Reports
Replace scattered updates in chat and email with structured reports your team fills in on schedule. You define the questions once with a reusable schema, the right people get the right report at the right time, and every answer lands in one place, ready to compare.
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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 and scattered updates.
Instead of chasing information in emails or chat threads, you get organized, role-specific insights, always on time, always consistent.
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Smart Role Targeting
Only the right users see the right reports. Employees, managers, or external partners receive tailored reports based on their role.
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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
Decide how often a report should appear: daily, weekly, monthly, or on-demand, so updates are never forgotten.
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Easy Tracking & Insights
All reports are stored in one place, making it effortless to review submissions, compare data, and track progress over time.
Why Reports Are a Game-Changer for Your Organization
Clarity, accountability, and better decisions, all in one place.
With Enlivy Reports, updates aren’t just routine, they become actionable insights.
By standardizing how information is collected, you eliminate confusion, reduce repetitive follow-ups, and give everyone a clear view of progress.
Reports empower teams to:
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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 effortlessly
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Focus more on doing the work, not reporting it
Report Schemas
The Blueprint Behind Every Report
Define the structure. Collect the right data. Every time.
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 when they should appear.
Instead of scattered updates, schemas bring consistency and clarity, ensuring every report follows the same format.
By creating a schema once, you save time, maintain structure, and collect clean, comparable data that’s easy to analyze. Think of it as the blueprint that keeps reporting organized and reliable.
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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
Schemas can target specific user roles like employees, managers, or contractors.
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Flexible Frequency
Reports can be scheduled for daily, weekly, or custom timeframes based on your needs.
FULL CONTROL
What Can You Customize in a Report Schema?
Full control over your reporting structure
A Report Schema in Enlivy isn't just a static form, it's a flexible blueprint for 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 title, description, reporting frequency, and user roles who will see and complete the report.
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Display Options
Choose between vertical or horizontal layouts for a clean, user-friendly experience.
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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 for dynamic, streamlined reports.
How Reports Work in Enlivy
Turn scattered 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.
Example:
- 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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Reports Appear for the Right Users
Once a schema is saved, Enlivy automatically generates individual reports for users based on their role.
Example:
- Employees will see their daily report every morning in their Reports section.
- Managers will see their weekly report appear every Friday.
No manual reminders. No confusion. Everyone knows exactly what to fill in and when.
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Users Fill and Submit Their Reports
Users simply open their pending report, answer the predefined fields (like text, radio buttons, timesheets, etc.), and submit. The process is clear, quick, and structured, so no one wastes time figuring out what to write.
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Managers & Admins Review the Data
Once submitted, reports are instantly available for review. You can:
- Browse individual reports
- Compare responses over time
- Spot trends, blockers, or missing updates
Example:
- A manager sees all team members’ daily reports in one place, no digging through chats or emails.
- A client gets a clear, structured project update instead of fragmented messages.
Works together with
- Users Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access with full audit trails for compliance.
- Prospects Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.