Skills

report-editor

Installation
SKILL.md

Report Editor

Workflow for modifying existing RDLX-JSON reports on a Datex Studio branch using the dxs CLI.

Key principle: Understand before modifying. Download and inspect the current report before making any changes.

Authoring approach:

  • Incremental CLI (set/move/remove/batch/table add-column/dataset add-field) for all modifications
  • Direct JSON only for structures the CLI cannot handle (PageHeader/PageFooter, complex Tablix grouping)
  • Never recreate from scratch -- work with the existing file

References (shared)

Dependencies

datasource-creator and schema-explorer are invoked ONLY when needed (Categories 4-5). They are not required for layout-only edits (Categories 1-3).

Orchestration Model

report-editor (this skill)
  |
  +-- Phase 1: Download & Inspect
  |     +-- Select branch + find report (branch-setup.md)
  |     +-- Download report folder (RDLX-JSON + datasources + manifest)
  |     +-- Inspect layout + DataSets + datasource fields
  |     +-- Output: report folder + structural understanding
  |
  +-- Phase 2: Triage -- Determine Change Depth
  |     +-- Classify user's request into category 1-5
  |     +-- Check DataSet fields vs datasource fields
  |     +-- Output: modification plan with category + steps
  |
  +-- Phase 3: Modify (conditional paths by category)
  |     +-- Cat 1-2: Layout-only --> set/move/remove/batch on folder/report.rdlx-json
  |     +-- Cat 3: Add from existing DataSet field --> table add-column
  |     +-- Cat 4: Datasource gap --> datasource-creator --> datasource add --> DataSet --> layout
  |     +-- Cat 5: New section --> schema-explorer --> datasource-creator --> datasource add --> DataSet --> layout
  |
  +-- Phase 4: Deploy & Verify (deploy-patterns.md)
  |     +-- assemble folder --> wrapper JSON
  |     +-- upload wrapper JSON

Phase 1: Download & Inspect

Select branch and find report

Follow branch-setup.md for branch/connection selection.

Then list reports on the branch:

dxs report list --branch <branch_id>

Present reports to the user if the target is ambiguous. If the user named a specific report, match it against the list.

Download the report folder

# Auto-names folder from reference name
dxs report download --branch <branch_id> --reference-name <reference_name>

# Or specify folder path explicitly
dxs report download <folder_path> --branch <branch_id> --reference-name <reference_name>

This creates a report folder containing:

  • report.rdlx-json -- the RDLX-JSON layout (editing commands target this)
  • manifest.json -- all binding metadata (datasources, params, datasource-params, access modifier)
  • ds_*.json -- one file per owned datasource config (extracted from the wrapper)

The manifest preserves all datasource bindings, parameter mappings, and metadata. No manual extraction or flag reconstruction needed for re-upload.

Inspect the report folder

Check the manifest to understand datasource bindings:

dxs report datasource list <folder>/

Inspect the layout:

dxs report inspect <folder>/report.rdlx-json

Also read the RDLX-JSON directly to understand DataSets, element hierarchy, and expressions.

Visual layout inspection

Use --bbox to generate a preview with colored bounding boxes — helpful for understanding element positions before modifying:

dxs report preview <file.rdlx-json> --bbox ElementName:red --bbox AnotherElement:blue -o /tmp/inspect.svg

Inspect current layout

dxs report inspect <file.rdlx-json>

This shows every element with type, name, position, size, value/expression, and DataSet bindings. Also read the file directly to understand:

  • DataSets (names, fields, CommandText patterns)
  • Element hierarchy (rectangles containing children)
  • Expressions used
  • Page settings (size, margins, orientation)

Identify available datasource fields

For EACH datasource used by the report (check dxs report datasource list <folder>/ to see them):

# For standalone datasources
dxs report datasource-fields <datasource_ref> --branch <branch_id>

# For owned datasources
dxs report datasource-fields <datasource_ref> --branch <branch_id> --report <report_ref>

This gives you the complete field list, in_params, result type, and collections. This is the triage gate -- in Phase 2, you will check whether requested fields are already available here.

Report not found

If dxs report list does not return the target report:

  1. Inform the user: "That report was not found on branch X."
  2. Ask: "Would you like to create it from scratch?"
  3. If yes, invoke the report-creator skill.

Phase 2: Triage -- Determine Change Depth

Classify each requested change into one of five categories. Different categories require different workflows.

