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orchardcore-report-builder

Skill for the CrestApps Orchard Core Report Builder (CrestApps.OrchardCore.Reports.Builder), the drag-and-drop report designer built on Orchard Core Data Pipelines Core (OrchardCore.DataPipelines.Core). Covers ReportDesign and ReportView, data sets from Orchard Core data sources (IDataSource, RecordDataSource, RecordDataSet, AddDataSource) such as Contents, Users, Queries, ReportViews, Omnichannel, ContactCenter, AIChat and Messaging, joins, calculated fields and formulas, exposed filters, charts and pivots, ReportDesignerPermissions and the owner's-access model, share links with ISharedLinkManager, drafts, versions and SignalR presence, ReportIndexPages, ReportIndexConditions and ReportIndexAggregator for large data, scheduled views, ReportQueryLimits, the ReportDesigns recipe and deployment steps, workflow tasks, and IReportEventHandler. Use this skill when requests mention the Report Builder, designed or custom reports, report views, a report data source, report formulas, or sharing reports.

src/CrestApps.AgentSkills/crestapps-orchardcore/orchardcore-report-builder/SKILL.md

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Oct 21, 2026
License
MIT

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# CrestApps Orchard Core Report Builder

The **Report Builder** feature of the Reports module lets people design reports in the browser: add data sets from any data source, join them (inner, left, right, full), add calculated fields, filter rows or results (and let viewers change chosen filters), group and aggregate, and show tables, charts, headline metrics and pivot tables. Designed reports render through the same renderer and export formats as coded reports (see `orchardcore-reports`), can be pinned to the admin menu, shared with users and roles, and opened through expiring share links.

New in CrestApps.OrchardCore 3.0. The data source contract, the formula language and share links come from Orchard Core 4.0's **Data Pipelines Core** feature (see the `orchardcore-data-sources` and `orchardcore-data-pipelines` skills).

## Feature

| | |
| --- | --- |
| **Feature ID** | `CrestApps.OrchardCore.Reports.Builder` (`ReportsConstants.BuilderFeature`) |
| **Dependencies** | `CrestApps.OrchardCore.Reports`, `OrchardCore.DataPipelines.Core` |
| **Optional integrations** | `OrchardCore.Contents` and `OrchardCore.Queries` (data sources), `OrchardCore.Workflows` and `OrchardCore.Email` (workflow activities, share link emails), `OrchardCore.SignalR` (presence), `OrchardCore.Recipes.Core` and `OrchardCore.Deployment` (recipe and deployment steps), `CrestApps.OrchardCore.Reports.OpenXml` (Excel export) |