Reports & Dashboards — ERP reports and role dashboards

Reports & Dashboards gives each person the numbers for their job without a spreadsheet. A catalogue of ready-made HR and attendance reports runs here under each user's own permissions, and the finance, payroll and project reports open from the Report library in Insights; you save and share them, schedule them and export to Excel, PDF and more. Managers, HR, payroll, finance and admins each land on a dashboard built for their work, and an ad-hoc question tool answers what no report covers. A scheduled report runs on its own as its owner and tells the owner and anyone who subscribed, in the app and by e-mail, with a link to the result. Limits today: you cannot design new report layouts yourself, and the e-mail carries a link, not the result file; for e-mailed Excel or PDF files of a dashboard or question use Insights schedules.

Last updated 12 November 2026

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55 features in 9 areas · works with 11 other modules · 2 team workflows

Full feature list

Report catalogue

Find the report you need among ready-made reports for people, pay, finance, projects and compliance.

Running reports

Get an answer now, with the same permissions you would have inside the source module.

Run a report on demand — Pick a report, fill in its parameters such as date range, department or period, and run it.For: Every user
Parameter forms built for each report — The form shows only the choices the report supports, such as department or period pickers.For: Tenant admin
Live progress — A running report shows its progress as it works and then the result, without refreshing the page.For: Tenant admin
Tables, charts and headline numbers — Results appear as a table, a chart or a headline figure depending on the report.For: Tenant admin
You only see what you may see — A report runs under your own permissions and company, so it can never show more than the source module would.For: Every user
Run history — Browse earlier runs by name, date and status, and reopen any result.For: Tenant admin
Every run is recorded — Who ran what and when is kept in the audit log.For: Tenant admin
Payroll against ledger reconciliation — One report compares a payroll run with what was posted to the ledger and says plainly which side you lack permission to see.Works with: Payroll & WPS, Accounting & E-InvoicingFor: Accountant, Payroll manager
Large results are kept with their run — A report result is kept whole with its run up to 16 MB, so it reopens and exports like any other. A bigger one fails in plain words, asking you to narrow the filters, instead of finishing with nothing to read.For: Every user

Exports and sharing links

Take report results into spreadsheets, documents and other systems.

Export to CSV — Download any completed run as a comma-separated file for spreadsheets and other systems.For: Every user
Export to Excel with Arabic support — Excel files use column labels in your language and right-to-left layout for Arabic.For: Every user
Export to PDF — Download a paginated PDF of a result for printing or filing.For: Every user
Export to JSON and Parquet — Raw data for developers and analytics tools that read these formats.For: Developer
Share a download link — Create a download link for a result to pass to another person or system.For: Every user

Saved reports

Keep a report with its parameters and share it.

Save a report with its parameters — Name a report, keep its parameters and rerun it in one click.For: Every user
Save drawer — Save a report from the catalogue or a run: name it, choose who sees it, then optionally schedule it. The run's own parameters are kept.For: Tenant admin
Private, team or company-wide — Keep a report private, share with chosen colleagues or publish to everyone; sharing needs its own permission.Two or more peopleFor: Report owner
Saved report page — Each saved report has overview, parameters, schedule, sharing and history tabs.For: Tenant admin
See every saved report in the company — People with the extra permission can list all saved reports, not only their own.For: Tenant admin
Archive a saved report — Archive a saved report you no longer need; its run history stays attributable.For: Tenant admin
Subscribe to a saved report — Register yourself as a subscriber of a saved report and choose the app, e-mail, Slack or Teams. When the report runs on its schedule you are told, with a link to the result.BetaWorks with: Notification CentreTwo or more peopleFor: Tenant admin

Schedules

Have reports run on their own and tell the people who need them.

