Reports

What this does for you: Turns a one-off analysis into a standing deliverable. You generate a report from your connected accounts. It's saved, and then you attach an alert so it's delivered on a schedule. This is the answer to "we rebuild the same performance deck every month."

What's on the screen:

• Four counters across the top: saved reports, alerts active, paused, and without alert: the last one is the useful one, because it tells you which reports nobody is receiving
• A searchable, starrable grid of saved reports. Each with a written description of exactly what it covers (account, date range, metrics)
• Create alert directly on any report that doesn't have one
• Share and View report per card, plus delete
• New report to generate a fresh one

Why it matters: Reports and alerts are deliberately separate objects, the report is the analysis, the alert is the delivery. That means one report can serve several audiences on different cadences, and you can pause delivery without losing the report.

Watch for in demos: A tenant with many saved reports and zero active alerts is a real, common state. It's a good hook ("you've built the analysis, nobody's receiving it") but don't present a paused account as if it's running.

When to come here: Setting up recurring client or leadership reporting. Auditing which reports are actually being delivered. Replacing a manual monthly performance deck.