Reports · Analytics · Goals

Reports that pull from every module at once.

Q: Can reports be emailed automatically on a schedule?

Not yet. Reports are viewed in AmDital and exported on demand as PDF or CSV; automatic scheduled email delivery is not built.

Q: Does goal tracking connect to real data, or is it manual?

Goals track progress via linked key results with target values, owner, and target period — reviewed against real progress, not a static doc.

Pre-built reports by module, a custom report builder, OKR goal tracking and PDF or CSV export — because the data already lives in one workspace, not four disconnected tools.

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Analytics · 18 reports · 4 goals on track

Analytics · Home

18 reports · Last refresh 4m ago

Total reports

6 scheduled

Goals on track

4/5

This quarter

Data sources

Modules connected

Last refresh

4m ago

Auto-updating

Illustrative sample data — not customer results.

Why teams switch

Built for leadership and team leads who need one report gallery, not five exports.

Pre-built reports by module

CRM, HR, Finance, and Work reports ready out of the box — no dashboard to build from scratch on day one.

Custom report builder

Pick a data source, choose a chart type, add filters, save it — point and click, not a SQL query.

OKR goal tracking

Goals with progress bars and linked key results, owner, and target period — tracked, not just written down once.

One set of data

Reports read the same workspace data as CRM, HR, Finance and Work — nothing to sync or reconcile first.

Pin reports to your dashboard

Pin the reports you check daily to a personal dashboard instead of hunting through a gallery every time.

Export as PDF or CSV

Export reports on demand — for a board deck or a raw data pull.

A typical week

From input to outcome — without you babysitting.

Team lead

Opens the report gallery

Pre-built reports organized by module.

Analyst

Builds a custom report

Picks a data source and chart type, adds filters, saves and names it.

Owner

Tracks OKR progress

Sets goals and key results, reviews progress bars against target period.

Admin

Shares the numbers

Exports the report as PDF or CSV for the board deck or a deeper look.

Analytics · FAQ

Frequently asked

Do I need pre-built reports, or can I build my own?

Both — pre-built reports exist per module (CRM, HR, Finance, Work) out of the box, and the custom report builder lets you pick a data source and chart type to build your own.

Can reports be emailed automatically on a schedule?

Does goal tracking connect to real data, or is it manual?

Works with

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