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Reports — What's Available and When to Use Them
The Reports module gives you structured views of your data — by reminder, by document validity, by activity, by replies, by document type, by user permissions, and (for fleet customers) by fleet compliance. Reports are accessed from the Reports module in the sidebar, shown as a flat card list. Each report has its own filters and (where supported) export options. The single permission report_view gates access to all reports — there are no per-report permission keys.
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How to Run and Export a Report
Open the Reports module, pick a report, set its filters, and click View Report / View Activity / View Replies / Run (the label varies by report). The data appears in a table. Most reports have Copy / Excel / PDF / Print buttons above the table for export. Reports don't auto-update when filters change — you click the run button to refresh.
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Using the Activity and Replies Reports
The Activity Report is your workspace audit log — every event over a date range. The Reminder Replies Report is your record of recipient responses over a date range, filterable by contact. Both reports live in the Reports module and support Copy, Excel, PDF, and Print export of the visible table.
