Preparing your workspace…
Preparing your workspace…
Reports & presentations
Pick what a report shows and who it's for; it recalculates every time it opens. Turn the same workspace into an investor or client page, with the private figures held back where they don't belong.
Free 14-day trial — no card
Reports
What it shows
Choose what it draws from and how it's laid out: a grid, a page, a feed, a table or a deck.
Who it's for
A client report shows only what's safe for a client, from one workspace.
Always current
No exporting a spreadsheet each Friday. Open it and the numbers are today's.
Presentations
Questions
No. Reports recalculate every time they open. A published deck is different: it's a dated snapshot, so what an investor saw stays fixed until you publish again.
No. If a section can't go to the audience you chose, publishing stops and tells you which one. A client is never shown live business figures.
PDF, PPTX and Google Slides.
Free 14-day trial — no card