Accessing Reports
To access Reports, click on Dashboard.
Creating a Custom Report from a New Report
To create a custom report from a new report:
Click the folder icon at the lower left corner of the Landing Page.
Select Workspaces > BuildOps Dataset SF.
Choose Empty Workbook - Create New Reports.
Click Save As.
Enter a report name, then click Save.
Select a table and search for data sources to begin building your report. Note: If the workbook appears blank and no datasets are visible, ensure you save the report first. Then use the pop-up to add elements (e.g., Layout > Table) to select a data source.
Note: If you don’t see an option to add a metric, ensure you are working inside a Workspace rather than the Dashboard landing page.
Building a Customized Basic Report
To create a custom report, edit an existing Standard Report or Custom Report.
Click the gray box that says Landing Page (upper right corner).
Select any standard report.
Click Save As (lower right corner) to create a new version of the report.
Rename the report.
Saving the Standard Report
Option 1: Save it to "My Documents" (visible only to you).
Option 2: Save it to "Workspace" (viewable by anyone with Dashboard permissions in the company).
Click Edit (lower right corner).
Click the + symbol (lower left corner) to add an additional page.
Click the arrow next to Page 1 to display more options and click Delete.
Note: Any changes made to this report will not overwrite the original dataset because you have saved this as a new document.
Tip: Click the Publish button (lower right corner) regularly to ensure your changes are saved.
Formatting a Report
Selecting Data Sets
Now that you have cleared the report, create a table on Page 2 and select the relevant dataset and columns.
To create a table, click Add Element + (upper left corner next to PAGE OVERVIEW).
Click TABLE.
Click TABLES AND DATASETS.
Search for a dataset by typing in the search box.
Type ‘datasets’ to see a full list of available datasets.
Search for a specific dataset by typing in a keyword.
Click on a dataset to see a preview.
Review the Select Columns options to include or exclude specific data from the report.
Tips:
Double-click Select all to deselect all boxes, then re-check the ones you need.
Always select the Local option instead of UTC.
Click Select (bottom right corner) to add the table.
Editing a Report
Rename the report by clicking the title.
Rename the tab at the bottom of the page by clicking the arrow next to Page 2 → Rename.
Click Publish (lower right corner) to save changes.
Organizing Columns
To rename a column, double-click the column header.
To rearrange columns, drag and drop them.
To adjust column width, click and drag the column header.
Note:
‘Null’ represents an empty field.
Right-click a column header for additional options.
Adding Columns
Click the Show source columns icon (bottom left of the screen).
Select a column to add.
Adding a Custom Column
Right-click the column header and select Add new column.
Rename the column by right-clicking the header.
Use the function bar at the top to apply a function.
Sorting & Formatting Data
Sorting
Right-click a column header.
Use the sort controls for ascending, descending, or custom sorting.
Formatting Dates & Numbers
Right-click a column header → Format → Choose a format.
Grouping Columns
Drag the column header to GROUPINGS - GROUP BY.
To group for calculations, drag a column to CALCULATIONS or click Set aggregate.
Applying Visual Formatting
Click the paintbrush icon (left side of the page).
Modify the report title in the TITLE box.
Enable Wrap column names in TABLE COMPONENTS.
Enable Show banded rows in GRID for better readability.
Use the FONTS section to style headers and cells.
Click Conditional Formatting to apply color rules.
Click Publish to save changes.
Adding Controls
Date Control
Click Add Element + → Scroll to CONTROL ELEMENTS → DATE.
Drag the control element to a desired location.
Click TARGETS → + Add filter target.
Set job-related filters such as 'Open', 'In Progress', or 'Not Yet Invoiced.'
Select a data element.
Select a date range by clicking Completed date.
Text Control
Click Add Element + → CONTROL ELEMENTS → TEXT BOX.
Drag the control to a desired location.
Select an Operator (Equal to, Contains, etc.).
Click TARGETS → + Add filter target.
Select a data source.
Type text into the New Control element.
Creating a Visualization
Click the bar chart icon (upper right corner).
Click Visualization.
Customize using Visualization controls.
Connecting New Charts to Existing Actions
Newly added charts do not automatically inherit existing interactions. To connect a new chart to existing element actions:
Open the report and click Edit.
Select the element that has the action (the source you click on).
Open its Actions panel and add your new chart as a target.
Ensure the matching column/field aligns between the source and the new chart.
Click Publish to save.
Once connected, the new chart will respond to the linked element’s actions.
Viewing a Published Version
Click Editing → Go to published version.
Frequently Asked Questions
Q: Can I wrap text in cells?
Yes, select the column(s) and click Wrap Text at the top.
Q: Can I export my report?
Yes, click Download. Sigma supports CSV, Excel, and PDF exports. Additionally, reports filtered by job status and invoicing criteria can also be exported for documentation or further analysis.
Q: Can I email my report?
Yes, go to Workspaces/My Documents, click the folder icon, and select Schedule Export.
Q: Are my unpublished changes lost if I leave the Dashboard?
No, unpublished changes are saved automatically.
Q: Why does my PDF only print the current view?
Go to Page Overview.
Click Export Formatting → Expand table to first 1k rows.