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Your report rules

Some accounts have their report rules published inside the app: a plain-language reference documenting exactly how each of your reports is built from the data you upload: sheet and column mappings, every formula and threshold, validation checks, and how the finished document is laid out. Nothing hidden, nothing to maintain.

Where to find it

When rules have been published for your account, a Rules button appears in the app toolbar and opens quikreport.com/app/rules. If your account has more than one report documented, each appears as its own tab. Signing in is all that is required. There is nothing to configure or unlock.

How it stays accurate

  • The rules page is read-only: it describes the live behaviour of your reports and is updated by QuikReport whenever your report logic changes.
  • It is per-account and private: no other client can see your rules, and yours never reference anyone else’s data or naming.
  • Use it in audits, handovers and onboarding: it answers "where does this number come from?" without a support ticket.
Rules documentation is set up with you during onboarding on Professional and Enterprise plans. If your account does not have a rules page yet and you would like one, email [email protected].