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Reports

Reports on time, to the right people.

Sales, collections, utilisation, stock — set a report once and have it emailed on a schedule.

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Sales and finance reports, for whoever may see them

Revenue, orders and receivables by channel, period and team member. Who can open each report is set one by one, and it downloads as CSV.

Who sees what

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Each report’s readers follow roles.

Report list

Source, schedule and readers.

Report card

Recipients and last sent.

Ready for the meeting

Monday’s report is on the table.

Schedule

Pick a day and time.

Export

Export every row.

Share

Share by role.

From report to decision

Beside the source data.

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Security & Access

Roles, and what each role can see and do.

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Customers

One record for every customer, shared by every module.

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Sales

Leads, the calls that follow them up, and the partners who send them.

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Questions about Reports

Sales and money reports, and who is allowed to see each one. Its pages: Reports.

This module has no settings page of its own; you shape its views and fields in the workspace.

The module has 5 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.

It shares records with Organization, Security & Access, Customers, Sales, Finance, Notifications; turning it on brings them into the workspace too.

From report to decision.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

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