Review Your First Report
Reports turn the activity across your workspace into a clear picture of how the business is doing. Reviewing your first one shows how the pieces you set up come together.
#What reports are for
Reports summarize what is happening so you can make decisions without digging through individual records. They pull from the work your team and AI agents do across departments.
#Where to look
| View | What it shows |
|---|---|
| Dashboard overview | A high-level snapshot of the whole workspace. |
| Department reports | Metrics focused on a specific business area. |
| CEO insights | A leadership summary of performance and what needs attention. |
#Using reports for decisions
- Look for trends, not just single numbers.
- Compare against what you expected to see.
- Follow a signal into the underlying records when you need detail.
Early data is thin data
On day one, reports reflect very little activity. Avoid drawing big conclusions until enough real work has flowed through the workspace to make the numbers meaningful.
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