Founders
Cash, runway, pipeline and headcount cost in one view, current as of this morning.
All products
Dockly ReportsBeta
See the bigger picture.
Bring information from across your modules into views that help your team decide what comes next.
Included in Dockly One. Ask about this module on its own.
Reports overview
Across your workspaceConnected insights
Shared overview
Trends
Ready when you areOne connected workspace
Reporting is usually the tax you pay for having your data in five places. When every module agrees on who a person, customer or invoice is, a cross-business answer stops being a project and becomes a question you can just ask.
ILLUSTRATIVE PREVIEW
Reports at a glance
A sample view of how this app could keep your team in sync.
Views8Sample workspace
Sources6Connected apps
Insights12To explore
WHO IT IS FOR
Built for the way you already work
Finance and ops
Answers that hold up, because they are computed from the ledger rather than assembled from exports.
Anyone preparing for a board meeting
The numbers do not need rebuilding each month, because nothing was copied anywhere.
IN DETAIL
What Dockly Reports does
Every capability needs product sign-off before launch.
Cross-module answers
Ask what a hire costs you all-in and get salary, tax and benefits together, because all three live in the same model.
Cash and runway
What you have, what is committed and what is expected, computed from real invoices and real payroll.
Attention, not dashboards
Dockly AI surfaces what changed and what needs a decision, instead of leaving you to spot it in a chart.
Drill down to the record
Every number goes back to the invoice, payslip or deal it came from. Nothing is a figure you cannot explain.
Scheduled summaries
A regular digest to the people who need it, without anyone assembling it.
Export when you need it
Take any view out as a file when someone outside Dockly needs it.
CONNECTED DATA
What flows in and out
The reason Reports needs less of your time than the tool you use today.
Into Reports
What changes
- The monthly number-gathering exercise disappears.
- Every figure can be traced back to the record that produced it.
- You find out what needs attention without going looking.
QUESTIONS
Before you ask us
Do I need every module for Reports to be useful?
It reports on whatever you have. With one module it is a better view of that module; the cross-business answers are what the full suite unlocks, which is why cross-module reporting sits on the Dockly One plan.
How current is the data?
It is the data. Reports reads the same records the apps write to, so there is no sync to wait for and no overnight refresh to miss.
Can I build my own views?
Dockly ships with the views most businesses need and Dockly AI answers the ad-hoc questions. If you have a specific reporting requirement, tell us about it — we would rather hear it now than have you discover a gap later.
Can I share a report with someone outside Dockly?
Yes. Any view can be exported, and scheduled summaries can go to people who do not log in.
DOCKLY REPORTS
Contact our teamReady to explore Reports?
Talk with the Dockly team about what your business needs.