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Each app keeps its own reports. Reports puts them in one place, across every business you run — and lets you build your own and have them sent.
Nothing is copied: each report is the app’s own, opened where it lives.
Every report of every app you have on.
One business, a group or all of them.
Pick a record type, its columns and filters.
Emailed daily, weekly or monthly.
A figure someone may not see reads “Not shared with you”.
Every
app’s reports, listed
All
your businesses, or one
One
place to build and schedule
Each app keeps its Reports in its own menu. Calisto Reports reads the same reports — never a second copy of a number.
Four steps, from any app.
Every report of every app you have on, by category.
One business, a group or all of them, from the header.
Any record type, its columns and filters, saved and shared.
Daily, weekly or monthly, to the people who should see it.
2 of these 4 connections are in your plan today. The rest stay visible so you know the instrument is there before you need it.
Which businesses a report covers follows the businesses and groups you run in Purview, and what each person may see.
A group’s businesses read together: pick the group in the header and every report covers all of them.
Financial statements are Ledger’s reports, listed here and opened in Ledger.
Hours, labour and scorecards are Workforce’s reports, and its schedules are listed beside the others.
Every report of every app, across your businesses.
Every app’s reports in one place, across one business, a group or all of them — plus custom and scheduled reports.
No. Every report belongs to the app that makes it, and each app keeps its Reports in its own menu. Calisto Reports lists every report of every app you have on and opens each one where it lives — the same report, never a second copy of a number.
Yes. Pick one business, a group or all of them in the header; a custom report runs across the businesses you picked. You only ever see the businesses you belong to.
Whoever the business shares it with. A figure a person may not see reads “Not shared with you”, and a scheduled report never sends money to someone the business has not shared it with.
Nothing extra: it is included with every Calisto account, with Purview and Blueprint.
