Configure
Choose the operational report type and schedule.
Scheduled delivery and automated operational reporting.
Automated Reporting is designed to stay connected to the rest of the platform, so users do not have to duplicate records or jump between disconnected tools.
Choose the operational report type and schedule.
The platform gathers the relevant structured records.
Generate the scheduled reporting output.
Deliver or surface the result according to the configured workflow.
This capability follows the same tenant, role and audit principles as the rest of the platform. That keeps data consistent and gives every stakeholder the right level of visibility.
Choose the right plan, activate optional premium capabilities when needed, and keep every workflow inside one premium workspace.