Plan: Core or Complete (Time Entries requires Complete)
| Page | What it shows |
|---|---|
| Reports | Templates (ready-made reports you can run with a date range and site filter), Builder (choose the data set, columns, filters and grouping, then run or save it as your own template), Schedules (email a saved report to chosen recipients on a daily, weekly or monthly cadence — admins only, because a scheduled report covers the whole company) and History (every report generated, ready to download again). |
| Time Entries | Read-only report view of clock records with the same filters as Payroll > Time Entries. |
| Certification Expiries | Every certification and licence by expiry date; filter by type, site and window; View Document and View Employee shortcuts. Expiring items also raise dashboard notifications. |
| Tool Analytics | Sends, opens and completions for every tool (verification, uniform check, forms, polls, policies). |
| Custom Form Analytics | Response counts and field-level breakdowns per form. |
| Poll Analytics | Results per poll question. |
| Delivery Audit | Tabs Failure Summary (undelivered SMS, voice or push grouped by carrier error), Recent Failures (the latest failed deliveries) and SMS Opt-Outs (numbers that replied STOP). On a phone the tabs are shortened to Failures, Recent and Opt-Outs. |
A schedule that comes due while the company's plan does not include reports (for example after a downgrade to the free tier) does not send and is not logged as a failure in History. It simply moves on to its next slot, and starts sending again from then on once the plan is restored.