Reports

Reports turn your live workspace data into branded, shareable packs you can print or save as PDF. Open Reports from the sidebar, click New report, pick a type and its subject, and it is assembled from the current data: always within your permissions (RLS enforces every read). Packs available today: Project Status, Pipeline Review, Finance Summary, Agent ROI and (for admins) an Agent Compliance Pack.

• Project Status Pack (pick a project and get a one-page status report: current status, priority, progress, timeline, total and overdue tasks, and a breakdown of tasks by status) all pulled live via a permission-checked query.
• Agent Compliance Pack (admin): a governance record of every AI-agent action. It lists a summary (proposed / approved / executed / rolled-back, auto vs human-approved), four governance attestations, a full audit ledger (agent, tool, risk, status, who approved and executed it, with timestamps) and an integrity fingerprint. Gated to users who can manage or approve agents; print, save to Drive, schedule, or share to the client portal like any pack.
• Branded + printable: each report renders in your workspace brand colour with your name in the header; use Print / Save PDF to export a clean copy for a client or stakeholder.
• Custom title & period: when creating a report you can override the auto-generated title, and for the Agent Compliance Pack choose the time window it covers (last 30, 60, 90, 180 days or 12 months).
• Permissions: anyone on the team can open Reports; who can create, edit or delete reports is controlled per role under Settings ▸ Roles (the /reports page CRUD matrix). Every report is fenced to your workspace. You only ever see your own organisation’s data.

• Pipeline Review: a snapshot of your sales pipeline: total deals, open pipeline value, won value, a breakdown by stage and your top deals.
• Finance Summary: invoicing at a glance: total raised, paid, outstanding and overdue (count + amount), with a breakdown by invoice status.
• Agent ROI: what your AI staff are doing for you: agents enabled, actions proposed / approved / executed / rolled back, and executed work broken down by domain.
• Client QBR (a per-client quarterly review: relationship status and tenure (how long they have been a client), contact details, and their invoicing at a glance) raised, paid, outstanding and overdue. Invoices are matched to the client by name.
• Save to Drive: save any report as a file in your Drive with one click; from there you can share it with a link (internal or public) using Drive’s built-in sharing, or keep a dated record of it.
• Ask your Chief, just say "generate a pipeline review", "create a finance summary" or "build a project status report for the Onboarding project" and Chief creates the report (within your permissions) and gives you a link to open it.
• Schedule reports: from any report, click Schedule to have a fresh copy generated automatically every day, week or month. You can optionally have it emailed to people (this uses your workspace email quota and is opt-in with a clear cost note). Manage or pause schedules from the Reports page.
• Share to a client portal: reports are hidden from portal/guest users by default. Click Share to portal on a report to make just that one visible in the branded Client Portal (its Reports tab), so clients see the QBRs and status reports you choose, and nothing else.