The Monday meeting should start with the numbers, not with twenty minutes of someone fetching them. Set the report up once — then it arrives by itself.
Often searched as: reporting tool · weekly report · sales report · automated reports · management reporting
Reports is the archive and scheduler for the company's reports. A manager sets up one reporter per module — Leads, Door-knocking, Projects or Invoicing — with scope (everyone, a region or selected people) and cadence: day, week or month. When the report is ready it arrives as a notification, shows in the Overview during the day and is then kept in the archive where everyone with access can open, share or download it.
Leads, door-knocking, projects and invoicing — more modules coming.
Pick the cadence and who it covers: everyone, a region or people.
The report comes as a push, sits in the Overview for a day and is then archived.
Open, share or print the report for the meeting.
We price by how you work — number of users and which apps you switch on. Tell us about your business and you will have a price for reports within one business day.
Reports is a module you can run on its own, but it shares data with the rest of the system. Common connections:
Reports works entirely on its own. But the same customer can follow all the way — from the first call to a paid invoice — without anyone retyping anything.
Automations take the next step for you, reports send themselves and the AI assistant Tord shows you how. Works great without AI. Magic with it.
Admins. Everyone with access to the module can see the archive.
Leads, Door-knocking, Projects and Invoicing today.
No. Scheduled reports are created and sent automatically.
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