Custom Reports

Why it matters

Start blank or from a template, then assemble a personal scoreboard from income, KPIs, equity, breakdowns, open-book queues, and capital widgets. Pro includes up to 25 reports, and pinning one opens it as a Dashboard tab.

• Start blank, from a template, or from Analytics “Save as report”
• Up to 25 reports on Pro
• Pin reports to Dashboard tabs — the report opens in place, not just a link