Dashboards and reporting

Turn source submissions into reporting that stays connected.

Use a finished, published Dashboard Studio board, submission search with CSV export, and scheduled forms. Reports generate themselves from source submissions.

Company Overview dashboard showing incidents, fleet compliance, open defects and toolbox coverage

Company OverviewLive product view

Three reporting moments

Move from source record to management view.

Each final crop will show a finished output or result, with one panel in view.

A finished, published Company Overview board

Published board

A finished board brings the selected view together.
The crop shows the output, not its construction.

Submission search

Find the source submissions you need.
CSV export carries those records onward.

Scheduled forms

Forms follow the schedule set for the work.
Their submissions feed the reporting record.

What management gets

Reporting tied back to the original evidence.

Source: Connected submissions
Find: Searchable records
Share: CSV export

Keep reporting connected

Follow source records back into forms and fleet.

Forms and evidence

Turn field submissions into branded, versioned PDFs.

Fleet and drivers

Join vehicle dates, checks and defect evidence.

Review your reporting need

Bring one source record and the view you need.

Book a demo See pricing