> For the complete documentation index, see [llms.txt](https://portf-1.gitbook.io/portf-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf-1.gitbook.io/portf-docs/user-guide/reports.md).

# Reports

**Create customised reports through multiple flexible methods, depending on your technical expertise and reporting needs:**

* **SQL Editor**\
  Write and execute custom SQL queries to build highly tailored reports, enabling full control over data selection, filtering, and transformations.
* **PDF Report Builder**\
  Design presentation-ready reports using a drag-and-drop interface. Users can easily arrange charts, tables, and key metrics, with seamless export to PDF for sharing and stakeholder communication.
* **Visual Query Builder**\
  Create reports without coding by selecting specific data fields and filters. The system automatically generates structured tables and visualisations instantly.

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### Creating  a PDF Report

{% @arcade/embed flowId="O9TE5gko5E54I7i3NtBt" url="<https://app.arcade.software/share/O9TE5gko5E54I7i3NtBt>" %}

{% hint style="info" %}
Ensure company KPIs are kept up to date when adding components, to maintain accurate and reliable performance insights.
{% endhint %}

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### Visual Query Builder

{% @arcade/embed flowId="yfjzqqh4ph0KjGBzcUr7" url="<https://app.arcade.software/share/yfjzqqh4ph0KjGBzcUr7>" %}

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Last updated 1 month ago