7 docs tagged with "reports"

Provides a paid-plan persona-aware natural-language workspace for scoped AidOrbit data answers, product documentation how-to answers, overviews, reports, Mission draft imports, action previews, and confirmation-required next steps.

Provides access to legacy reporting workflows while newer report pages continue to expand.

Builds custom reports from selected scopes, metrics, filters, CSV output options, and inline preview/save/export feedback.

Lists prebuilt report templates and reusable CSV report exports.

Shows the main reports hub, scoped analytics cards, recent export audit history, scheduled reports, disaster after-action reporting for eligible Programs, and the Google Data Studio connector setup for organization reporting datasets and leadership report templates.

Loads an existing custom report into the supported builder editor so staff can preview, export, and update the saved definition without starting over.

Manages recurring report delivery schedules, active org/program scope, recipient emails, manual runs, pauses, audit summaries, and execution history with validation, loading, and error states.