A Dynamic Report is a fast, flexible way to generate a custom PDF directly from any report grid. You pick exactly which columns you want, control the formatting, and save the whole setup as a reusable preset — so the next time you need that report, it's one click to recreate.

Unlike the standard document flow, Dynamic Reports are built for speed. They render quickly even with large amounts of data, and they let you decouple your column layout from your grid filters: set whatever filters you want in the report grid, then run the same saved report against that filtered data without any extra setup.

Dynamic Reports are available across all report types — Bookings, Events, Invoices, Expenses, and more. The available columns and attachment options change automatically based on the report type you're working in.

Dynamic Reports are enabled by Gigwell support. To get this turned on for your account, reach out to Gigwell support.

Note: Dynamic Reports require HTML Docs to be enabled on your account, since the report pulls its header and print format from your HTML document settings. Gigwell support sets both up together.

The dialog switches to the Dynamic Report configuration view, where you set your title, formatting options, and columns.

The top of the Dynamic Report dialog contains the following settings:

Title — The name of the generated PDF, the same as it works for other report types.

Dynamic Report Preset — Load a previously saved preset to instantly prepopulate all the options below — columns, formatting, and attachments. See Saving and Loading Presets below.

Font Size (pt) — Sets the text size in the output. Use a smaller font when you have many columns, or a larger font for a more readable report with fewer columns.

Delimiter — The separator used for innermost values that share a single cell. Most nested data (such as expenses or invoices) gets its own row, but values like supporting cast members are combined into one cell using this delimiter.

Page Layout — Controls how the PDF is sized:

Fully Flatten — When enabled, nested data is not split into individual rows. Instead, values like artist expenses are combined into a single row using the delimiter, producing a flat list. When disabled, each nested item (such as each expense or invoice) gets its own row.

Group Column Headers — When enabled, related columns that share a prefix are grouped under a single header with sub-columns beneath it. For example, Hotels - Entries, Hotels - Number of Rooms, and Hotels - Room Type appear under one "Hotels" header rather than repeating the group name in every column. This saves space and produces a cleaner layout.

Include Attachments — Appends related attachments to the report. The label and available attachment types depend on the report type — Bookings reports can include signed contracts and offer sheets, Invoice reports can include invoices, Expense reports can include expense attachments, and so on. These are the same attachments available in the Document and CSV flows for that report type.

Note: If you select more columns than the layout comfortably fits, a warning appears at the bottom of the dialog. The report will still generate — you can reduce the font size, switch to Content Width, or let the columns wrap. The warning is just a heads-up that the layout isn't optimized for that many columns.

The column picker has two sides. On the right is the full list of available columns for the current report type — search by name and click a column to add it. On the left are your Selected Columns, in the order they'll appear in the output.

Within the selected columns you can:

Note: Each selected column must have a unique name. You can't add the same column twice unless you rename one of them.

For date columns, you can add the same column multiple times with a different format each time (for example, Event Date as a short date and again as a full date). A format dropdown appears on each date column so you can choose how it displays.

Note: The column with a lock icon is your sort column — it determines the order of rows in the report and can't be removed directly. To remove it, first change which column is used for sorting. If you load a preset that uses a different sort column, Gigwell will prompt you to confirm the change.

The more menu (⋮) next to Unselect all gives you additional column tools:

Once you've configured a report exactly the way you want it — columns, font size, delimiter, page layout, flatten and grouping options, and attachments — click Save as Dynamic Report Preset to store the whole setup for reuse.

Note: Don't forget to save your preset once you've dialed in the right settings — it's what makes future reports a one-click job.

Select a saved preset from the Dynamic Report Preset dropdown to instantly prepopulate every option from that preset. From there you can run it as-is, or tweak any setting before generating.

Note: Presets are saved at the account level and shared across your whole organization, so everyone on your team can use the same saved reports.

Note: A preset is tied to the report type it was created in. A preset saved on a Bookings report won't appear on an Events report, since the available columns differ between report types.

Click Create to generate the report. You'll get a preview of the PDF where you can confirm the data exported correctly and the layout looks right.

If you want to change anything, click Modify to return to the configuration screen with all your settings intact. Adjust whatever you need — font size, columns, layout — and click Create again to regenerate.

From the preview, you can: