The Unified Reports Editor

What this helps you do: Understand the single screen used to create, edit, preview, and share reports, so you always know where to make changes and what to expect.

How it works

Reports 2.0 uses a single, unified editor for both:

  • Creating new reports

  • Editing existing reports

You no longer switch between different screens or modes.
Everything happens in one place, with a live preview that updates as you make changes.

The reports editor layout

The editor is organized into a set of tabs. Each tab controls a specific part of the report.

Filters

Use this tab to define what appears in the report.

  • Calendar reports: meeting-based filters

  • Bill reports: bill-based filters

Changes here affect which meetings or bills are included.

Content & Layout

Use this tab to control how the report looks.

  • Choose which bill fields appear (title, summary, status, sponsors, etc.)

  • Choose which tracking fields appear (priority, position, assignee, labels)

  • Control sorting and organization

  • Toggle options like hiding empty fields

Name & Logo

Use this tab to make the report client-ready.

  • Give the report a clear, recognizable name

  • Upload and position a logo

  • Choose logo size (small, medium, large)

Schedule

Use this tab to automate report delivery.

  • Choose when the report should run

  • Scheduling is optional—you can always run reports on demand

Download / Share

Use this area to export or distribute the report.

  • Download in multiple formats (PDF, Word, Excel, ICS)

  • Save the report to enable sharing

  • Generate public links or embed codes (saved reports only)

This is typically located in the top-right corner of the editor.

Live preview

As you change filters, layout, or formatting:

  • The preview updates immediately

  • You can see exactly how the report will look before downloading or sharing

This eliminates the old save → download → open → repeat loop.

Important things to know

  • There is no separate “edit mode”—creating and editing use the same screen.

  • Unsaved changes trigger a warning if you try to leave the editor.

  • Some options appear only for dynamic reports (like advanced include/exclude filters).

Common questions

Can I see changes before saving the report?
Yes. All changes update the live preview in real time.

Do changes apply immediately to scheduled reports?
Yes. Saved changes affect future scheduled runs.

Why don’t I see certain filters or options?
Some controls only appear for specific report types or for dynamic reports.