Cloudesk Reports & dashboards
Pick what to look at — invoices, payments, bills, the ledger, store and sales orders, deals, stock, work orders, inspections, maintenance, shipments, campaigns, people and time — group it by month, customer, salesperson or anything else, add the totals you want, filter it, and see it as a table or a chart. Put reports on dashboards with KPIs that show the change from the period before, and have the ones you read every Monday emailed to the team.
Real screenshots from the app, using a demo workspace.
How it works
Each dataset is one kind of record from a module you have switched on, with the fields you can group by, measure and filter on.
Group by up to three fields (dates by day, week, month, quarter or year), measure totals, counts, averages or distinct counts, filter, and choose the dates: this month, last quarter, this financial year…
Save it, put it on a dashboard, show it as a KPI against the period before, or email it on a schedule.
The tour
01Build a report
Choose a kind of data, group it by any field, and total, count or average what you need. Show it as a table, bars, a line, an area, a donut or a single number.
02Dashboards
Put saved reports on a dashboard as numbers, charts and tables, and share it with the team. Each tile runs live on your current data.
03Scheduled emails
Email any report daily, weekly or monthly to people on your team. It runs as you, so it never shows more than you can see.
In detail
Money, selling, operations and people datasets, each limited to your workspace and to what your role can see — a sales rep who only sees their own deals only reports on their own deals.
We'd rather be upfront than surprise you later:
Reports run as the person looking: a rep limited to their own CRM records, or someone without payroll access, sees only what their role allows.
From the month your accounting year starts in (April by default), so 'this financial year' on 24 October 2026 is 1 April 2026 to 31 March 2027.