The Reports tab has three sections you can switch between using the tabs at the top of the page: Recurring report plans, Reports and Templates, in that order.
Reports
Reports is the section you land on. It lists every generated report with its name, who created it and when, the date range it covers, and a set of action buttons on the right.
The available actions depend on the report type:
- Edit: opens the report to let you update the AI-generated summary (PDF reports only)
- Download: downloads the report file to your computer
- View: opens the report in a new tab (PDF reports only)
- Delete: permanently removes the report
Use the search field to find a report by name, and the Filter and Sort controls to narrow down or reorder the list.
Templates
The Templates tab shows any saved report templates. A template stores your report settings, including the name, period type, selected units, and customisation options, so you can reuse them when creating future reports.
Each row gives the template name, who created it and when, and the period it covers, with Edit and Delete on the right.
Recurring report plans
The Recurring report plans tab shows any reports that have been configured to generate automatically on a set schedule.
Each plan shows its name, who created it and when, the period the next report will cover, and the date it is due under Next report. The buttons are View last report, Edit, Pause and Delete.