Run on a schedule — Run a saved report every hour, every day, weekdays, every Monday or monthly, or with a custom schedule that is at most every five minutes, in your time zone. It runs as the report's owner with the owner's permissions as they are at that moment.For: Report owner
Schedule board — See every scheduled report with its schedule in plain words and its next run time.For: Tenant admin
Never runs twice — Even if two timers fire together, a scheduled report runs only once for each due time, and every company's schedules run in that company's own data only.For: Tenant admin
The owner and subscribers are told — When a scheduled run ends, the owner and everyone subscribed are told in the app, and by e-mail when they subscribed with e-mail. Slack and Teams subscribers get it through the company's chat connection. The message links to the run and never carries the figures; each reader's own permissions are checked when they open it. A manual Run now tells nobody.BetaWorks with: Notification CentreTwo or more peopleFor: Report owner
A failed scheduled run tells the owner why — If the owner has left the company or no longer holds the permission to run reports, the scheduled run fails instead of running with old rights, the saved report shows its last run as failed, and the owner is told the reason.BetaWorks with: Notification CentreFor: Report owner
Bad schedules, names and time zones refused on save — A mistyped schedule, one that would fire more often than every five minutes, an unknown time zone, a blank or oversized name or a description over 2,000 characters is rejected at once with a sentence saying what to change, and nothing is saved. A subscription keeps the known channels, each once, and an unknown channel name is refused by name.For: Tenant admin
Schedules need their own permission — Only people with the schedule permission can set, change or clear a schedule; anyone else is refused.For: Tenant admin

Ad-hoc questions

Answer a question no report covers.

Group and total any dataset — Ask for totals, counts and averages grouped by columns such as department or month over sixteen datasets covering payslips, runs, contracts, loans, journals, invoices, bills, fixed assets, requests, attendance, leave, applicants and activities.Works with: Payroll & WPS, Accounting & E-Invoicing, HR Management, Time & Attendance, Recruitment (ATS), Activities WorkspaceFor: Analyst
Only real columns are accepted — An unknown column is refused with the list of allowed ones, so you never read an empty table as 'no data'.For: Tenant admin
Dates bucketed by month, week or year — Group a date column by day, week, month, quarter or year.For: Tenant admin
Partial answers say they are partial — Each record is counted once. When a query reaches its time limit, or a list that answers only its newest rows (500 sales invoices, for example), it returns what it read and marks the answer as capped, so a partial total is never quoted as the whole.For: Tenant admin
Saved queries can be scheduled — Keep an ad-hoc query as a saved report so it can be scheduled and shared like any other.For: Tenant admin
Dataset catalogue — List the datasets you are licensed and permitted to use, with the columns each can group and measure.For: Tenant admin
Malformed questions are refused in words — A question with a limit of zero, a filter that is not a column and value pair, or a threshold on the results that is not a set of conditions, like at least five of a count, is refused with a sentence and an example, rather than quietly ignored.For: Analyst

Role dashboards

Each person lands on a start page built for their job.

Employee dashboard — Shows upcoming events, request shortcuts and kudos.For: Employee
Manager dashboard — Shows your team today, who is out of office and the approval queue, filtered to your department.Works with: HR Management, Time & AttendanceFor: Manager
HR manager dashboard — Shows the approval queue, anniversaries, probations ending, onboarding pipeline and expiring visas.Works with: HR ManagementFor: HR manager
HR specialist dashboard — A day-to-day view for HR staff without legal-hold powers.Works with: HR ManagementFor: HR specialist
Payroll manager dashboard — Shows payroll runs, review queue, anomalies and bank file shortcuts.Works with: Payroll & WPSFor: Payroll manager
Accountant dashboard — Shows ledger shortcuts and quick reports.Works with: Accounting & E-InvoicingFor: Accountant
Social media manager dashboard — A start page for the people running social channels.Works with: Social Media SuiteFor: Social media manager
Tenant admin dashboard — Shows module health, recent severe events, compliance status and recent activity across the company.For: Tenant admin

Control and AI

Permissions, platform settings and the assistant.

Separate permissions — Running, saving, sharing, scheduling and browsing the catalogue are separate permissions on top of each source module's own.For: Tenant admin
Ad-hoc query switch — Companies can turn the ad-hoc query off with a setting; it is on by default.For: Tenant admin
Ask Copilot to run a report — Ask the assistant to list available reports, run one and read its result.Works with: AI CopilotFor: Tenant admin
Ask Copilot an ad-hoc question — Ask a question such as total net pay by department and Copilot answers from the datasets.Works with: AI CopilotFor: Tenant admin

Learn it in the app

A guided tour inside Reports teaches the work by having you do it.

