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Reports

Open in Kareenos

Branded, paged, print-ready reports built from your data sheets, exportable to PDF and shareable as a link.

On this page

A Report is a branded, paged, print-ready document built from your data sheets and designed to be run again and again.

Where to find it

Reports is a row of level 2 (Workspace). Press Open in Kareenos above. The page has its own Project picker at the top right, beside the Viewer and Builder switch: check it shows the project you want. Anyone granted the project can run a report; Builder is for builders.

The Reports page in the Workspace: the Project picker and the Viewer and Builder switch at the top right, the project's reports listed on the left, and the preview area on the right

What makes a Report different

A Report is query-driven. You run it with filters (a date range, a branch, a customer) and it pulls the current figures out of your Data Sheets, lays them out over numbered pages with your branding, and produces something you can hand to a client or a board.

A Document is free text an agent wrote once. A Report is repeatable: same definition, new numbers, every time you run it.

Snapshots, PDF and sharing

Each run is frozen as a snapshot, so a figure you quoted last month still reads the same when someone opens it again. Alongside that:

  • Export any run to PDF.
  • Share a public link, which always shows the latest run rather than a fixed copy.
  • Have a scheduled automation run a report and email it out.

Step by step: running, freezing and sharing a report

  1. Open Reports and choose the Project at the top right.
  2. Click the report in the list on the left. Its preview opens on the right with the filters it asks for.
  3. Set the filters and run it. The paged output renders live from the current data.
  4. Open Report Runs from the report to see every run. A run marked live re-renders from stored data; press Freeze snapshot to fix it as a printable, unchanging copy.
  5. Press Share run to copy the public link, or export the run to PDF.
  6. Ask in New Task to schedule the report if it should arrive by email on a cycle.

Note

Because runs are frozen, re-running with the same filters after your data changed produces a new snapshot with different numbers. Both remain available.

Common mistakes

  • Editing a report's figures by hand. Correct the underlying rows and run it again.
  • Sharing a PDF when you wanted the recipient to see the latest figures, or sharing a live link when you wanted the numbers pinned.
  • Using a report where a dashboard tile would do. Reports are for printed, paged output.

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