Welcome to Reports & Analytics. This is where you build, share, and explore your data — from quick variance checks to full board dashboards.
How Reports & Analytics is organized
The Reports & Analytics page has two tabs:
Bundles — a card grid of curated reports and your three document folders (My Documents, Shared with Me, Team Documents).
All Documents — a flat list of every report you have access to.
To start a new report, click + New report in the top right.
Three ways to start a report
You have three entry points, depending on what you're trying to do:
If you want to… | Start with… |
Get a polished report fast (P&L, variance) | A reference report — duplicate it and tweak |
Answer a specific question in plain English | The Agent — describe what you want |
Build something custom, end-to-end | A new report from scratch |
The reference reports are usually the fastest path. The Agent is best for "I just want to know X" questions. Building from scratch gives you the most control. You can mix and match — start from a template, ask the agent to modify it, then fine-tune by hand.
In this section
Getting started
Start from a reference report → — the fastest way to get a polished report (P&L Statement, P&L Variance)
Ask the Agent → — describe what you want in plain English
Build a report from scratch → — full control over every field and chart
Working with dashboards
Save and edit a dashboard → — turn your reports into living dashboards
Advanced: comparisons, controls, and scheduled delivery → — period-over-period, date controls, email scheduling
Organizing and sharing
Where your work lives → — My Documents, Shared with Me, Team Documents
Share a dashboard → — share with specific teammates
Move a dashboard into Team Documents → — make it visible org-wide
Need help?
If you get stuck or run into anything unexpected during the beta, please reach out to your Drivepoint contact. We're collecting feedback actively and your input shapes what ships next.
Want to dig deeper?
The Reports & Analytics page is powered by Omni. For more advanced topics, the Omni docs are a great resource:
Sharing content — share dashboards with users, groups, and the whole organization
Organizing content — folders, labels, and how to keep your workspace tidy
Finding & managing content — overview of permissions, roles, and content organization
Troubleshooting permissions — what to do when something is locked or missing