Custom Reports

Build, save, schedule, and share professional engineering reports combining any Koalr metrics — export as PDF, share a public link, or post to Slack automatically.

The Reports module (/reports) lets you assemble any combination of Koalr metrics into a shareable, schedulable document. Build a weekly engineering pulse, a sprint review for your VP, or a monthly executive summary — then export it as a PDF, share a live link, or have it posted to Slack automatically.

Quick start with templates

Rather than building from scratch, start with a pre-built template from the gallery at /reports:

Template	Best for
Engineering Pulse	Weekly DORA + PR cycle time + throughput + review health
Sprint Review	Velocity, completed issues, PR size distribution, cycle time trend
Team Health	Well-being pillars, focus time, burnout signals, onboarding velocity
AI Impact	Copilot adoption, acceptance rate, cycle time correlation, Cursor spend
Executive Summary	DORA tier, lead time, deployment frequency, change failure rate, MTTR
Code Quality	Coverage trend, rework rate, technical debt, review consistency
Delivery Status	Forecasting P50/P85 dates, at-risk PRs, backlog trend

Click any template → Use template → the builder opens pre-populated. Adjust date range, team filter, and section order, then save.

Report Builder (`/reports/builder`)

The builder lets you compose a report from individual sections:

Section types

Type	Description
Metric grid	2–4 KPI tiles in a row (e.g., Deploy frequency, Lead time, CFR, MTTR)
Trend chart	Line chart for any single metric over time
Bar chart	Comparison chart (by team, by developer, by repo)
Table	Sortable data table (e.g., at-risk PRs, top reviewers, coverage by repo)
Text / Markdown	Free-text section for context, headings, or annotations

Global report settings

Name — displayed in the PDF header and the reports list
Date range — relative (last 7/14/30/90 days) or absolute date range
Team filter — scope all sections to a specific team, or leave blank for org-wide

Building sections

Click + Add section in the builder sidebar.
Choose section type and configure the metric or data source.
Drag sections to reorder.
Click Preview to see the rendered output with live data.
Click Save report to store the configuration.

Saved reports appear in your reports list at /reports. The report definition (not the data) is saved — each time you run it, fresh data is fetched.

Running a report

From the reports list, click Run now on any saved report. Koalr fetches current data for all sections and opens the report view at /reports/[id].

The report view is a full-page professional layout suitable for screenshots or direct sharing. From there you can:

Export PDF — download an A4 PDF with Koalr branding, charts rendered as vectors
Export CSV — raw data tables for each metric section (engineering leads often want this for further analysis)
Share — generate a shareable link

Private link

A UUID-based URL (/reports/view/[token]) that requires Koalr login to view. Share with colleagues who have Koalr accounts.

Public link

A no-auth read-only snapshot link, with an optional expiry:

24 hours — for ad-hoc sharing in a meeting
7 days — for weekly stakeholder updates
30 days — for monthly reporting cycles
Never — permanent public link (use carefully)

Public link recipients see a read-only rendered report. They cannot access any other part of Koalr.

Slack post

From the share menu, post the report summary to any connected Slack channel. The Slack message includes key metric highlights as text and a PDF attachment.

Prerequisite: The Slack integration must be connected at Integrations → Slack.

Scheduling

Configure a report to run automatically on a schedule:

Open the report → Schedule.
Choose frequency: Daily, Weekly (pick day of week), or Monthly (pick day of month).
Choose delivery: email addresses, Slack channel, or both.
Save schedule.

Scheduled reports generate at 8 AM in your organization's configured timezone. If a report fails to generate (e.g., an integration is disconnected), you receive an email alert.

PDF export

The PDF export produces a polished A4 document:

Header: Koalr logo, report name, date range, team filter
Sections: Each section renders with its chart or table, followed by the section title
Footer: Generated timestamp, organization name, page numbers
Charts: SVG-based vector rendering — crisp at any print resolution

PDF generation is server-side and typically completes in 5–10 seconds for reports with up to 10 sections.

Permissions

Building and saving reports: All users (Member and above)
Scheduling and Slack delivery: Admin and above
Generating public links: Admin and above
Viewing shared reports (private link): Any Koalr user in the same org
Viewing public links: Anyone with the link (no login required)