Tab Guide · tab
Reports tab
Daily PDF reports and summaries for review and planning.
Updated 2026-02-13
Reports
Reports provide a daily summary (often as a PDF) so you can review progress quickly.
Use it to:
- Generate daily reports
- Share summaries with stakeholders when appropriate
Related
Dashboard tab
Home base: overview widgets, quick actions, and (optional) realtime voice assistant.
Search tab
Global search across modules with filters and saved views.
Inbox tab
Unified inbox for triage: New → Reply → Waiting → Done. Includes capture and SLA views.
Messages tab
Threaded internal messaging: track conversations connected to work.
Notifications
In-app notification feed for updates, invites, reminders, and system events.
Automations tab
Rules engine for safe triage actions and routing.
Connectors tab
Connector health, backoff status, and manual sync controls.
Health (WHOOP) tab
Connect WHOOP, configure widgets, and explore API data (owner-only).
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