Reports
Where the business is moving, read from live records.
- In every plan
- Connected to every other module
Reports reads across the workspace — conversations, outreach, audiences and how fast work moves — and exports what you need to share. Finance keeps its own statements (P&L, balance sheet) inside Finance, where the numbers are exact.
What Reports is made of.
In the app: Clients & Business › Reports. These are the pages you will find there.
Global
The organisation at a glance.
Reach
Outreach performance: sends, opens, replies and results.
Channels
Where conversations and customers come from.
Audience
Who your customers and contacts are.
Velocity
How fast work and deals move.
Export
Take the numbers with you.
What this looks like on a normal day.
Reports are readings, not reconstructions
Because the work and the records are the same thing, a report is always current.
- Live data from every module
- No spreadsheet rebuilds
- Exports when you need them
Know what is working
See which channels bring customers, which campaigns get replies and where work slows down.
- Channel and audience reports
- Reach performance
- Velocity across the pipeline
Who leans on reports most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe modules this one talks to most.
Clients & Business
Clients & Business
Win customers, keep them, get paid and know your numbers.
Clients & Business
CRM
Every client, every conversation, every deal — one honest history.
Clients & Business
Reach
Find new customers and follow up with them — by email and SMS, from your own senders.
Clients & Business
Finance
Receivables, payables, expenses and the books — where the work already is.