Growing your accounts

Reporting & scheduled reports

Run reports, build your own, and email your leadership a digest on a schedule.

Run a report

The Reporting desk runs your core revenue reports on demand, with CSV export for anything your finance team wants to work with in a spreadsheet. The report builder saves your own report definitions, so the report you need every Monday is one click away.

Build your own dashboard

Under Reporting › Dashboard, pin the reports you check most onto a single board of tiles. Add a tile, pick a built-in report or one of your saved definitions, and it shows a compact summary right there. Reorder or remove tiles as you like. Your dashboard is saved to your account, so it's waiting the next time you sign in, and every role, including reps, can build one.

Scheduled reports

Under Reporting › Schedules, put any report on a schedule, from daily to annual, and add recipients. The digest arrives in their inbox as CSV, JSON or PDF, so leadership sees the numbers on schedule without anyone exporting a thing.

Commissions

The commission ledger tracks computed commission from your quotes and closed deals, with CSV export for payroll or finance. If your team uses QuickBooks or Xero, an admin can connect accounting under Settings › Connections to send the export straight there.

Was this helpful?

If you have a question this guide leaves open, submit a ticket and the Revari team will reply at your work email.