Reporting

How does reporting work in SmartSuite?

Reporting in SmartSuite reads the live records of each workflow: dashboards combine data across solutions, and eleven views (dashboard, grid, card, kanban, calendar, timeline, Gantt, map, forms, chart and document) present the same records for different jobs. Every chart and widget applies the viewer's permissions.

Dashboards and Reporting Built Into Every Workflow

Bring real-time reporting into every workflow. SmartSuite brings reporting directly into the way work gets done. Dashboards give leaders a clear view across solutions, while views help every team member focus on the slice of work that matters most to them. ‍ Because reporting is permission-aware and always live, you can trust that every chart, metric, and list reflects the latest reality, without exporting data into separate tools.

Real-time visibility. See the latest status, metrics, and trends without refreshing, exporting, or rebuilding reports.

Cross-workflow insight. Bring data together from multiple Solutions to understand performance across teams.

Role-aware views. Give every user a view into the work that matches their permissions and responsibilities.

Self-service reporting. Let teams build their own dashboards and views without relying on a separate BI team.

Which views and dashboards are available?

Keep your teams aligned by displaying your data in the view type that best supports the work you are doing. Easily switch between view types with a single click to find the perfect display that's right for you. It really is that easy!

Dashboard View

See the big picture at a glance. Dashboards combine charts, metrics, and widgets into a single, interactive view, so teams always understand performance and trends in real time.

• Enterprise Risk Dashboard
• Third-Party Risk Dashboard
• Regulatory Change Dashboard
• Crisis Management Dashboard

Grid View

Your most flexible, spreadsheet-style view for managing structured data. Perfect for analysis, inline editing, and bulk updates across any workflow.

• Issue & Control Inventory
• Project Task List
• Customer or Vendor Master File
• Audit Evidence Tracker

Card View

Visualize records as cards instead of rows, ideal for scanning key information quickly or organizing items by category, owner, or status.

• Customer Profiles
• Employee Directory
• Asset Inventory Cards
• Feature or Idea Backlog

Kanban View

Track work as it moves through stages with a drag-and-drop board. Ideal for workflows with clear statuses or approval paths.

• Risk Treatment Workflow
• Sales Opportunity Stages
• Content Publishing Pipeline
• IT Ticket Progress

Calendar View

Plot records across days, weeks, or months to visualize schedules, timelines, or time-dependent activities.

• Compliance Deadlines
• Marketing Campaign Calendar
• Employee Time-Off Schedule
• Project Milestones

Timeline View

Understand duration-based work with a timeline that shows tasks and schedules over time, perfect for project and resource planning.

• Implementation Roadmap
• Risk Assessment Activities
• Hiring Pipeline Stages
• Grant or Contract Timelines

Gantt View

A project management essential. Visualize timelines, dependencies, and critical paths to keep teams aligned and projects on track.

• Software Release Plan
• Business Continuity Plan Testing Schedule
• Construction Project Phases
• Event Planning Schedule

Map View

Plot any record with a location field on an interactive map, ideal for geographically distributed assets, customers, or operations.

• Store or Facility Locations
• Field Service Routes
• Incident or Outage Locations
• Customer Geo Distribution

Forms View

Collect structured data through branded, user-friendly forms that feed directly into your workflows, no integrations required.

• Intake for Support Tickets
• New Vendor / Third-Party Requests
• Project or Work Intake Forms
• Customer Feedback & Surveys

Chart View

Turn your data into insights with bar, line, pie, donut, bubble, and other chart types. Ideal for quick reporting and KPI tracking.

• Control Effectiveness Trends
• Sales by Region
• Time-to-Close KPIs
• Budget vs Actuals

Document View

Write, edit, and collaborate on rich documents right next to your workflow data. Perfect for narrative reporting and documentation.

• Audit or Assessment Reports
• Project Briefs
• Policies & Procedures
• Meeting Notes & Summaries

Built For Every Level Of Your Organization

SmartSuite reporting supports leaders, managers, and individual contributors with the right level of visibility for their work.

