HPL ELECTRIC & POWER

Limited | Gurugram, Haryana

Custom Report Builder

Tabular Report Configuration Tool

PHASE 1 ADD-ON ← Back to Proposal

00 Executive Summary

The Custom Report Builder is a simple, user-friendly tool that allows DISCOM users to create tabular reports by selecting required columns from available data sources, applying filters and sorting, and saving configurations for future use.

This is a lightweight, focused solution - no complex charts, automation, or scheduling. Just straightforward tabular reports that users can build, save, and reuse.

💻 View Interactive Mockup →
Core Capabilities
  • Column Selection - Pick required fields from data catalog
  • Filtering - Apply date ranges, categories, zones, etc.
  • Sorting - Sort by any column, ascending/descending
  • Save & Reuse - Save configurations for future use
  • Export - Download as Excel or PDF

01 How It Works

Report Builder Workflow

1️⃣
Select Data Source

Meters, Consumers, Billing, Events

2️⃣
Choose Columns

Drag fields to include

3️⃣
Apply Filters

Date, Zone, Category, etc.

4️⃣
Sort & Preview

Order data, see results

5️⃣
Save & Export

Save config, download report

📁 Report Library (Left Panel)

  • List of saved report configurations
  • Search & filter saved reports
  • Quick load any saved config
  • Delete or rename saved reports
  • Share reports with other users

📄 Report Builder (Main Area)

  • Data source dropdown selection
  • Available columns list (checkboxes)
  • Selected columns with drag reorder
  • Filter builder (add multiple filters)
  • Sort configuration (column + order)

02 Features

📋 Column Selection

  • Browse available data fields
  • Checkbox to select/deselect
  • Drag to reorder columns
  • Column width configuration
  • Show/hide column headers

🔍 Filtering

  • Date range picker
  • Dropdown filters (Zone, Circle, Division)
  • Consumer category filter
  • Text search on any field
  • Multiple filter conditions (AND)

🔼 Sorting

  • Click column header to sort
  • Ascending / Descending toggle
  • Multi-column sort (primary, secondary)
  • Save sort preference

💾 Save Configurations

  • Save report with custom name
  • Organize in folders/categories
  • Load saved report instantly
  • Update existing saved report
  • Share with other users

📄 Preview & Pagination

  • Live preview of report
  • Pagination (25/50/100 rows)
  • Total record count
  • Quick navigation

📦 Export

  • Export to Excel (.xlsx)
  • Export to PDF
  • Export to CSV
  • All data or current page

03 Available Data Sources

Meter Data

  • Meter ID, Serial No
  • Consumer details
  • Installation date
  • Communication status
  • Last reading
📈

Consumption

  • Daily/Monthly consumption
  • Peak demand
  • Load profile data
  • Power factor
  • Zone/Feeder aggregates
💰

Billing

  • Bill amount
  • Payment status
  • Outstanding dues
  • Collection efficiency
  • Arrears aging
🚨

Events & Alerts

  • Tamper events
  • Outage alerts
  • Communication failures
  • Threshold violations
  • Event timestamps

04 Scope of Work

# Component Description Complexity
1 Report Library UI List saved reports, search, load, delete, organize by folders Low
2 Data Source Selector Dropdown to select data source, load available fields dynamically Low
3 Column Selection UI Checkbox list of fields, drag-drop reorder, column configuration Medium
4 Filter Builder Add filters, date pickers, dropdowns, text search, multiple conditions Medium
5 Sort Configuration Select sort column, order (asc/desc), multi-column sort Low
6 Query Engine (Backend) Build SQL queries dynamically, execute against MDM database Medium-High
7 Report Preview Display results in paginated table, total count, navigation Medium
8 Save/Load Configurations Save report config to database, load and apply saved configs Low
9 Export Module Export to Excel, PDF, CSV with proper formatting Medium
10 Access Control Role-based access, data-level filtering per user role Low

05 Scope Boundaries

✓ In Scope

  • Tabular report builder UI
  • Column selection & reordering
  • Filter builder (date, dropdown, text)
  • Sorting (single & multi-column)
  • Save/load report configurations
  • Export to Excel, PDF, CSV
  • Pagination & preview
  • Role-based access control
  • 4 data sources (Meter, Consumption, Billing, Events)

✗ Out of Scope

  • Charts & visualizations
  • Scheduled/automated reports
  • Email delivery
  • Dashboard widgets
  • Pivot tables
  • Calculated fields/formulas
  • Cross-source joins
  • Report templates library
  • Geo-spatial/map reports

🔒 Confidentiality Notice

This document is confidential and proprietary to Trinesis Technologies Pvt. Ltd. It is shared exclusively with HPL Electric & Power Limited for evaluation purposes only.

Ref: TRIN/PROP/HPL/2026-03-RPT  |  Classification: Confidential  |  Valid Until: April 30, 2026

🔒

Trinesis Technologies

Confidential Proposal