With Custom & Scheduled Reports, you can now tailor reports to match your specific needs, whether it’s for an entire client portal or a single project. Say goodbye to the hassle of generic reports! Quickly filter and automate the creation of detailed, actionable insights that help you stay on top of your work, track progress, and make data-driven decisions.

Streamline Your Reporting Process

Easily access and create reports from multiple points within the platform—either from the top menu or within specific projects. Customize your reports by selecting the projects, teams, and data fields that matter most. Need to track completion dates, course progress, or user activity? It’s all in your control.

Automate for Efficiency

Set up automated report scheduling to receive insights on a daily, weekly, monthly, or yearly basis. Choose the recipients, whether it’s specific email addresses or Team Managers, and let the system do the rest.

Seamless Management & Customization

Creating and managing your reports has never been easier. Save time by modifying and generating reports in just a few clicks, and keep them up-to-date with regular editing options. Whether you’re looking to track team performance or monitor project progress, Customized & Automated Reports gives you the flexibility to keep your finger on the pulse of your data.

Read more about how to use the feature here 🔗