Reporting Guide Overview

The Reporting module turns operational data into insight — for staff, leadership, and external stakeholders.

What you can do

• Run pre-built reports for every module
• Build custom reports from scratch
• Compose dashboards for at-a-glance views
• Export results as CSV, Excel, or PDF
• Schedule reports to email automatically

Where to start

• Use Pre-Built Reports
• Build a Custom Report
• Compose Dashboards
• Schedule and Share Reports