BladeFX Documentation

This guide provides a comprehensive overview of the Reports module in Blade-FX. It explains how users can access, create, manage, organize, and analyze reports across the platform. The documentation is structured to help both operational users and administrators understand how to leverage Blade-FX reporting capabilities efficiently, including filtering, categorization, and best-practice usage patterns for enterprise environments.

To begin working with reports in Blade-FX, log in to the application and locate the left-hand navigation sidebar. From the available modules, select Reports.

Once selected, the main application workspace updates to display the Reports overview screen, which contains a list of all reports available to your user role. This screen acts as the central hub for report execution, exploration, and administration.

The Reports module is designed to be highly scalable, supporting anything from a handful of dashboards to hundreds of operational and analytical reports across multiple business domains.

The Reports overview screen provides a structured and searchable list of all reports accessible to the user.

Each report entry typically displays:

• Report name

• Assigned category

• Creation or last modified date

• Author or owner

• Execution status (if applicable)

Users can scroll, search, or filter this list to quickly locate a specific report. The interface is optimized for large datasets, ensuring that even organizations with extensive reporting libraries can navigate efficiently without performance issues.

To execute a report, simply click on the report name from the list.

Once selected:

• The report opens in the main workspace.

• Input parameters (if defined) will be displayed at the top.

• The system automatically loads and renders the dataset.

Depending on the report type, the output may be shown as:

• Tables

• Charts

• KPIs

• Dashboards

• Combined visual layouts

Reports can be refreshed at any time to ensure up-to-date data, especially for operational monitoring use cases such as logistics performance, sales trends, or financial summaries.

Creating a new report allows administrators and power users to define custom analytics views.

1. Navigate to the Reports module.

2. Click the ➕ Add new report button.

3. Provide the required metadata:

   • Report name

   • Category

   • Data source

   • Description (recommended for maintainability)

4. Define the report logic:

   • SQL queries

   • API integrations

   • Data mappings

   • Calculated fields

5. Save the report configuration.

Once saved, the report becomes immediately available to all users with sufficient permissions.

Reports can be updated as business requirements evolve.

1. Locate the report in the Reports list.

2. Right-click or open the context menu.

3. Select Edit report.

4. Modify any of the following:

   • Data logic

   • Filters

   • Visual layout

   • Metadata

5. Save changes to publish the updated version.

Versioning practices are recommended in enterprise environments to track report evolution and prevent accidental data misinterpretation.

To remove a report permanently:

1. Right-click the report name.

2. Select Remove.

3. Confirm deletion.

Once deleted, the report is no longer accessible and cannot be restored unless backed up externally.

• Blade-FX provides powerful tools for managing large report libraries.

  Users can:

  • Use the search bar to find reports by name.

  • Filter by category.

  • Sort by date, owner, or usage frequency.

  This is especially useful in enterprise deployments where hundreds of reports exist across departments.

Reports can be grouped into categories for logical structuring.

For example:

• Sales

  • Monthly Revenue

  • Regional Performance

• Operations

  • Warehouse KPIs

  • Delivery Times

• Finance

  • Cash Flow

  • Budget Forecasts

Using categories improves discoverability and reduces cognitive load for end users.

Naming Conventions

Use clear, descriptive names:

❌ Report_01
✅ Daily werhouse Throughput

Documentation

Always fill in the description field explaining:

• Purpose

• Data source

• Update frequency

• Business owner

This prevents knowledge loss over time.

Category Design

Avoid deep nesting beyond 3 levels.
Prefer:

Instead of:

Performance Optimization

For large datasets:

• Use indexed fields.

• Avoid unnecessary joins.

• Pre-aggregate metrics where possible.

Operational Monitoring

Real-time dashboards tracking warehouse throughput, delivery times, or system performance.

Executive Reporting

High-level KPI dashboards for leadership.

Financial Analysis

Revenue trends, cost breakdowns, and profitability metrics.

Compliance & Auditing

Historical logs, user activity, and transactional records.

Blade-FX supports role-based access control:

• Reports can be hidden from unauthorized users.

• Sensitive financial data can be restricted.

• Audit logs track who modified which report.

This makes Blade-FX suitable for regulated industries and corporate environments.

For companies with 50+ reports:

• Introduce report owners

• Maintain a report registry

• Schedule quarterly cleanup

• Archive unused reports

This keeps the reporting layer healthy and sustainable.

To ensure long-term success:

• Standardize categories early.

• Document business logic.

• Train analysts.

• Use consistent data sources.

Blade-FX is designed to scale from startup dashboards to enterprise BI platforms without architectural changes.