Creating Reports
Learn how to create reports and set up scheduled report delivery in Compass.
Overview
Managing Reports
The Report Builder uses a sidebar-driven workflow to manage your data views.
Selecting an Entity
The sidebar contains an entity selector. Choose the type of data you want to report on:
- Projects: Comprehensive project details and custom fields.
- Tasks: Task statuses, assignments, and timelines.
- Trips: Travel logs and logistics.
Building a New Report
- Select the desired Entity from the sidebar dropdown.
- Click Build New Report.
- A modal will appear where you can enter the Report Name and set Visibility (Public/Private).
- Once created, the report will appear in your sidebar under the selected entity.
Modifying and Saving Reports
When a report is selected, you can customize the data table:
- Columns: Choose which fields to display and in what order.
- Filters: Apply complex logic to narrow down the data.
- Sorting: Order the data by any column.
If you make changes to a saved report, a Save Report button will appear in the top-right toolbar. Click it to preserve your configurations.
Exporting Data
You can download your report data for offline use or presentation:
- Select the report you wish to export.
- Click the Export button in the top-right toolbar.
- Choose your format:
- Excel: Best for further data analysis and manipulation.
- PDF: Best for sharing a formatted view of the current report.
Scheduled Reports
Scheduled Reports allow you to automate report delivery via email on a recurring basis. Navigate to the Scheduled Reports tab to manage them.
Creating a Scheduled Report
- Go to Report Builder → Scheduled Reports
- Click to create a new schedule
- Fill in the schedule configuration form:
Report Configuration (Left Column)
| Field | Required | Description |
|---|---|---|
| Schedule Name | Yes | A name for this schedule |
| Report Type | Yes | Choose the entity type: Projects, Tasks, or Trips |
| Saved Report | Yes | Select from your saved custom views for the chosen entity type |
| Internal Recipients (Users) | No | Select workspace users to receive the report via searchable dropdown |
| External Recipients (Emails) | No | Enter email addresses for external recipients (paste multiple emails separated by commas, semicolons, or spaces) |
| Administration Notes | No | Internal notes that are not included in the email |
Schedule Configuration (Right Column)
| Field | Required | Description |
|---|---|---|
| Period (Frequency) | Yes | How often to send: Daily, Weekly, or Monthly |
| Time | Yes | Time of day to send the report |
| Weekdays | Yes (weekly only) | Which days of the week to send on (shown only for weekly frequency) |
| Email Subject | Yes | Subject line of the delivered email |
| Email Message | No | Body text of the email |
| Active | Yes | Toggle whether this schedule is currently active (Yes/No) |
How Saved Reports Work
When creating a schedule, the Saved Report dropdown shows custom views you have previously saved. The available saved reports change based on the selected Report Type:
- Selecting Projects shows your saved project views
- Selecting Tasks shows your saved task views
- Selecting Trips shows your saved trip views
Changing the report type will reset the saved report selection.
External Recipients
You can add external recipients in several ways:
- Type an email address and select it
- Paste multiple email addresses at once (separated by commas, semicolons, or spaces)
- Invalid email addresses are highlighted in red
Schedule Logs
Each scheduled report includes a logs drawer where you can review the delivery history and status of past executions.
Related
- Report Builder Overview — Module overview