Reporting & Audit
How to access and use TakeSheet's reporting tools — management reports, budgets, email distribution, audit reports and module data exports.
By John1 author5 articles
- Management ReportsHow the Management Report works in TakeSheet — what it shows, how to toggle between daily and weekly views, and how to share it with your team.
- Setting BudgetsHow Admin users can configure revenue budgets in TakeSheet to track performance against target in the Management Report.
- Configuring Email Groups & Report RecipientsHow to set up and manage email groups in TakeSheet for distributing the Management Report to the right people.
- Audit ReportsHow TakeSheet's Audit Report captures every change made across the platform — date stamped, user attributed and compliance ready.
- Module Data ExportsHow to export individual module data from TakeSheet in PDF or CSV format for reporting or record-keeping purposes.