Measure and automate
Reports
Build and share client-ready performance reports
Reports turns selected performance, commentary, and presentation into a durable client review
What this workspace includes
- Report list
- Report builder
- Selected metrics and narrative
- Preview and shared link
Complete workflow
- 1
Choose the reporting period
Match the client review window
- 2
Create or open a report
Select the intended presentation
- 3
Build the story
Add results, comparisons, and commentary
- 4
Preview and share
Inspect the client view before sending
How records and settings behave
- Reports preserve their own content
- Shared links do not expose the working dashboard
- Displayed data follows report configuration
Working effectively
- Lead with the business outcome
- Explain material changes
- Keep the same structure across recurring reports
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Reports?
Match the client review window
When is my work saved?
Reports preserve their own content
How do I confirm the result?
Return to the related list or detail view and review its current status. Displayed data follows report configuration