Reports
Turn module output into a branded report you can send or download.
Use the sections below for the full walkthrough and the most common follow-up questions.
What this module does
The Reports module pulls the useful pieces from the other modules and turns them into one client-ready summary. It is the easiest way to show progress without making someone jump between seven different screens. You choose the date range and modules, generate the report, and then download or share the finished output.
What you need to set up first
- Have at least one active module or some saved activity so the report has something to include.
- Choose the date range you want the report to cover.
- Decide which modules should appear before you generate the report.
- Make sure Playwright is available if you want PDF downloads.
How it works
- 1 You select the report period and the module mix from the report form.
- 2 The system gathers the latest saved data from each chosen module and builds a single branded summary.
- 3 The report is saved as a record so you can return to it later instead of regenerating it from scratch.
- 4 The HTML view shows the same content the PDF export uses, which keeps the printed version consistent.
- 5 If a module has no data, the report leaves that section out instead of filling the page with noise.
What you'll see in the UI
- The summary cards show how many reports exist and how many are ready to send.
- The latest report card tells you which report was created most recently.
- The module chips show exactly which modules were included.
- Each report card shows the period, status, and quick export buttons.
How to act on the output
- Generate a report after a meaningful period of work, not after every tiny change.
- Open the report view to check the executive summary before you send it.
- Download HTML or PDF depending on how the client likes to review documents.
- Adjust the next report period or module list if the first one feels too broad.
Limits and known gaps
- PDF download depends on Playwright Chromium being installed on the host.
- Sections only appear when the selected module has data to contribute.
- The report does not invent metrics for modules that are not active.
- If analytics or other connectors are not ready, those sections stay sparse or absent.
FAQ
Short answers for the most common follow-up questions.
That usually means the module had no data in the chosen period or the module was not included in the form.
Yes, as long as Playwright Chromium is available on the host. The PDF path reuses the same report content as the HTML view.
Monthly is a good default for most clients. Weekly works when the account is moving quickly and you want tighter feedback.
Yes. The module list is flexible, so you can include only the sections that have something useful to say.
Need more help?
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