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Overview

Reports allow you to create, publish, and share customizable, presentation-ready pages using the Doc Editor. Unlike traditional financial reports, these are professional, branded pages built from content blocks and data, shared as secure, view-only links with delivery analytics. Key Benefits:
  • Create polished updates and summaries without exporting PDFs or combining documents.
  • Reuse Doc Editor blocks for consistent formatting.
  • Email reports to contacts or lists with tracked engagement.

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Set Up a Report

To create a report, you must have access to an organization.
1

Open Reports

Go to Organization > Reports.
2

Start a draft

Click New Report to open a draft in the Doc Editor. You can optionally choose or create a report group.
3

Name the report

Enter a Name and optional Description in the breadcrumb; the title updates inline.
Permissions:
  • Reports are tied to an organization. You need organization access to create or edit reports.

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Use Reports

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View the Reports List

The Reports list displays all reports in your organization, with options to filter by:
  • All: All reports.
  • Specific Group: Reports in a selected group.
  • Ungrouped: Reports not assigned to a group.
Table Columns:
  • Subject: Report name and description.
  • Sent Status/Date: Indicates if sent and when.
  • Actions: Options to edit, move, or send reports.
To create a report, click New Report to start a draft in the Doc Editor. To move a report to a group, use the table’s context menu.

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Edit a Report

Reports are built with the Doc Editor and auto‑save. After sending, the content becomes read‑only to match what recipients saw. For block types, slash menu, and formatting, see Doc Editor.

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Rename a Report

1

Select the title

Click the report name in the breadcrumb to enable inline editing.
2

Save the update

Enter the new name and press Enter; invalid entries revert automatically.

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Send a Report

1

Choose Send

Open the report and click Publish & Send (for drafts) or Send (for previously sent reports).
2

Select recipients

Decide between Send a Test to yourself or Send to Recipients to email contacts and lists; duplicates are automatically removed.
3

Send the report

Click Send Report to deliver a secure view-only link. First sends set the status to “sent” and log the timestamp.
Limits:
  • Maximum 100 recipients per send.
  • Duplicate or previously sent recipients are skipped, with a clear message displayed.

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View Analytics

After sending a report, analytics appear in the report header:
  • Delivered: Number of emails successfully delivered.
  • Link Clicked: Number of recipients who clicked the report link.
  • Report Viewed: Number of signed-in recipients who viewed the report.
Recipient Details:
  • Shows delivery status, email open/click events, and view timestamps (tracked for signed-in users with verified emails matching the recipient list).
Privacy:
  • Viewing is tracked only for signed-in users with verified emails matching the recipient list.

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Data Blocks and Metrics

Data blocks enhance reports by embedding dynamic financial and operational metrics directly in the Doc Editor. These blocks pull live data from connected sources, such as accounting platforms (e.g., QuickBooks), to create insightful, professional visuals and summaries.

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Available Now: Benchmarks Block

The Benchmarks block compares a unit’s financial against peer benchmarks across your accessible units for a selected time period. At a glance:
  • Contrast a unit’s KPIs with peer averages for any selected month or quarter, with variance callouts for fast review.
  • Pull consolidated per-unit metrics directly from connected accounting platforms like QuickBooks.
  • Add the Benchmarks block in the Doc Editor, choose the period, scope, and KPIs, then publish.
  • Share the rendered comparison table or list so teams can spot over- or under-performance in context.

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Coming Soon: Additional Data Blocks

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Data blocks roadmap
In development
Additional data blocks will soon extend the Doc Editor so you can spotlight live metrics in different formats.
Scorecards surface snapshot KPIs such as revenue or EBITDA with optional prior-period comparisons so readers see at-a-glance trends.
Bank Feeds summarize inflows, outflows, and balances from connected accounts; select the account and date range to add current cash context.
Form Submissions report totals or statuses from internal forms, letting you display counts like quarterly marketing leads for a chosen date range.

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Organize Reports with Report Groups

Report groups help you categorize and manage reports for better organization (e.g., “Monthly Updates” or “Board Packets”). Groups act like folders, allowing you to sort, filter, and find reports quickly. Create a Group:
  1. Go to Organization > Reports.
  2. In the left sidebar, click New Group.
  3. Enter a group name (e.g., “Quarterly Reports”) and press Enter.
    • Names cannot be empty. Invalid names revert with an error message.
Add Reports to a Group:
  1. When creating a report, select an existing group in the New Report modal.
    • The report is automatically filed into the chosen group.
  2. For existing reports:
    • In the Reports list, use the table’s context menu to select Move to Group and choose a group.
    • Alternatively, drag and drop reports into a group in the sidebar.
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Report Templates
Coming soon

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Report Templates

will allow you to generate reports quickly by pulling in live data and applying predefined layouts. Templates streamline repetitive reporting tasks and ensure consistency.Key Features:
  • Live Data Integration: Connect templates to data sources to populate reports with real-time information.
  • Pre-Set Contact Lists: Assign a default contact list to a template for automatic recipient selection.
  • Customizable Layouts: Use the Doc Editor to design templates with reusable blocks and formatting.
  • Quick Generation: Create a new report from a template with one click, pre-filled with data and recipients.
How to Use:
  1. Go to Organization > Reports > Templates.
  2. Select or create a template.
  3. Configure data sources and a default contact list (optional).
  4. Generate a report from the template, edit as needed, and send.
Note: Templates will be available in a future update. Check the product changelog for release details.

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Advanced Options

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Draft vs. Sent States

Draft reports stay fully editable, allow test sends, and switch to “sent” after the first successful delivery.
Sent reports become read-only, still allow additional sends, and display analytics for every recipient.

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Manage Contacts and Lists

  • Use the to choose contacts or lists from your directory.
  • Selecting a list includes all its contacts, with duplicates removed.
  • At least one unique recipient is required.

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Troubleshoot Common Issues

Confirm you have organization access, open the Reports page from the navigation, and resolve any permission errors before drafting.
Verify recipient emails, ensure they are verified, and trim the list if you approach the 100-recipient cap.
Make sure the recipient uses the emailed address, confirm their account is verified, and have them sign in before refreshing the secure link.
Give delivery and engagement signals a moment to populate, refresh the page, and remind viewers that “Viewed” requires a signed-in, verified email.

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Frequently Asked Questions

No, sent reports are read-only to preserve what recipients saw. Create a new report for updates.
The system prevents resending the same report to the same emails. Create a new report for resending.
A secure, view-only link to the report in an email. No editing is required.
Delivery, open, and click events come from the email provider. “Viewed” is tracked for signed-in recipients.

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Glossary

  • Report: A shareable, view-only page created in the Doc Editor.
  • Doc Editor: The rich text editor for building report content with blocks.
  • Group: A folder-like label for organizing reports.
  • Recipients: Contacts or lists selected to receive a report via email.
  • Analytics: Metrics on delivery and engagement (delivered, opened, clicked, viewed).
  • Template: A predefined report layout with optional live data and contact lists (coming soon).