Board Reports
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Live Reports
Export your real data — instantly
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Available report packages
All reports use only data you've added — no demo content.
Custom Entries — Reports
Add, edit or delete rows. Totals and the chart below update instantly.
Entries
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Total Amount
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Total Units
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| Label | Category | Amount | Units | % | Notes | Actions |
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Standard Template — Reports
Report rows / line items for the board pack. · Imports into data_entries
Upload your filled template (or any Excel)
AI will auto-detect columns and match them to template fields.
AI Excel Analysis — Reports
Upload an Excel file related to reports — AI extracts KPIs, charts, and recommendations.
Drop Excel file or click to upload
.xlsx / .xls / .csv • AI extracts insights & charts