Review the right period
- Open Analytics or Reports in the appropriate dashboard.
- Choose the date range and any available branch or team filters.
- Inspect the summary and underlying records before sharing a report.
- Use the available PDF or Excel export action when you need a file.
- Some AI-generated reports require an eligible plan.
- Reports reflect data received by the server; unsynced mobile work is not yet included.
- If an export is too large, narrow the date range and try again.