The Reports module lets you build your own reports on top of your WorkSuite data, organize them into folders, run them on demand, and deliver them to anyone’s inbox on a schedule.
Accessing Reports
Navigate to Reports from the main menu. You’ll land on the reports list, which shows every saved report in your account.
The Reports List
The left sidebar organizes your reports:
- All Reports — every report in your account
- Starred — reports you’ve starred for quick access
- Folders — your own folders; click New Folder to create one
The main area supports two layouts — card view and table view — and a Search reports… box to filter by name. Your view choice is remembered for the session.
Each report card shows the report’s name and description, its data source, its folder (if assigned), how many parameters it takes, and how many active schedules it has. Click Run Report to run it immediately.
Report Actions
Right-click a report (or open its ⋮ menu) for the full set of actions:
| Action | What it does |
|---|
| Edit Report | Opens the report in the report builder |
| Rename | Changes the report name |
| Move to Folder | Files the report into a folder (or back to All Reports) |
| Schedule | Sets up automatic delivery |
| Duplicate | Creates a copy you can modify without touching the original |
| Star / Unstar | Adds or removes the report from your Starred list |
| Delete | Permanently removes the report (you’ll be asked to confirm) |
Creating a Report
Click New Report and choose how to start:
- From Template — opens the Template Library, a catalog of ready-made reports (Sales, Operations, Inventory, Customers, Shipping, Financial). Open a template to review its data source, parameters, and tags, then click Create Report from Template to get an editable copy.
- Blank Report — name the report, pick a data source (the dataset your report runs against — this determines which fields and parameters are available in the builder), and click Create Report.
Start from a template whenever one is close to what you need — you get a working layout immediately and can adjust columns, filters, and formatting in the builder.
What’s Next?
- Build and customize your report in the report builder
- Schedule delivery and review run history
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