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The 📄 Reports tab (top nav) gathers every PDF-exportable feature into one screen. Five report types available, each one opens a print-ready page in a new tab.
Reports available
📄 Partner Report — per-partner reciprocity + charts. Pick a partner from the Partners list → "Generate PDF" button.
📅 Calendar Report ✨ new — full customizable day-by-day or grid view. Use the builder at the bottom of the Reports hub.
✉️ Mailing Schedule — this month's unified mailings + launches schedule.
📊 Sales Intelligence — opens the AI Brain Sales Intel page (use browser Print).
🏆 Review & Momentum — opens Review page with wins/reflections/activity (use browser Print).
Calendar Report Builder — options
Bottom of the Reports hub page:
Date range presets: This Month / Last Month / Next Month / This Year / Last 30 / Next 30 — or pick a custom from→to
Layout:
📋 Timeline — detailed day-block list (best for sharing)
🗓 Month Grid — compact calendar grid (best for overview)
Include checkboxes:
🚀 Launches
✉️ Mailings
📝 Tasks (MPA/MIT/Task)
🏆 Wins
💰 Revenue / Income
⭐ Internal Promos
✅ Sent/Completed items
📔 Daily Reflections
💡 Privacy tip: Uncheck "💰 Revenue / Income" before sharing a calendar report with a client or team member who shouldn't see dollar amounts. Same for "📔 Daily Reflections" (often personal).
How PDFs work
Every report is an HTML page styled for print. Click the floating 🖨 Print / Save as PDF button at the top-right → browser's print dialog opens → choose "Save as PDF" or print directly. No server-side PDF library needed — zero conflicts, always works.