Report Builder
Introduction
Report Builder is the in-platform tool for creating professional, data-driven client reports — without leaving Reluna. Compose reports slide by slide on a landscape A4 canvas, pull live data from Portfolio Positions or Transactions, and export a polished PDF in minutes.
This guide walks you through every step: creating a report, configuring widgets, adjusting data, managing headers and footers, and exporting your final PDF.
Report Builder is available from the Reports section in the main navigation menu.
Permission Requirement
Name on Platform | Permission ID | Permission Level |
|---|---|---|
Reports |
| View, Create, Modify, Delete |
Getting Started
Opening Report Builder
Navigate to Reports in the main menu. The Reports List is your home page - it shows all reports you have created, along with their linked portfolio, reporting period, and last modified date.
Creating a New Report
Click+ New Report in the top-right corner.
Enter a Report Name.
Select a Portfolio from the dropdown.
Set thePeriod- choose a start date and end date.
Click Create. The editor opens with one blank slide.
Required before adding data widgets
Portfolio and Period must be set before you can add charts or data tables. Text blocks and image blocks can be added at any time.
Managing Reports from the List
Action | How |
|---|---|
Open | Click the report name or the open icon on the row |
Rename | Click the report name inline to edit it |
Duplicate | Click the duplicate icon - creates an independent copy |
Delete | Click the delete icon - permanently removes the report |
Editor Layout
The editor consists of three areas:
Slide Panel (left) — thumbnails of all slides; click to navigate, drag to reorder.
Canvas Area (centre) — the active slide in landscape A4 format; drag and resize widgets freely.
Widget Toolbar (bottom) — add widgets: + Chart + Table + Text + Image; zoom controls on the right.
The top bar shows the report name (editable inline) and the Save and Export buttons.
Managing Slides
Action | How |
|---|---|
Add slide | Click + Add at the bottom of the Slide Panel |
Duplicate slide | Right-click a slide thumbnail → Duplicate |
Reorder slides | Drag a thumbnail to a new position in the Slide Panel |
Delete slide | Right-click a slide thumbnail → Delete |
Adding & Configuring Widgets
Click any button in the widget toolbar to add a widget to the active slide. All widgets can be freely repositioned and resized on the canvas.
Charts (Pie & Bar)
Click+ Chartin the toolbar — a placeholder appears on the canvas.
In the widget panel, selectChart Type:PieorBar.
SelectData Source:Portfolio PositionsorPortfolio Transactions.
SetMeasure(the value to plot),Grouped By(dimension), andAggregation(Sum).
ApplyFiltersif needed — for example,Asset Type is EQUITIES.
The chart renders inreal time— no save step is required.
Adjust styling: title, legend position, labels, values, colour palette, and number format.
The chart updates immediately with every setting change. If a filter produces no matching data, a clear error message appears inside the widget.
Chart Styling Options
Option | Values |
|---|---|
Title | Free text |
Legend | Show / Hide · Position: Top, Bottom, Left, Right |
Labels | Show / Hide |
Values | Show / Hide |
Colour palette | Default · Dark · Light |
Number format | Configurable |
Sort | Ascending · Descending · None |
Data Tables (Connected to Portfolio Data)
Click+ Table→ selectData Table.
ChooseData Source:PositionsorTransactions.
Use thecolumn search boxto find fields by name. Select columns and arrange them usingMove Up/Move Down. UseAdd AllorRemove Allas needed.
ConfigureSort(column + Ascending / Descending) andFilters.
The table renders in real time with column headers (legends).
⚠️ Table overflow
If the table exceeds the slide canvas, the system warns you. You can: split into multiple slides (linked), adjust filters, or manually delete rows or columns on the rendered table.
Manual Table (No Data Source)
Click + Table → Manual Table to create a fully custom table from scratch. Add and remove rows and columns, type values inline, and rearrange content freely. Styling options are the same as data-connected tables.
Text Block
Click + Text to add a rich text block. The inline editor supports:
Bold, italic, headings, bulleted and numbered lists
Font family, size, and colour
Text alignment and background colour
Image Block
Click + Image to upload a file. Supported formats: PNG, JPG, SVG.
