Reporting and insights

Reports transform operational data into shareable documents.

Create a report

1. Navigate to Reports and click New report.
2. Choose a template or start from scratch. Templates can include pre-defined sections, tables, and placeholders.
3. Add Markdown content, images, and files to document findings from the field.
4. Share the report via secure link or export it as PDF for external partners.

Data sources

• Insert metrics from work times and absences to analyze team availability.
• Pull project information, including budget consumption and stage history, directly into the report.
• Embed interactive charts that update automatically when the underlying data changes.

Compliance and approvals

• Assign reviewers who must sign off before a report can be published.
• Track audit history for each edit to maintain transparency.
• Configure retention policies to archive reports after a defined period.

Dashboard integration

Pin key reports to the homepage dashboard so managers have instant access to the latest numbers without opening each document individually.