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Build a quality report

Goal​

You'll open the Reports page to see a data-quality summary for a slice of your validation history — an overall pass rate, total and failing run counts, a pass/fail trend over time, and a ranked list of the worst-performing checkpoints — then export it for a stakeholder. It's the at-a-glance health view for a governance review or a weekly digest, sitting above the raw Results list.

Status: first cut — a read-only Reports summary view, not the full reporting module #407 describes. What's shipped is the summary, the scope picker, the trend chart, the worst-checkpoints drill-down, and CSV / Excel / print export. The following are planned, tracked under #407:

  • Custom report builder — slicing beyond date range / checkpoint / status (grouping by data asset, rule, severity, data source).
  • Pre-built report templates as first-class objects (Data Asset Health, Rule Suite Summary, Worst-Performing Assets) — the first cut renders one summary, not a template catalogue.
  • Saved views — naming and saving a report configuration for reuse.
  • Scheduled delivery — emailing a report on a daily / weekly cron.
  • Profile-run / quality-dimension reporting — the summary aggregates validation_results only; profiling metrics are a follow-up.
  • Server-rendered PDF — as with Export validation results, the shipped PDF path is the browser print dialog; a server-rendered PDF stays planned.

Prereqs​

  • Workspace viewer role or higher. The Reports summary is gated by the same can_view_results permission as the Results list — if you can see the results, you can report on them. A billing-only seat sees a permission banner instead.
  • At least one ValidationResult in the workspace (run a checkpoint first).

Steps​

Open the Reports page​

  1. Click Reports in the sidebar.
  2. The page loads an all-time, all-checkpoint summary for the active workspace: the Pass rate, Total runs, and Failing checks cards, a Pass / fail trend chart, and a Worst checkpoints list.

Scope the report​

Use the filter bar to narrow the summary. Each control writes to the URL, so a scoped report is bookmarkable and survives a refresh or a shared link.

  • Checkpoint — limit the report to one checkpoint's runs, or leave it on All checkpoints.
  • Status — restrict to Pass or Fail runs (or All).
  • From / To — an inclusive run_time window. Set these to the last calendar month for a monthly digest.

The cards, the trend chart, and the export all recompute against the scope, so the numbers, the chart, and a downloaded CSV always describe the same filtered set — exactly the filters the Results list uses.

Drill into a failing checkpoint​

The Worst checkpoints list ranks the checkpoints with the most failures in scope. Click a checkpoint name to jump to the Results page pre-filtered to that checkpoint's failing runs — and to the same date window as the report, so the rows you land on match the count you clicked — where you can open an individual result and inspect the failing expectations.

Export the report​

  • Export (top-right) downloads the scoped validation-results rows as CSV or Excel (.xlsx) — the same export as the Results page, carrying the current scope. See Export validation results for the column list and the 50,000-row cap.
  • Print / Save as PDF opens the browser print dialog; choose Save as PDF for a visual snapshot of the report to drop into a deck or email. A print stylesheet strips the app chrome (navigation, search bar, footer) so the PDF is the report only, paginated rather than clipped to one screen.

Verify​

  • Reports appears in the sidebar and the page renders the three metric cards, the trend chart, and the worst-checkpoints list.
  • Setting the Status toggle to Fail drops the pass rate (every run in scope is a failure) and the Total runs card shows only failing runs.
  • Clicking a worst-checkpoint row lands on /results with that checkpoint and the fail status pre-applied.
  • Clicking Export → CSV downloads a validation-results-*.csv scoped to the current report filters; Export → Excel downloads the matching validation-results-*.xlsx.