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Capability

Reports built from live data, exports that match the screen

A defined report library across expenses, attendance, payroll, people and performance — with exports generated from exactly what you filtered.

The problem

What this replaces today

Reports are assembled by hand, and the exported file never quite matches what was on screen.

How it works

The workflow, end to end

01

Pick the report

Choose from the defined report library.

02

Filter it

Narrow by period, location, team, status or category.

03

Preview

See the result before exporting.

04

Export

Download the file, generated from the same filtered data.

What you get

Built for the way the work actually happens

Defined report library

Consistent report definitions rather than ad-hoc queries.

Live previews

Check the output before you download it.

Exports match filters

The file always reflects the filtered view.

Scoped by permission

You can only report on data your role allows.

Connected

How this fits the rest of the platform

Information is captured once and reused wherever it is relevant.

  • Reports consume existing business records; they never hold their own copy of the data.
  • Every module's records are reportable through the same library.

Questions

Common questions

Do reports store their own data?+

No. They read live business records, so a report is always current.

What formats can I export?+

Reports export as spreadsheet-friendly files generated from the filtered view.

Related

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