Change Categories

Category Examples What's Needed Dependency Skills
1. Label/Style "Change 'SHIPPER' to 'FROM'", "Make header blue", "Increase font size" set/batch only None
2. Rearrangement "Swap columns 2 and 3", "Move address block down", "Remove the footer" move/remove/set None
3. Add column (field in DataSet) "Add the Status column" where Status IS in the DataSet table add-column + layout None
4a. Add field (in datasource, missing from DataSet) "Add Material Description" where the field IS in the datasource output but NOT in the DataSet dataset add-field + layout None
4b. Add field (datasource gap) "Add Material Description" where the field is NOT in the datasource $select/$expand Datasource regeneration + dataset add-field + layout datasource-creator
5. New data section "Add a line items table" where no suitable datasource exists Full: schema-explorer + datasource-creator + DataSet + layout schema-explorer + datasource-creator

Decision Tree

User request
  |
  +-- Does the change involve data fields?
  |   +-- NO --> Is it positional/structural (move, swap, remove)?
  |   |   +-- YES --> Category 2 (rearrangement)
  |   |   +-- NO  --> Category 1 (label/style)
  |   |         --> Proceed to Phase 3
  |   |
  |   +-- YES --> Does the needed field exist in a report DataSet?
  |       +-- YES --> Category 3 (add column/element from existing DataSet field)
  |       |         --> Proceed to Phase 3
  |       |
  |       +-- NO --> Is the field in the datasource output? (from datasource-fields)
  |           +-- YES --> Category 4a (field in datasource, missing from DataSet)
  |           |         --> Add to DataSet, then layout
  |           |
  |           +-- NO --> Is the field reachable from the datasource's entity?
  |               |     (just missing from $select/$expand)
  |               |
  |               +-- YES --> Category 4b (datasource needs regeneration)
  |               |         --> Modify datasource --> re-upsert --> DataSet --> layout
  |               |
  |               +-- NO --> Category 5 (entirely new data requirement)
  |                         --> schema-explorer --> datasource-creator --> DataSet --> layout

Present the triage result

### Modification Plan

**Requested change:** [user's request]
**Category:** [1-5] -- [description]

**Steps:**
1. [what will happen]
2. [what will happen]
...

**Impact:** [layout-only / DataSet change / datasource modification / new datasource]

Proceed?

Phase 3: Modify

Open in Studio for live preview

For ANY change that involves layout (Categories 1-3, or layout portions of Categories 4-5), ensure Studio is running and the report is open for live preview BEFORE making modifications.

Auto-manage Studio per ../shared/studio-management.md: check status, start in background if needed (with readiness verification), open the report, and clean up after Phase 4.

Category 1-2: Layout-only changes

Use CLI commands per cli-commands.md:

# Change a label
dxs report set <file> ElementName --value "New Label Text"

# Change styling
dxs report set <file> ElementName --font-size 12pt --color Navy --font-weight Bold

# Move an element
dxs report move <file> ElementName --left 1in --top 2in

# Resize an element
dxs report set <file> ElementName --width 3in --height 1in

# Remove an element
dxs report remove <file> ElementName

# Batch operations (for multiple changes)
cat > /tmp/ops.json << 'OPEOF'
[
  {"action": "set", "name": "Title", "value": "New Title", "font-size": "18pt"},
  {"action": "set", "name": "SubTitle", "color": "DimGray"},
  {"action": "move", "name": "AddressBlock", "left": "0in", "top": "1.5in"},
  {"action": "remove", "name": "OldElement"}
]
OPEOF

dxs report batch <file> --ops-file /tmp/ops.json

Batch limit: maximum 25 operations per call. If you have more than 25 operations, split them into multiple batch calls. Group logically (e.g., first batch for repositioning, second for styling and new elements).

Apply design-standards.md for any new or modified elements: Arial font family, official color palette, 0.25in grid alignment.

Lines require special handling. Lines use StartPoint/EndPoint with start-x/start-y/end-x/end-y -- NOT left/top/width/height. The move command does not work on lines. Edit line positions in JSON directly or use batch set with endpoint flags.

Category 3: Add column from existing DataSet field

The field already exists in a DataSet -- just add the column to the table:

dxs report table add-column <file> --table <TablixName> --shrink \
  --header-cell "New Header" \
  --detail-cell '=Fields!ExistingField.Value' \
  --header-style 'font-family:Arial;font-size:10pt;font-weight:Bold;border-bottom-width:1.5pt;border-bottom-style:Solid;border-bottom-color:#5B08B2;padding:2pt;vertical-align:Bottom' \
  --detail-style 'font-family:Arial;font-size:10pt;padding:2pt;vertical-align:Middle;border-bottom-width:0.25pt;border-bottom-style:Solid;border-bottom-color:LightGray'

The --shrink flag proportionally reduces existing column widths to make room for the new column while keeping total table width unchanged.

For non-table elements (standalone textboxes), use dxs report batch with an add action to place the new field in the layout.

Apply Datex design standards for the new column -- match the styling of existing columns in the table.

Category 4a: Field in datasource, missing from DataSet

The field is available in the datasource output but was not included in the report's DataSet definition. Add it:

dxs report dataset add-field <file> --dataset <DataSetName> --field "New.Field.Path"

Follow dataset-rules.md for:

  • Date annotations: append [Date|YYYY-MM-DDTHH:mm:ss.fffffff] to date fields
  • Collection handling: collection fields cannot be added as flat DataSet fields on a single-result DataSet
  • CommandText: verify the DataSet's CommandText pattern is correct for the result type

Then add the layout element (column or textbox) referencing the new field. If the report has a companion .data.json, update it with sample values for the new field.

