Reports Overview
The full list of reports in Kuvi, where to find each one, who can open it, and how to export it as a branded PDF, CSV or Excel workbook.
The Reports hub gives you clean, board-ready views across your company. Open it from Insights → Reports in the sidebar.
Every report at a glance
| Report | What it shows | Where to open it | Export |
|---|---|---|---|
| Financial P&L | Revenue, expenses and net for the financial year, split by client Service and your own Product. | Insights → Reports → Financial P&L | PDF, CSV |
| Revenue by Client | Billed and collected revenue per client, ranked, with project counts. | Insights → Reports → Revenue by Client | PDF, CSV |
| Revenue by Product | Income per product from invoices and recorded subscription revenue. | Insights → Reports → Revenue by Product | PDF, CSV |
| Resource Split and delivery | The Service versus Product effort split, plus how every project is performing. | Insights → Reports → Resource Split and delivery | PDF, CSV |
| Attendance | A team summary with average hours per day, plus a month by month drill-down for each member with clocked versus logged hours and location checks. | Insights → Reports → Attendance | Excel |
| Advanced AI insights | Plain-English questions, forecasts and anomaly alerts. A paid add-on, previewed on the hub. | Insights → Reports (preview card) | Coming soon |
Export to PDF or CSV
The revenue, P&L and delivery reports open inside the same branded shell, so exporting is the same everywhere:
- Open any report.
- Click Download PDF to print a clean, Kuvi-branded copy. Your company name, the report title and a generated-on timestamp appear in the header, and the dashboard chrome (sidebar and toolbar) drops out automatically.
- Click CSV to download the same figures as a spreadsheet file.
The Attendance report exports as a ready-to-use Excel workbook instead. See Attendance reports for what is inside it.
"Download PDF" uses your browser's print dialog. In the print window, choose Save as PDF as the destination to keep a file, or send it straight to a printer.
Who can see what
Access follows your finance, reports and attendance permissions:
- The two revenue reports and the Financial P&L need the finance permission.
- The Resource Split and delivery report needs the reports permission.
- The Attendance report needs the manage attendance permission.
Admins always have every permission. If you cannot open a report, ask an admin to grant the matching permission on Settings → Roles and permissions.