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The Reports module turns your workspace data into useful visualisations: pipeline, revenue, team performance, time trends. Enhanced by AI for natural-language analysis.
Report dashboard with charts and KPIs

What you can do

Dashboards

Create dashboards with many charts and KPI cards.

Chart builder

Build custom charts from any object.

Arya Report Chat

Natural-language analysis — ask and Arya answers with data.

Public and scheduled reports

Read-only links, automatic email delivery.

Exports

PDF, Excel, CSV, PNG.

Ready-made reports

Arya includes preconfigured templates:
  • Sales pipeline: stage distribution, forecast, aging
  • Revenue report: per-period revenue, trends, top customers
  • Sales leaderboard: sales rep ranking on configured metrics
  • Customer health: recent activity, account health
  • Task analytics: team productivity, completed vs overdue
  • Project margin: per-project profitability
  • HR dashboard: attendance, leaves, turnover, headcount
  • Finance KPI: DSO, DPO, cash flow, EBITDA
Start from a template and customise.

Roles and permissions

Who can create reports: Admin, Manager. Who can view: configurable per report (private / team / workspace / public via link).

Next steps

Create your first dashboard

Walkthrough from data choice to charts.