Reports

How it works

1
The record holds structured text, not a file.
2
Edits save as you type.
3
It stays searchable, because it is data rather than an attachment.

Best for

Briefs, notes, policies, anything read as prose.

Not the right choice for

Structured fields pretending to be prose.

Who uses this page

Marketing agency

Qualifies leads, answers capability questions, and reports what people actually asked.

Franchise network

One answer, every location — and a record of what each one is asking.

Questions

What data does the Reports page use?

It reads report records the agent has collected. Generated summaries. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a document the wrong choice?

Structured fields pretending to be prose. It is best for: briefs, notes, policies, anything read as prose.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.