In the connected system
One example of how this module shares data with the rest of your organization — no exports or duplicate entry.
Overview
Reports ships a presets library with run, export, Review flags, and optional Monday email Brief. Personal/org saved views store filters — not a full ad-hoc report builder. Scheduled CSV delivery and a drag-and-drop builder remain on the roadmap.
Key capabilities
Preset library (shipped)
Labor, sales, inventory, AP aging, certs, attendance, P&L, and more — run and export with permission gates.
Review & Brief (shipped)
Open flags for GMs/owners; opt-in Monday email Brief with counts (no wage CSVs in email).
Report builder (roadmap)
Ad-hoc filters, groupings, and column selection across data sources — not live as a full builder.
Scheduled delivery (roadmap)
Email CSV on a cadence with run history — planned, not sold as shipped.
Example workflows
- GM runs labor-by-location preset → filters to their store → exports CSV
- Owner opens Review flags for below-par and overdue AP
- HR runs cert expiry / hiring-pipeline presets → assigns follow-up
Built for
Connects with
Reports is one module on a shared organization — locations, people, and audit trails flow between modules without exports or duplicate entry.
Outcomes
- Self-serve presets without BI tool sprawl
- Honest scope — presets live; builder later
- 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.
From $129 / location / month · Free 60–90 day pilot