Introduction to Custom Reports

Overview

The Custom Reports gadget is a powerful new feature in Dashboard Hub that enables you to integrate data from any product with a REST API into your dashboards. Unlike traditional gadgets tied to predefined datasources (Learn about Datasources), Custom Reports removes these limitations, allowing you to create highly tailored reports by fetching data from virtually any external API.

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Key Features

1. Flexible Data Integration: Connect to APIs beyond the existing integrations provided by Dashboard Hub. Fetch data from external systems like open APIs or internal services, using REST API calls.

2. Customizable Gadgets: Define every detail of the gadget's user interface with a descriptor file in JSON5 format. This includes layout, colors, and data presentation (text, tables, charts).

3. Advanced Security: Authenticate securely using methods like Basic Authentication, Bearer Tokens, or API Keys, ensuring reliable and safe data access, while maintaining best practices.

4. Powerful Data Contexts: Combine data from multiple endpoints into a unified context. Query, filter, and visualize this data within the gadget using JSONata.

5. Reusable Reports: Save and export reports as JSON files, to share designs, integrations or collaborate on custom new visualizations.

What is a REST API-based report?

REST API-based reports retrieve data directly from external systems using REST APIs. These reports allow users to define API endpoints, parameters, and filters to fetch specific data. This data is then transformed into visual reports, such as charts or tables, within the dashboard. REST API-based reports are ideal for integrating data from products like monday.com, Jira, GitHub, GitLab, Zendesk, custom CRM or ERP systems or other platforms, enabling centralized analysis and reporting.

Example Use Cases

• Simple Reports: Display data from public APIs, such as weather or news updates, and display it on your dashboard.

• Advanced Reports: Connect to authenticated APIs and create reports with combined data from multiple endpoints, using variables and filters for granular insights.

Custom Reports empower you to break data silos, creating dashboards that integrate information from any source with full control over presentation and functionality.

See also