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Navigate the catalogs

Written by Alvys Admin

Summary

Custom Reports is built on two catalogs. They're the starting point for everything you'll do here — most of what you'd want to build is already in one of them, so it pays to understand what's inside each.

  • The Analytics Catalog is the raw material: metrics, facts, and attributes you combine to make a chart.

  • The Visualizations catalog is your team's shared library of saved charts, KPIs, and tables, ready to drop onto a dashboard.

The Analytics Catalog

The Analytics Catalog lives in the left panel of the Report Designer. Every chart and KPI in Reports is built from items in this catalog — you drag them into the bucket drop zones in the Configuration panel, and the canvas renders the result.

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What's inside

The Analytics Catalog has three kinds of items.

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Metrics — already-computed numbers

A metric is a formula that's already wired up for you. Drop one into the Metrics bucket and the canvas renders a number, a KPI, or a chart series. Most dashboard tiles only ever need a metric.

Examples from your tenant's catalog:

  • Load Count

  • Trip Count

  • Trips Completed

  • Total Revenue

  • Total Carrier Cost

  • Active Drivers

  • On-Time Delivery %

  • On-Time Pickup %

  • Average Delivery Delay

  • Margin per Load

  • Gross Margin %

  • Loaded Miles

  • Empty Miles

Facts — raw numeric columns

A fact is the underlying numeric column from your data — the raw value before any formula wraps it. Facts are mainly used inside MAQL formulas, where you wrap them with an aggregation like SUM({fact/...}).

Examples of the kind of thing a fact represents:

  • The dollar amount on each load

  • The carrier cost on each load

  • The mile count on each trip

  • The late minutes on each trip

  • The count of stops on a trip

If you're not writing MAQL, you'll rarely touch facts directly. Most users live in metrics and attributes.

Attributes — the "by what" of a question

An attribute is a category — the dimension you slice a number by. "Revenue by customer", "load count by month", "margin by lane".

Drop attributes into the View by, Rows, Columns, or Stack by buckets, or onto the filter bar.

Examples from your tenant's catalog:

  • Customer

  • Carrier

  • Driver

  • Lane

  • Subsidiary

  • Equipment Type

  • Load Status

  • Trip Picked Up At (date attribute)

  • Trip Created At (date attribute)

  • Trip Delivered At (date attribute)

  • Load Invoiced At (date attribute)

Date attributes are still attributes, but you can group them by Month, Quarter, Year, etc. using the Group by option on the bucket chip after you drop one in.

How to find what you need

Type a business word in the search box at the top of the Analytics Catalog panel — Revenue, Customer, Lane, On-Time, Margin. The panel filters as you type.

When two items share a similar name (for example Revenue and Total Revenue), prefer the simpler one and let dashboard filters do the slicing.

The Visualizations catalog

💡 Think of a visualization as a widget you drop onto a dashboard — a single chart, KPI tile, table, or map. One question per widget. The Visualizations catalog is your shelf of ready-to-use widgets.

The Visualizations catalog is your team's shared library of finished charts — KPIs, trends, tables, breakdowns — that someone has already built and saved.

It's separate from the Analytics Catalog: instead of raw building blocks, it contains complete visualizations you drop straight onto a dashboard.

You'll meet it in two places:

Left panel of the Dashboard editor — when you're assembling a dashboard, search here and drag finished tiles onto the grid.

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The Designer's Open dialog — when you want to load and tweak an existing visualization rather than build a new one.

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What's inside

Your tenant ships with a rich library of Alvys-curated visualizations covering the questions most teams ask. A sample from your catalog:

  • Total Revenue

  • Total Revenue Trend

  • Total Carrier Cost

  • Load Count Trend

  • Trips Completed

  • On-Time Delivery %

  • On-Time Pickup % Trend

  • Top 10 Customers by Revenue

  • Top 15 Lanes by Margin %

  • Top 15 Lanes by Total Gross Margin

  • Revenue by Equipment Type

  • Margin Heat Map

  • Margin per Load Trend

  • Profitability vs Volume

  • Loaded vs Empty Miles — Weekly Trend

  • Stop Dwell Time Distribution

  • Late Trips Today

  • Negative Margin Loads

When someone on your team saves a new visualization, it lands in this catalog and becomes available to everyone with Reporting Access on your tenant.

How to find what you need

Type a business word in the search box at the top of the panel. Search for what you're trying to show, not what the underlying data field is called:

  • "Revenue" finds revenue tiles and trends

  • "On-Time" finds OTD and OTP variants

  • "Customer" finds customer breakdowns

  • "Margin" finds margin heat maps and trends

  • "Top" finds the Top-N tables and bar charts

⚠️ Name new visualizations clearly. When you save a visualization, it lands in the Visualizations catalog for everyone on your tenant. A clear, business-word name — "Revenue YoY % by Customer" — is much easier for your teammates to discover than a code-style name like "rev_yoy_pct".


Where to go next

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