Reports

Browse generated report runs, create one-off PDFs with Quick Report or Print Report, and deliver by download or email.

Reports library

Open Reports from the project menu to see generated report runs (one-off and automation outputs). Use the toolbar search to find a report by name.

Each card shows period, source, linked template (if any), delivery summary, and created date. Open preview to view the PDF in the browser.

  • Reusable layouts live under Report templates — not mixed into the Reports list.
  • Scheduled runs may show an automation badge; use View automation to open the related schedule.
Screenshot: Reports grid with search toolbar

Quick Report and Print Report

Use Quick Report from the Reports page for a guided one-off PDF. Choose a report template or build from a dashboard, then set Reporting Period, Design, Delivery, and Review.

From Overview or a custom dashboard, Print Report opens the same wizard in a condensed form: the current dashboard (and often the period) is already selected, so you focus on Design → Delivery → Review.

  1. Reports → Quick Report, or Dashboard → Print Report.
  2. Confirm source (template or dashboard) when asked.
  3. Set or confirm the reporting period.
  4. Adjust design options and delivery (download and / or email).
  5. Review and generate.
Screenshot: Print Report wizard

Advanced editor

Advanced opens the full report editor for richer layouts: content sections, design (page size, theme, headers), and delivery settings.

Prefer Report templates when the layout will be reused by automations. Use Reports for individual generated outputs and ad-hoc runs.

Delivery and email

Delivery can attach a PDF, send to selected users or groups (for example account admins or project users), and use an account Email template for branding.

From a report card you can email configured recipients, send a custom email, download PDF when available, or print again.

  • Configure branded layouts under Account settings → Email templates.
  • Recipient groups stay dynamic — membership changes apply on the next send.

Physical printing tips

Generated PDFs use full A4 / Letter dimensions with your configured margins. For best results, print from the downloaded PDF at 100% scale.

Charts and tables are optimised for print with sensible page breaks between major sections.