Reports — Overview

Reports turn the work you're already doing in Workroom — invoicing, purchasing, time tracking, product specs — into financial and operational insight. Each report reads live from your workspace, so you never enter data twice.

Finding them: Reports live in the left sidebar under Reports. Reports is a Pro feature — if your workspace is on Lite you'll see an upgrade prompt instead.

Things every report shares:

• KPI cards across the top summarize the whole filtered view at a glance.

• Filters and search narrow what you're looking at; the KPIs and totals always reflect the current filtered view, not the whole dataset.

• Export CSV downloads exactly what's on screen (current filters + sort order).

• Send Report emails the report from your studio's email address — fill in To / CC / Subject / Message and choose Attach CSV (a spreadsheet attachment) or leave it off to inline the rows as a table in the email body (up to 1,000 rows).

• Currency everywhere respects your workspace's active currency.

• Some reports remember your column choices and density between visits.

Two reports are previews. Profit & Loss and Project Performance currently show sample/demo data (they carry a banner saying so) — explore the layout and share feedback, but don't read real numbers from them yet. Everything else is live.