Overview
Pre-built report presets and a report builder across scheduling, HR, inventory, finance, vendors, and food safety — with folders, scheduled delivery, PDF export, and PII gates for sensitive fields.
Key capabilities
Preset library
15+ industry presets: labor, sales, inventory valuation, AP aging, cert expiry, and more.
Report builder
Filters, groupings, calculations, and column selection per data source.
Scheduling & delivery
Email CSV on a cadence with run history and audit trail.
Governance
Folders, role-based sharing, PII masking, and PDF export.
Example workflows
- GM runs labor-by-location report → filters to their store → exports PDF
- Owner schedules weekly sales preset → CSV emailed Monday 6 AM
- HR runs cert expiry report → assigns training from exceptions
Product preview
Built for
Operating partnersControllersHR and ops leads
Connects with
Reports is one module on a shared tenant — locations, people, and audit trails flow between modules without exports or duplicate entry.
Outcomes
- Self-serve reporting without BI tool sprawl
- Scheduled reports leadership actually reads
- One report library for ops, finance, and HR
See Reports in a live demo
We walk through real workflows, multi-location setup, and how this module connects to the rest of your operation.