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Reports

Use operational reports

Use the available reports and filters to review operational information for the period you need.

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Last updated 21 Oct 2026

Reports provide a workspace view of the operational data available to your role.

Steps

  1. Open Reports.
  2. Select the report that matches the question you need to answer.
  3. Apply the available date range or other filters.
  4. Review the results before using them to make a business decision.

Tips

  • Use the same date range when comparing related reports.
  • Report visibility depends on your permissions and the data available in the workspace.

Interpret reports in context

Use the same filters and date range when comparing related results. A report reflects the workspace data available for its selected period and permissions, so a figure may differ when the date range, status or source record selection changes.

See Business Health and comparing report periods.

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Compare report periods and source data

Use consistent filters and source records when comparing operational reports across time periods.

Use Business Health

Review the Business Health view alongside operational reports to identify data and workflows that need attention.