Reports & Analytics

Build the Reports Your Business Runs On

A widget-based report builder that aggregates data across HR, recruitment, sales, and finance. Compose your own dashboards from stat cards, charts, and tables, share them with the team or keep them private.

30+ Widget Types
5 Data Domains
CSV & PDF Export
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Core Features

Everything You Need to Understand the Numbers

Pull live data from across the platform into custom dashboards. Filter by date, group by team, share with stakeholders, and export when you need to.

Custom Report Views

Build as many named views as you need, one for finance, one for hiring, one for the board. Each view has its own widgets, layout, and filters.

  • Unlimited named views
  • Set a default view
  • Private or shared
  • Slug-based URLs

Export & Share

Download CSVs of any entity, candidates, jobs, invoices, customers, or print the whole view as a print-ready PDF. Filter by date range first.

  • CSV export per entity
  • Print-ready PDF
  • Date-range filtered
  • Public sharing toggles
Data Domains

Five Domains, One Dashboard

Pull data from candidates and jobs, companies and bookings, sales orders and invoices, customers and revenue, and combine them in a single view that fits how your team thinks.

HR & Recruitment

Candidates, jobs, companies, bookings, timesheets, every recruiting metric.

Sales & Finance

Orders, invoices, revenue, growth rate, top customers, the money view.

Operations

Projects, tasks, timesheets, mid-sprint additions, delivery health.

Pick Data
Add Widgets
Filter
Share
Q2 Board Pack
Revenue: £482k (+18%)
Active candidates: 1,204
Charts & Tables

Visualise Trends, Drill Into Detail

Line charts for trends, bar charts for comparisons, pie charts for distributions, and tables for the rows that matter, recent orders, overdue invoices, top customers.

Trend Lines

Candidate, job, and revenue trends over your chosen date range.

Distributions

Pie charts for invoice status, bar charts for top customers.

Revenue trend Last 30 days · Line chart
Invoice status Live · Pie chart
Filters & Sharing

Same Data, Different Lenses

Apply a date-range filter to refresh every widget at once. Make a view public so the leadership team can bookmark it, or keep it private to draft in peace.

Date Ranges

Last 30 days, this quarter, custom, applied to every widget at once.

Public Views

Toggle a view public so anyone in the workspace can bookmark and view it.

Recent Activity
Invoices export downloaded Today, 09:42
Q2 Board Pack made public Yesterday, 17:18
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FAQ

Frequently Asked Questions

Live data from candidates, jobs, companies, bookings, timesheets, projects, tasks, sales orders, invoices, customers, and revenue. Anything in the platform is available as a widget.

Toggle a report view to public and anyone in your workspace can bookmark it. For external stakeholders, export to CSV or PDF and share the file.

Reports run live every time you open them, so they're always current. For recurring exports, generate a CSV or PDF on demand and share it through your usual channels.

Line charts for trends, bar charts (including stacked) for comparisons, pie charts for distributions, and sortable tables for row-level detail. Each widget comes pre-configured for the data behind it.