric (best for comparing products or cities).
  • Parts of a whole: a pie or stacked bar. Shows how a metric breaks down (best for Payment method or Status).
  • Single number: a large metric card. Shows one number with its change from the previous period.

For money (sales, profit), the chart shows the values in Taka. For percentages (margin, delivery rate), it shows the %. For ratios like ROAS, it shows the number. The chart legend shows which colour is which metric.

If you pick a metric the report doesn't have, or the rows don't fit the chart (e.g. no time column for a trend), the chart can't draw and says so.

When you compare with the previous period, the table adds a delta column showing how much each number changed (as a number or %). The Single number card shows the delta below the main figure.

Export report results as CSV

After the report runs, select the three-dot More actions menu and choose Export CSV. This downloads all the rows the report shows (up to 2,000 rows) with the same columns and order as the table. The file is named after the report and date range (e.g. sales-over-time-2026-09-01-to-2026-09-30.csv).

The CSV is ready to open in Excel or Google Sheets. All text is UTF-8 encoded and special characters (quotes, commas) are escaped so they read correctly.

Other ways people ask this

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Checked against the product on 2026-10-02.