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Reports written by Atlas

A saved report is a question you ask once: Atlas picks the figures that answer it, then rewrites the analysis with current figures, on demand or on a fixed date.

Depending on your plan Reports › Reports written by Atlas Each member creates their own; only its creator and administrators edit it Try it in the demo
The Reports written by Atlas section: the New report button, the shared Weekly pipeline review report delivered every Monday, and four templates.

Create a report

Section titled “Create a report”
The New report window: your request, an optional name, the period, delivery by e-mail and in Today, and sharing with the team.
  1. New report, or a template: Weekly pipeline review, Team activity, Quarter forecast, Revenue and churn.
  2. Write your request (for example: where does the pipeline stand this quarter and which deals may slip?). The name is optional: Atlas suggests one.
  3. Choose the period and the delivery: none, Every Monday or Every month.
  4. Create and generate: Atlas writes the first version.

Read a report

Section titled “Read a report”
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  1. 1Period
  2. 2Schedule
  3. 3PDF
  4. 4Regenerate
  5. 5Summary
  6. 6A section
  7. 7Recommendations
  8. 8Cited records
Hover a number to locate the area. Click the screenshot to enlarge it.
The Weekly pipeline review report: period, delivery every Monday, PDF and Regenerate at the top, the summary, the sections with their chart and analysis, the recommendations and the cited records.

A version holds a summary, one section per query (its chart and its analysis), recommendations and the cited records, which open in one click.

  • Regenerate writes a new version with current figures. Earlier versions stay in the Version menu.
  • PDF downloads the version shown.
  • The period and the schedule are changed at the top of the report; Next delivery gives the next date. On a report shared by someone else, they stay those set by its creator.

Scheduled delivery

Section titled “Scheduled delivery”

With Every Monday or Every month, the report is rewritten at 7:00 (Paris time), on Monday or on the 1st of the month, for the person who created it: they receive it by e-mail and as an alert in Today.

Share

Section titled “Share”

Share with the team (the … menu) makes the report visible to every member. Each person generates their own version there, computed with their permissions: nobody sees someone else’s figures. Only its creator and the organization’s administrators rename, share, schedule or delete it; deleting it erases all its versions.