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.