Reports
Turn scattered updates into structured team reports
Replace chat and email updates with structured reports your team fills in. Define the questions and rhythm once in a schema, share it, and compare every submission in Enlivy.
Define your first report schemaFree account, no card needed. The Reports · Standard pack is €6.99/month, excluding VAT, and you add it in the app.
THE REPORTS ADVANTAGE
How Enlivy reports keep teams aligned and informed
Structured updates that save time and improve clarity
Reports in Enlivy are designed to eliminate guesswork.
Instead of chasing information in emails or chat threads, you get organized, role-specific answers in the same format every time.
Reports hold what people write. Figures from your invoices and payments are on the Dashboard.
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Smart role targeting
Decide who can submit each schema, who sees only their own reports, and who sees everyone else's, through projects and roles.
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Customizable data collection
Mix and match fields like text, dropdowns, timesheets, or checkboxes to gather exactly the information you need.
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Consistent reporting cycles
Label each schema daily, weekly, quarterly, or on demand, so everyone knows the expected rhythm.
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Easy tracking & insights
Reports stay on record, so you can review submissions, compare data, and track progress over time.
What reports change for your organization
Clarity, accountability, and better decisions.
With Enlivy Reports, an update is no longer a message someone has to find again. It is a report you can open, compare, and act on.
By standardizing how information is collected, you eliminate confusion, reduce repetitive follow-ups, and give everyone a clear view of progress.
Reports help teams:
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Stay aligned without endless meetings
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Spot trends and bottlenecks early
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Keep stakeholders informed
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Focus more on doing the work, not reporting it
Report schemas
The blueprint behind every report
Define the fields people need to complete, then collect their responses in that structure.
Report Schemas are the backbone of the Reports feature in Enlivy.
They define exactly what questions should be asked, who needs to answer them, and how often answers are expected.
Each schema also has a kind, which says what its reports are for. A daily log or feedback stays within your team. A work report covers a period and is written for someone in the project, such as a client. An acceptance report is always written for someone, who confirms it in the Customer Portal. Meeting notes and general reports can name a recipient or not.
Everyone answers the same questions in the same format, so this week's reports compare with last week's. If you change a schema later, each report already filed keeps the questions it was answered against.
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Consistent structure
Every user answers the same predefined questions, making reports easy to read and compare.
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Role-based assignments
Share each schema with a role, a project's members or one person, in one project or across the organization. You decide who can submit it, who sees only their own reports, and who sees everyone else's.
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Flexible frequency
Mark a schema as daily, weekly, quarterly, or on demand, so everyone knows the expected rhythm.
FULL CONTROL
What can you customize in a report schema?
Full control over your reporting structure
A Report Schema in Enlivy is more than a static form. It sets how your reports are created, displayed, and filled out.
You decide what data needs to be collected, who should provide it, and how it should appear, ensuring consistency across your entire team.
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General settings
Set the kind, title, description, instructions, and frequency of each schema, in each of your languages.
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Field styles
Adjust how each field is styled, so the form stays clean and easy to fill in.
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Report fields
Add questions or fields in formats like text, dropdowns, radio buttons, or timesheets.
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Conditional logic
Show or hide fields based on previous answers, so each report asks only what applies.
How reports work in Enlivy
Turn updates into structured, easy-to-track insights.
In many organizations, updates are shared randomly, some via chat, some in long emails, others forgotten entirely.
With Enlivy, Reports give you a single, organized way to collect updates, track progress, and keep everyone accountable.
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Define the report schema
First, you create a Report Schema, a reusable template that decides what questions to ask, who should answer them, and how often.
Examples:
- A Daily Report for employees with fields like "What did you accomplish today?"
- A Weekly Summary for managers with questions about team progress and blockers.
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The right people open the right schema
Once a schema is saved and shared, the people you shared it with open it from Reports in the Customer Portal, or in Enlivy if they work in the back office, and submit it when it is due.
Examples:
- Employees fill in the daily schema in their Reports section each morning.
- Managers submit the weekly one on Friday.
The schema’s frequency tells everyone the expected rhythm. Enlivy does not create the report for them or send reminders. To ask one person for one report, assign them a task that requests it: submitting the report completes the task.
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Users fill and submit their reports
People open the schema, answer its fields (like text, radio buttons, timesheets, etc.), and submit. They can keep a draft until they are ready, and required fields are checked before the report is saved. The process is clear and structured, so no one wastes time figuring out what to write.
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Managers & admins review the data
Once submitted, a report is open to everyone allowed to read it. You can:
- Read each report with the records it links to, such as an invoice, a contract or a task
- See one person's reports for any period on their user record
- Download a report as a PDF
Examples:
- A manager sees the whole team's daily reports together, without searching through chats or emails.
- In the Customer Portal, a client reads the report written for them and confirms it when the report asks for confirmation. You can also email it to them from the mailbox you connect to Enlivy.
Works together with
- Users Clients, suppliers, and colleagues share one list in Enlivy. Open anyone's record to see what they owe you or you owe them, their documents, reports, and proposals, as far as your role allows.
- Dashboard Start the day with what is waiting on you, such as overdue invoices or bank transactions to classify, and open the list behind each one. Arrange the widgets for yourself, or for the whole team if you manage the organization.
- Sales Pipeline See which opportunities are moving forward, review the conversation before you follow up and keep proposals close to the deal.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.