Reports: every report on one date range

Reports is one page. Every report you can open sits in the left rail, grouped Delivery, Team, Finance, Service and Sales, and all of them read the one date range at the top of the page.

Sales reports used to be a second page in the navigation with a date control of its own. It is now the Sales category in this rail, and a link you saved to it lands on the matching report here. Links to the old delivery lenses land the same way, and an old range value carried in one of those links resolves to the nearest window on the new control.

The rail is the grouped navigation Settings and Integrations already use. A category is drawn only when you can open at least one report inside it, so it never offers you an empty page. With no report named in the address, Reports opens on Portfolio overview, or on Pipeline & forecast for someone in sales who does not have the delivery reports.

One control above the report sets the window for every number in it: This month, Last month, This quarter, Last quarter, Year to date, Last 30 days, Last 90 days, Trailing 12 months, or a custom start and end day. A first visit opens on This month, and after that Reports remembers the range you last used. The range travels in the page address too, so a link you paste to a colleague opens on the window you were reading.

Every window is cut in your workspace's time zone: today, this week, this month, this quarter. There is one zone for the whole workspace rather than one per person, so a report means the same thing to everyone who opens it. A tenant admin sets it in Settings, in the Workspace basics section, and it starts on the zone Current already used for notification timing and the lead response clock, so there is usually nothing to set. The printed header names that calendar under the date the report was generated, so a report you hand to a partner says which midnights its windows were cut on.

Money reads in your workspace currency, set in the same place, and is never converted. A figure your PSA holds as 12,400 is shown as 12,400 with your currency's symbol and separators on it, and a money column you export carries the three-letter code in its header.

The Compare switch sits beside the range and starts on. With it on, every number that covers a stretch of time carries the change against the period before it, and the chip names the period it measured against. What counts as the period before follows the range you picked.

• ＋This month, This quarter and Year to date compare against the same days one month, one quarter or one year earlier. On 6 September that is 1 to 6 September against 1 to 6 August, not against the whole of August.
• ＋Last month and Last quarter compare against the month or the quarter before them, whole against whole.
• ＋Last 30 days, Last 90 days and a custom range compare against the same number of days, ending the day before your range starts.
• ＋Trailing 12 months compares against the twelve months before it.

• ＋Delivery. Portfolio overview: every active project at a glance, with health, hours, budget and open risk. If you are not a project manager or admin, the hours tile is labelled Your hours logged, because you can only see your own time entries, while the budget tiles always count the whole portfolio. Progress & milestones: on-time delivery, task throughput and the milestones ahead. Risk: AI-flagged risks and the logged risk register, by severity and by project.
• ＋Team. Effort: hours logged over the period, by project and by person, with the billable mix. Capacity: who is over and under capacity, and where the open work sits.
• ＋Finance. Budget: budgeted against actual hours and spend, project by project. Profitability: revenue, cost and margin per project from logged hours and cost rates.
• ＋Service. Service desk: tickets opened and closed, response and resolution times, and where the load lands. Its figures come from the same definition your dashboards read rather than a second count of the same tickets, so the two cannot disagree.
• ＋Sales. Pipeline & forecast: open pipeline by stage and owner, the weighted forecast, win rate and velocity. Forecast accuracy: past commit and best-case forecasts against what actually closed. Deals by type: new logo, expansion, renewal and project deals, open, won and lost in the period. MRR movement: new, expansion, contraction and churn in recurring revenue, with retention. AE scorecard: pipeline, wins, activity and goal pace per account executive. Whitespace coverage: which offerings each account holds, and the biggest gaps. Book & activity: first appointments, headcount trend, revenue motions and the book at a glance.

A report you cannot open is not in your rail, so two people on the same team can open Reports and see different lists. The rail is the courtesy; the wall is underneath it. Every row a report reads comes back through your own database permissions, which is what stops a report you cannot see from being reachable by editing the address.

Three kinds of time entry sit on the Time page as real rows without being delivered work, and none of them counts in these reports: time a manager rejected, time your PSA voided or deleted during pre-invoice review, which nobody was ever billed for, and time a manager wrote off as unbillable. Rejected and voided time stopped counting on 26 July 2026, so Effort, Capacity, Budget and Profitability read lower than they did before that date, and the change is a correction rather than lost work.

• ＋Effort and Capacity show fewer hours per person and per project.
• ＋Budget shows less burn, so the burn-rate trend flattens slightly and the count of projects over budget can fall. A project that was only over budget because of voided or rejected hours stops being named, which is the point.
• ＋Profitability moves on both sides, and not always the same way. On a project with a billable rate, revenue and cost both come from hours, so they fall together and the margin percentage shifts only a little. On a project with no billable rate, revenue is the budget amount and does not move at all, so dropping the voided and rejected cost makes that project's margin read higher than it did. The revenue basis is shown on the row, so you can tell which kind you are looking at.
• ＋Export CSV moves with the reports, since its hours and budget-used figures are the same numbers. A spreadsheet you exported before 26 July will not match one you export now.

Export PDF prints the report you are looking at. The letterhead carries your workspace's own name rather than Current's, because the page you hand a partner should be yours, and under it sits the report name, the scope you filtered to, the period, the period it is compared against, the day it was generated and the calendar those windows were cut on. Tables print every row instead of stopping at the edge of the screen, and a card is never split across a page break.

Export CSV writes the same report as rows: the period and the comparison period, the scope, every key figure with its previous value, and every table on the page. A money column names its currency in the header, as in "Open value (GBP)", and the cell itself stays a plain number so a spreadsheet can add it up.

Schedules, at the top of the page, sends reports to an inbox on a repeat. One schedule holds up to eight reports and arrives as a single email with one PDF attached: a cover page, then a section per report.

You pick weekly on a weekday, or monthly on a day of the month or its last day, and an hour, which is read in your workspace time zone. Then the period the email describes: the previous full week or the previous full month, which is the default, or the last 30 days, the last 90 days, this quarter to date, or this year to date. Comparison is on by default, so the email carries the same change figures the page does.

Anyone except a partner can set up a schedule for their own inbox, from the reports they can open. A tenant admin can also send it to other members of the workspace and to up to ten addresses outside it. Send a test now runs the whole thing once and delivers it to your own address, so you can read the real email before anyone else does. A schedule can be paused and resumed, and deleting one asks first.

If Current cannot read one of the systems behind a section, the section says so in a sentence instead of drawing a zero. A zero and a failed read look the same on a chart and mean opposite things, so a broken read never becomes a number: you get a line naming what could not be read and whether it is worth trying again, and the rest of the report still renders. The same rule follows the report into the PDF and into a scheduled email: the email still arrives, carrying the sentence where the figures would have been, and the run is logged as partial.

Reports is a staff surface. Partners never see the row in their navigation, and a partner who reaches the address gets a note pointing them back to their portal rather than a stripped-down version of the page. See "What partners can see — and what they never can" for the full partner contract.

An account executive without CRM access has no reports to open, so the row is not drawn for them either. Everyone else on staff has at least one.