For Leaders. Portfolio dashboards across risk, projects, incidents, and key initiatives to understand overall posture and performance.

For Managers. Live views of SLAs, throughput, and workload that make it easy to spot bottlenecks and rebalance work.

For Individual Contributors. My work today/this week views that keep priorities clear and reduce the need for status meetings.

For Board Members. High-level dashboards that consolidate organizational performance, risk posture, and strategic initiatives, giving boards the clarity needed for confident oversight.

Key Capabilities.

Unified Dashboards For Every Team

Dashboards give every team a shared, trusted view of performance, from executive oversight to frontline operations. Whether you're tracking risk posture, project timelines, or departmental throughput, dashboards provide a consolidated picture of what’s happening right now. For example, a GRC dashboard might combine open issues, upcoming assessments, and vendor risk ratings into a single review board for the risk committee.

• Build executive-level overviews that surface trends across projects, risks, incidents, or customers.
• Give managers visibility into bottlenecks, SLA performance, and team workloads.
• Standardize recurring reviews, weekly syncs, monthly check-ins, QBRs, with dashboards that never go stale.
• Pull in any View, chart, or metric to build contextual, workflow-specific reporting.

Stay Aligned With The Rhythms Of Your Business

SmartSuite keeps reporting in sync with how work actually moves. As records progress, escalate, or close, dashboards and views update instantly, giving teams clarity during every daily stand-up, weekly planning session, or high-stakes escalation.

• Use live boards during stand-ups to review what changed in the last 24 hours.
• Eliminate slide decks for leadership updates, dashboards are the deck.
• Track SLA breaches, overdue work, and workflow exceptions as they happen.
• Make decisions based on current data, not exports created hours or days earlier.

The Working Surface For Every Team’s Day-To-Day

Views are where teams actually live. They provide the personalized, filtered, and organized perspective each user needs to get work done, while staying directly tied to real-time data and automations. Export views when you need a static snapshot, but keep stakeholders in live dashboards and views as the source of truth.

• Create personal or team-based Views like My Open Items, Upcoming Reviews, or Critical Risks.
• Use filtering, grouping, and sorting to narrow large datasets into actionable slices.
• Work in the format that fits the task: Grid, Kanban, Timeline, Calendar, Chart, Map, or Card.
• Trigger automations from status changes, assignments, or date-driven groupings inside any View.

Security And Governance Built Into Every Chart

SmartSuite ensures that dashboards and views honor the same record-level and field-level permissions that govern your workflow. Sensitive data stays protected, even when teams share dashboards across departments or with external collaborators.

• Field and record level permissions flow through to every metric, chart, and widget automatically.
• Prevent unauthorized access without managing separate reporting permissions.
• Share dashboards confidently with internal executives or external stakeholders.
• Maintain compliance by controlling what users see, and what they never see.

Reporting That Scales With Your Workflows

As your organization adds new processes, builds new solutions, or expands across teams, reporting grows with you. The SmartSuite analytics layer unifies data across workflows so insights stay consistent, no rebuilding or duplicating reports.

• Roll up data from multiple Solutions into unified cross-workflow dashboards.
• Reuse metrics, charts, and saved configurations as your workspace expands.
• Ensure consistent reporting across departments, even as processes evolve.
• Build a long-term analytics foundation that supports broader automation, AI, and governance.

Reporting Driven by SmartSuite’s Connected Architecture

Dashboards and views don’t live in isolation. They sit on top of your data model, automations, and permission framework, so every insight reflects how your business actually operates.

Reporting pulls directly from structured Solutions and relationships you define.

Metrics and charts reflect the latest state driven by workflows, SLAs, and AI-powered updates.

Record and field-level controls flow straight through to what people see in dashboards and views.

Reporting elements can be embedded into tailored interfaces for specific teams and use cases.