Overview
Open Reports (/reports) to work with operational ledgers and repeatable report delivery. The page has four tabs:
| Tab | Use it for |
|---|---|
| Report Ledger | Transaction-level rows grouped by operational report day |
| Summary | Totals grouped by bay, producer, or carrier |
| Scheduled Jobs | Recurring daily, weekly, or monthly report generation |
| Templates | Reusable report type, format, grouping, delivery, and schedule settings |
Use Report Studio (/report-studio) when you need a custom dataset, selected columns, formulas, filters, joins, sorting, summaries, or charts. Report Studio definitions can be private or shared with the organization and move through Draft, Published, and Archived states.
Report access and export controls depend on your assigned permissions. Data is always evaluated in the active organization context and, where applicable, the facilities you can access.