Option | Values |
|---|---|
Fit | Contain · Cover · Stretch |
Alignment | Left · Centre · Right |
Border radius | Configurable (for rounded corners) |
Data Source Fields
Two data sources are available in V1, each with a fixed list of fields.
Portfolio Positions
Field | Description |
|---|---|
Instrument Name | Name of the held instrument |
Asset Type | Top-level asset classification (e.g. EQUITIES, BONDS) |
Asset Subtype | Secondary classification |
Currency | Position currency |
Quantity | Number of units held |
Purchase Price | Average purchase price |
Market Price | Current market price |
Value Base CCY | Market value in portfolio base currency |
PnL Base CCY | Unrealised profit & loss in base currency |
Total PnL Base CCY % | PnL as a percentage |
Weight % | Position weight in the portfolio |
Sector | Industry sector |
Region | Geographic region |
Country of Risk | Country of primary risk exposure |
FX | FX rate applied |
Realized Closed PnL | Realised PnL from closed positions |
Portfolio Transactions
Field | Description |
|---|---|
Trade Date | Date the trade was executed |
Value Date | Settlement date |
Type | Transaction type |
Subtype | Transaction subtype |
Instrument | Traded instrument |
Quantity | Number of units transacted |
Price | Transaction price per unit |
Value | Gross transaction value |
Commission | Brokerage commission |
Accrued | Accrued interest |
Net Amount | Net settlement amount |
Net Amount PF CCY | Net amount in portfolio base currency |
Currency | Transaction currency |
Description | Free-text transaction description |
Editing Data on Widgets
You can fine-tune the data shown on any rendered chart or table directly on the canvas — without modifying the underlying data source.
Widget | What you can edit |
|---|---|
Charts | Edit individual data point values directly on the rendered chart |
Data Tables | Edit cell values, delete individual rows, delete columns |
Manual Tables | Edit any cell, add or remove rows and columns |
Manual edits are preserved
All data corrections you make on widgets are saved with the report and included in the exported PDF. They are not overwritten by automatic data refresh unless you explicitly reset the widget.
Headers & Footers
Headers and footers can be configured globally (applied to all slides by default) or overridden on individual slides.
Global Settings
ClickHeader / Footerin the toolbar or report settings.
ConfigureLeft,Centre, andRightzones for both the header and footer.
Available content: company logo, report name, portfolio name, period dates, page numbers, generation date.
ClickApply to All Pagesto set as the default for the entire report.
Per-Page Override
To customise a specific slide, select it in the Slide Panel and click Override Header / Footer. Any changes apply to that slide only. You can also hide the header or footer entirely on a slide — useful for cover slides.
Per-page settings always take priority over the global configuration. Global settings serve as the default for any slide without an override.
Validation & Error Handling
Widget Fit Validation
As you resize or place a widget, the editor continuously checks whether it fits within the slide canvas. If a widget overflows the available space, a visual warning highlights it. Adjust the widget's size or position before exporting.
Data Availability Errors
If a data source returns no results, the widget shows a clear message instead of a blank view:
Message | Recommended Action |
|---|---|
"No data available for selected configuration" | Adjust your filters or change the reporting period |
"Too many categories for a readable chart" | Apply a filter to reduce the number of grouped values |
Table overflow warning | Split across slides, adjust filters, or delete rows/columns on the rendered table |
Saving & Exporting
Saving a Report
Click Save in the top bar at any time. The saved report appears in the Reports List with an updated Last Modified date and can be reopened for further editing.
Widget configurations render in real time during editing, but the report is only saved when you click Save. Unsaved changes will be lost if you navigate away.
PDF Preview
Click Preview to open the PDF preview page. The preview renders every slide exactly as it will appear in the exported file - including headers, footers, and any manual data corrections. Use ← Back to Editor to return and make adjustments.
Exporting as PDF
Click Export PDF in the top toolbar.
Configure export options in the dialog.
Click Export - the PDF downloads automatically.
Export Option | Values |
|---|---|
Include page numbers | On / Off |
Include generation date | On / Off |
Quality | High · Standard |
The export produces one slide per page in landscape A4 format. All manual data corrections made on widgets are preserved in the output.