This article is for: Company Admins who want to send structured reports to executives or stakeholders.

Available on: Pro and Enterprise.

Report Center is a hub in SalesScreen for creating and delivering packaged, template-based reports. Unlike the raw data exports in the Reports section, Report Center produces formatted reports designed for specific audiences, including executives who don't have a SalesScreen account.

You'll find it under Manage → Report Center.

Generated Reports lists every report in the account, newest first, with its template, created date, owner and status. A new report is a draft until you publish it, and a draft that is ready has a Review draft button. Company Admins see every report. Click a report to see its recipients and how many times each person has opened it.

Scheduled Reports lists your recurring schedules with the schedule, the last and next run date, the owner and the status. A new schedule shows Awaiting approval until you publish it. Click a schedule to see its recipients.

People who receive a report, including managers and people outside SalesScreen, open it from the link in their email. They don't need to open Report Center.

Each report is based on a template that defines the content and format. The first available template is Period in Review, a short summary of the period: how your key numbers moved, which teams and people stood out, and how your team used SalesScreen. It is built for executives and other leaders.

More templates will be added over time based on customer and team feedback.