Create a report

Create Reports is a full-stack reporting suite covering every major business function, from Finance and Sales to HR and Procurement. Each report is configurable by KPIs, time period and detail level, so leadership teams get tailored, data-driven reports with less manual effort and more consistency across the organization.

1 · Choose report area. Choose a Report Type: Executive Summary (marked Recommended), Sales, Marketing, Finance, Operations, People & HR, Product & Tech, Customer Success and Procurement. Each card says how many configurable sections it holds.

2 · Configure your report. Choose a Time Period — Month to Date, Quarter to Date, Year to Date, Last Quarter, Last Year, Trailing 12 Months or Custom Range — then tick Report Sections. The example offers Pipeline Overview, Bookings & Revenue, Quota Attainment, Top 10 Sales Reps, Revenue by Region, Revenue by Segment, Win/Loss Analysis, Deal Velocity & Cycle Time, Forecast Accuracy and New vs. Expansion Revenue, with a Select all link and a count of how many are ticked.

3 · See your report. The report appears in the chat. The example opens with its period and data source and a Data Quality Note, then KPI tiles, a headline and a detailed analysis.