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1. Environments

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What is an Environment?

An Environment is a single instance of Quill. Each environment has at least one tenant, a virtual schema, and dashboards that belong to it.

You can promote changes in one environment to another environment on a report, dashboard, virtual table level.

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Common Example

A Development and Production environment.

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Development

  • Points to development postgres database
  • Development Environment publicKey is used in your development and staging react apps
  • Development Environment privateKey is used in your development and staging server apps
  • When your server’s schema changes, you can test those changes on the Development Environment
  • You can promote changes to the Production Environment when they are ready

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Production

  • Points to production postgres database
  • Production environment publicKey is used in your development and staging react apps
  • Production environment privateKey is used in your development and staging server apps

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2. Tenant

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What is a Tenant?

A tenant is a logical partition of data within a datasource.

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Tenant Roles

  • Owner:

    • Controls access to data at the virtual table level.
    • Dashboards must only use virtual tables owned by that tenant.

  • Viewer:

    • Can view dashboards if a mapping exists.
    • The mapping is a SQL query that defines which owners a viewer can access.

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3. Virtual Table

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Creating a Virtual Table

To create a virtual table:

  1. Navigate to the Virtual Schema tab.
  2. Click Create Table.

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What is a Virtual Table?

A virtual table is:

  • A SQL query executed on top of your datasource.
  • Designed to enforce tenancy by requiring a tenant foreign key field (called an owner).
  • A mechanism for cleaning and structuring data for reporting purposes.

Note: A virtual table can have multiple owners.

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4. Dashboard

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What is a Dashboard?

A dashboard organizes and presents reports. It includes:

  • Sections:

    • Each section has a name and a list of reports.

  • Global Filters:

    • Apply across all reports in the dashboard.
    • Common filters include date filters and tenant-level fields.

A dashboard provides a unified interface to explore tenant-filtered, structured, and visualized data.

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5. Report

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Creating a Report

Once you have created at least one virtual table, you can create a report.

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What is a Report?

A report is a SQL query based on the virtual schema. It supports the following views:

  • Chart view
  • Tabular view – A formatted output of the SQL query.
  • Pivot (optional) – Adds grouping and/or aggregation to the result, useful for visualizations.

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Report Features

  • Access Control:

    • Defines which subset of tenants can view the report on their dashboards.

  • Dashboard Filter Field Mappings:

    • Used when a common field appears across multiple tables.
    • Ensures proper linkage to dashboard-level filters.

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Report Placement

  • A report can be assigned to only one dashboard.
  • It can be placed in only one section within that dashboard.

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Promoting a report

  • You can promote a report from one dashboard to another, in the same environment

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Summary

The virtual table reporting model consists of:

  1. Virtual Tables: SQL-based, tenant-aware cleaned data structures.
  2. Reports: Charted and tabular queries built from virtual tables.
  3. Tenants: Access control units for data partitioning and security.
  4. Dashboards: Grouped reports with global filters and sectioning.

This structure ensures multi-tenant, clean, and secure reporting across your datasource.