A full report catalog. Built once, delivered automatically.
Define one-time or scheduled reports from any data source or saved KPI. The same engine powers weekly operational reports, monthly management reviews, annual strategic reports, and exception alerts.
Filter it your way, every time
Every report opens with the same simple filter flow, so teams get a consistent experience while each report can still be tailored to its own purpose.
- Geography-based filters — region, branch, and vendor
- Desired date range — week, month, quarter, year, or a custom range
- Category filters — Estimation, Detailing, Formwork, or Shoring
- Progress and bid-status filters to narrow results instantly
- Any report can add its own filters — Loss Reason, System Type, Account Manager — as a simple configuration change
From raw dumps to executive summaries
A ready-made catalog spanning cross-category governance reports and dedicated reports for every operational category — Estimation, Detailing, Formwork, and Shoring.
Cross-Category & Governance
Pipeline health, branch and vendor performance, and audit activity across every category at once.
Estimation & Detailing
Aging quotes, win/loss analysis, turnaround trends, and executive summaries.
Formwork & Shoring
Active rentals, on-time shipping, and vendor-wise productivity, for both fleets.
Reports arrive where — and when — your team already looks
Scheduled or On Demand
Weekly, monthly, quarterly, yearly, or run whenever you need it — the same Report Engine handles every cadence.
You're Notified When It's Ready
Large or multi-year reports are prepared in the background, with an in-app notification once complete.
Download or Email
Recurring status reports delivered as a standardized package, matching Desk2Cloud's managed reporting cadence.