Reports and data exports

Start with the decision

Select a report because it answers a clear question. Confirm workspace, date basis, status, currency and department before interpreting totals.

Use a consistent review rhythm

Review daily operational exceptions, weekly demand and service trends, and monthly financial performance. Add context when sharing an export so recipients understand filters and timing.

Handle exports safely

Export only the data needed, share it through approved channels and remove local copies when no longer required. Sensitive exports should remain limited to authorised roles.