Creating Custom Reports in Metabase

To access the reporting environment, simply insert reporting. before your usual Finverity URL.

For example: https://reporting..client_name.scf.com

Enter the credentials provided to you to access the reporting environment.

Click “New” in the top-right corner to begin creating a report.

Select Question. This is the foundational building block in Metabase.

A question is a query that pulls data from one or more tables and can later be turned into a chart, table, or metric.

Pick the dataset you want to query.

Example: Instruments, which stores all invoices, purchase orders, and loans uploaded to the system.

Use the query builder options to filter, calculate, and format data.

You can:

• Add or remove columns

• Define calculations

• Apply conditions (filters)

Click the Join icon to merge data from related tables.

This lets you include fields (e.g., Buyer name, Payment status) from other datasets.

Use Custom Columns to create new calculated fields from existing data.

Examples:

• Calculate payment delay = Payment Date – Due Date

• Compute margin = Revenue – Cost

Apply filters to limit the dataset.

Examples:

• Date range (e.g., “Last 30 days”)

• Buyer or Seller name

• Transaction status

Click Summarise to calculate aggregated data.

Common summaries include:

• Sum: Total invoice value

• Count: Number of transactions

• Average: Average funding amount

Use Sort to organise results (ascending or descending). This improves readability and helps surface trends, such as highest-value invoices.

If you need more control, click “Convert to SQL” to view or edit the query directly.

You can:

• Adjust advanced filters

• Use aggregate or conditional logic

• Create joins not available in the visual builder

Be cautious: Switching to SQL disables visual editing for that query.

Click Visualise to display your data in charts or tables.

Metabase automatically suggests a view based on the data type.

After running the query, a results table appears.

Use the Gear icon to:

• Change column order or visibility

• Adjust formatting

• Rename columns for clarity

Click Add/Remove Columns to simplify the view. Focus on only the most relevant data points.

Highlight key metrics visually.

Example:

• Cells in red if “Overdue Days” > 10

• Cells in green for “Paid” status

Click Visualisation to change how data is presented. Options include different chart types and styles, allowing you to present data in a format that best conveys your insights.

Choose the best fit for your data:

• Bar Chart: Compare values across categories

• Line Chart: Show trends over time

• Pie Chart: Display proportions

• Table: Best for detailed transactional data

Click Done to apply and save your visualisation settings.

You can add more filters, conditions, or calculated fields to make the report more insightful.

Tip: Keep reports modular — simpler queries run faster and are easier to maintain.

Click Save in the top-right corner.

Enter a Name and select a Collection (folder) to store it.

Collections help you organise reports by theme (e.g., “Operations”, “Finance”, “Performance”).

Click Save again to confirm. Your new report will now appear in the selected collection.

You can now add your report to an existing or new dashboard.

Dashboards group multiple questions and visualisations into one view.