Reports

• Briefing reportsThe five Briefing tabs and what each one answers, from what needs attention today to where skills and competencies fall short.
• Building a reportBuild a table, chart or tile step by step, with the fields, totals, groups and filters that answer your question.
• Organising reports into categories and dashboardsKeep a growing report list findable, and put the numbers that matter on one screen.
• Sharing reportsGive somebody a report, or have it emailed on a schedule, and know whose data they will see.
• Scheduling report deliveriesHave a pack of reports emailed on a cadence, and know what arrives, when, and whose data it holds.