Category 4b: Datasource needs regeneration

The field exists on the OData entity but is not in the datasource's $select or $expand. The datasource config must be updated.

For standalone OData datasources:

  1. Get the current datasource config: dxs datasource get <ref> --branch <id>
  2. Identify the missing field path (e.g., needs Material/Description in $expand)
  3. Invoke datasource-creator to regenerate with the updated query
  4. dxs datasource upsert to update the branch
  5. Add field to DataSet with dxs report dataset add-field
  6. Add the layout element

For owned OData datasources:

  1. The current config is already in the report folder (extracted during download as ds_*.json)
  2. Invoke datasource-creator to regenerate with the updated query
  3. Replace in folder: dxs report datasource remove <folder> <alias> then dxs report datasource add <folder> --owned <new_ds.json>:<alias>
  4. Add field to DataSet with dxs report dataset add-field
  5. Add the layout element

For flow datasources:

  1. Check if the needed field is in one of the flow's source OData datasources
  2. If yes: update the flow code to include the field in the return type, update the type definition YAML
  3. If no: may need to update the source OData datasource first, then the flow code
  4. Regenerate with dxs datasource generate-flow
  5. Re-upsert (standalone) or replace in folder: dxs report datasource remove/add (owned)
  6. Add field to DataSet + layout

Category 5: New data section

A new section requires data from an entity or relationship not covered by any existing datasource.

  1. Gather requirements for the new section (what data, what layout). A brief conversation usually suffices -- only invoke requirements-gathering if the section is complex.
  2. Invoke schema-explorer to find the right OData entity and fields
  3. Invoke datasource-creator to create the datasource config, then dxs report datasource add <folder> --owned <file>:<alias> (owned preferred, standalone if shared)
  4. Add DataSet per dataset-rules.md -- use the field summary from datasource-creator as the primary source for field names, include ALL fields
  5. Build layout (rectangle container, textboxes, or tablix) using dxs report batch
  6. Create/update sample data per sample-data.md if needed for preview

For DataSet creation:

dxs report dataset add <file> --name ds_new_section \
  --field Id --field LookupCode --field Status \
  --field "Account.Name" \
  --field "OrderDate[Date|YYYY-MM-DDTHH:mm:ss.fffffff]"

For building the layout section, use a rectangle container for grouping:

cat > /tmp/new-section-ops.json << 'OPEOF'
[
  {"action": "add", "type": "rectangle", "name": "NewSectionBox",
   "left": "0in", "top": "4in", "width": "7.5in", "height": "2in"},
  {"action": "add", "type": "textbox", "name": "NewSectionTitle",
   "parent": "NewSectionBox", "left": "0in", "top": "0in",
   "width": "7.5in", "height": "0.3in",
   "value": "Section Title", "font-size": "14pt", "color": "DimGray"}
]
OPEOF

dxs report batch <file> --ops-file /tmp/new-section-ops.json

For tables, use dxs report add tablix -- see cli-commands.md for full syntax including grouping, footer rows, and sort expressions.

Feedback iteration

After each modification, ask the user how it looks in Studio. Use set/move/remove for adjustments. Repeat until approved.

Phase 4: Deploy & Verify

Assemble and upload

The report folder already has everything needed — the manifest preserves all datasource bindings, parameters, and metadata from the download. No flag reconstruction needed.

# Assemble folder into wrapper JSON
dxs report assemble <folder>/ -o <reference_name>.json

# Upload wrapper to branch
dxs report upload <reference_name>.json --branch <branch_id>

If you added or removed datasources during Phase 3, those changes are already reflected in the manifest via dxs report datasource add/remove.

Follow deploy-patterns.md for additional upload patterns and verification.

Verify

dxs report get <reference_name> --branch <branch_id>

Confirm the report is on the branch with the expected structure, datasource bindings, and parameters.

Test parameter discovery

If the datasource has in_params, follow deploy-patterns.md to discover real test values and output them as JSON for the user to test in Studio.

Troubleshooting

See troubleshooting.md for common RDLX-JSON expression issues and layout/CLI mistakes.

Editor-Specific Issues

Mistake Fix
Modifying report without downloading first Always dxs report download to get the current version -- editing a stale local file loses other changes
Adding a field to DataSet but not updating sample data Studio preview shows blank for the new field -- update .data.json with sample values
Assuming the datasource has the field without checking Always run datasource-fields to verify -- the field may not be in the $select
Changing a field expression but not the DataSet field If you rename a DataField path, the DataSet field must also be updated to match
Removing a datasource field that is still referenced Check all expressions in the report for Fields!RemovedField.Value before removing
Adding collection-path fields as flat DataSet fields Collection navigation properties silently resolve to blank in single-result DataSets -- use a flow datasource to flatten, or create child datasets with CommandText: "$.ds.result.Collection.*"
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