Reports

Reports lets eligible workspaces save reusable report definitions, preview the current result set, and generate outputs from the saved version. Open it from Reports in the sidebar.

The page is available when the report builder is enabled for the workspace. Partner workspaces do not see Reports. Manager seats can create and manage reports; executives with view access can open saved reports in a read-only mode.

What You See

The Reports page has two main panels:

• Saved reports — a list of active report definitions, including each report's source pairing and last updated date.
• Report detail — the selected report's definition, preview controls, export history, schedules, and assistant panel.

If no report is selected, the detail panel prompts you to choose a saved report or create one if your seat can manage reports. If the report builder is disabled, feature flags fail to load, or your workspace does not have the required seat access, Reports shows a gated state instead of calling the report APIs.

Creating a Report

Managers can click New report to start from the server-approved report registry. The creation dialog asks for:

• Primary source — the starting data source.
• Pairing — the approved combination of two sources.
• Name — the saved report name.

Source and pairing controls come from the server registry. If the registry cannot load, creation pauses instead of falling back to stale local templates. Common source labels include Activity, Performance, Pipeline, and Rep, depending on what the registry exposes for the workspace.

After creation, SMVue opens the new report detail page at /reports/{reportId}.

Editing a Saved Report

The detail panel shows the report name, created and updated timestamps, source pairing, and saved-report status. Managers can:

• Rename the report.
• Change the approved source pairing.
• Select fields, metrics, grouping, sort order, date ranges, and row limit.
• Preview the current draft definition.
• Save or reset local draft changes.
• Duplicate the report.
• Archive the report.

Draft edits stay local until you save. The page marks unsaved changes and offers Save changes, Save now, and Reset draft actions. Archived reports cannot be edited; if a report is archived or removed, the page sends you back to the active report list.

Previewing Results

The preview controls read from the current draft definition, so you can check changes before saving them. You can adjust:

• Columns — dimensions and metrics requested from the preview API.
• Grouping and sort — grouped previews pin dimensions to the grouping keys.
• Row limit — preview requests stay bounded by the UI's minimum and maximum row limits.
• Date ranges — only registry-approved date filters are shown.

If the saved definition no longer matches an approved registry pairing, the page warns that the sources are unsupported and offers approved pairings to recover the report.

Exports

Managers can request CSV, PDF, or PPTX exports. Exports always run from the saved report definition, not unsaved draft edits. If the draft has local changes, save first.

The export panel shows:

• The most recent export attempts.
• Pending, running, completed, and failed statuses.
• A preserved last successful output when available.
• Download links for completed outputs or prior good outputs after a failure.

Executives with read-only access can view export history, but they cannot request new exports.

Refresh Schedules

Managers can create refresh schedules for a saved report. A schedule chooses:

• Cadence — daily, weekly, or monthly.
• Format — CSV, PDF, or PPTX.
• Delivery mode — refresh-only, or email delivery to selected recipients.

Email delivery can include active workspace users and up to five external email addresses. Schedules always regenerate from the saved report definition. You must save draft changes before creating schedules.

Existing schedules show whether they are active or paused, their format and cadence, recipient count, next run, last run, last success, and any last failure. Managers can pause, resume, or delete schedules.

Reports Assistant

The Reports assistant can draft a validated report definition from plain language. It uses the current report name and draft definition as context, then returns a proposal you can inspect.

Applying a proposal updates the local builder draft only. It does not save the report for you, and proposals are blocked if they no longer match the approved report registry.

Related

• Impact Report — the separate time-saved report for managers and executives.