Hands-on guided tour — 3 short chapters (Run a report; Open and export a result; Save and schedule reports) that start by themselves the first time you open Reports. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the Reports menu or from Tours in the account menu.For: HR manager, Accountant, Payroll manager, Every user, Tenant admin, Developer

Works with other modules

Copilot finds and runs reportsCopilot lists the catalogue, runs reports and asks ad-hoc questions under your permissions.On requestAI Copilot Finance reports read the ledgerTrial balance and profit and loss, and the VAT return in UAE and Saudi workspaces, are read live from the ledger. They are opened from the Report library in Insights; their cards in the Reports catalogue say so and link there instead of offering Run.Shared recordAccounting & E-Invoicing People reports read HR recordsHeadcount, leave, overtime and expense reports read HR and attendance data when run.Shared recordHR Management Payroll cost and reconciliation reportsPayroll cost and payroll anomalies are read from Payroll and opened from the Report library in Insights (their cards in the Reports catalogue link there); the payroll against ledger reconciliation reads payroll runs and accounting entries.Shared recordPayroll & WPS Reports links to Insights componentsThe reports home links to the Insights showcase for deeper analysis.LinkInsights — Business Intelligence & Apps Scheduled report noticeAccounting's own report designer sends a notice when a saved report view reaches its scheduled send date. This is separate from the schedule recorded on a Reports saved report.AutomaticNotification Centre Reports run on attendance and leave dataReports can run HR's leave, overtime hours and attendance reports and can query time entries and leave requests as datasets, grouped by employee, source, leave type or status.Shared recordTime & Attendance Project status summary in ReportsThe Project status summary over your active projects, with health, schedule variance and budget burn, is read from Project Management and opened from the Report library in Insights; its card in the Reports catalogue links there.Shared recordProject Management Reports runs HR's headcount, leave and expense reportsWhen someone runs an HR report from Reports and Dashboards, the figures are read live from HR, with the permissions of the person running it.On requestHR Management A payroll run is checked against the ledgerThe Reports module reads a payroll run and the ledger entry booked from it and says whether the two agree. Payroll payslips, runs, contracts, loans and work entries are also listed as data sources the Reports module can query.On requestPayroll & WPS Applicants can be reported on in ReportsWhen a report runs, Reports reads the applicant list live, so charts show the pipeline as it is now.AutomaticRecruitment (ATS)Ask questions no report answers, and export the resultThe Copilot runs grouped queries over published datasets, lists them in report history and returns export files as time-limited links.On requestAI Copilot

Done by more than one person

A report is saved, shared and used by a colleagueReport ownerColleague Payroll and finance reconcile a posted runPayroll managerAccountant

What each role gets

Report consumer — Runs the HR and attendance reports their role gives them access to, opens the finance, payroll and project reports from the Report library in Insights, and exports the results to CSV, Excel or JSON in one click, with Arabic column labels when Arabic is the workspace language. Saves parameter sets so date ranges never need re-entering each month and, where the role allows it, shares a view with the team or schedules it to run automatically, with each result kept in run history and a link to it sent in the app, or by e-mail if they asked, to the owner and anyone subscribed. A report outside their access is simply not listed, so nothing they may not see is exposed.
Tenant admin — Holds access to every module's reports — HR, payroll, accounting, projects and compliance — so the catalogue lists every report that fits the company's country. Saves reports with fixed parameters, shares them across the whole company and sets up recurring schedules, then reviews the full run history to catch a failed scheduled run, which also tells the report's owner why, before anyone else notices. A single platform switch can turn the whole module off at once if it is ever needed during an incident.

Frequently asked questions

Can I build my own report layout?

Not yet. You choose a built-in report, set its parameters and save it; columns and charts come from the report. For other questions use the ad-hoc query or the assistant.

Which formats can I export?

CSV, Excel, PDF, JSON and Parquet.

Are reports available in Arabic?

Yes. Report names and column headings exist in Arabic, and Excel and PDF exports support right-to-left layout.

Can a report show data I am not allowed to see?

No. Every report runs under your own permissions and company.

Can reports be e-mailed on a schedule?

Scheduled runs happen automatically and appear in run history. The owner and anyone subscribed are told, in the app and by e-mail for those who chose it, with a link to the result; the e-mail does not attach the result file. For e-mailed Excel or PDF files of a dashboard or question, use an Insights schedule.

Does it include a VAT return?

Yes, for countries in the Gulf, the United Kingdom and others. For the UAE and Saudi Arabia it is opened from the Report library in Insights; its card in the Reports catalogue links there.

Can I share a saved report with a few colleagues?

Yes. Choose Team, then pick at least one other person from your company; a team with nobody, or with someone who has no active account in your company, is refused so a report is never shared with no one. Choose Only me or Everyone in the company when you do not want a list.

Part of one platform

Reports & Dashboards is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.

Guides for Reports & Dashboards

Finance and operations