Reporting

Operational visibility

See what's working.

Real-time dashboards and reports that give you visibility into your pipeline, team, and business performance.

Build reports from modules and records.

Filter, group, aggregate, and visualize work.

Export report results to CSV or PDF.

No credit card required

A better way to work

Replace scattered work with one operating layer.

Disconnected tools

Reports are rebuilt manually in spreadsheets.

Teams argue over which data is current.

Charts do not link back to the operational records.

The Coherence way

Reports run on the same modules your team uses every day.

Tables, bars, lines, and pies can reflect grouped and filtered data.

Exports help share snapshots without losing the source context.

Pipeline visibility

Track deals by stage, see conversion rates, and identify where deals get stuck.

Coherence
Coherence

Kanban views

Visualize your workflows.

Qualified$177,900
1
S
Stripe
$$2,650
@Katherine Adams
📅Jul 24, 2025
👤Patrick Collison
Engaged$132,100
1
A
Airbnb
$$12,567
@Phil Schiller
📅Jun 15, 2023
👤Joe Gebbia
Proposed$740,860

Everything reporting needs to stay connected

Each capability feeds the same workspace context instead of creating another disconnected tool.

Module reports

Module
reports

Module reports

Build reports from the records your team already uses.

Filters

Filters

Filters

Narrow report data by fields, status, owners, dates, and other criteria.

Grouping

Grouping

Grouping

Group results to see trends by stage, owner, status, or custom fields.

Aggregations

Aggregations

Aggregations

Use count, sum, average, min, max, and count distinct.

Charts

Charts

Charts

Switch between table, bar, line, and pie output.

CSV and PDF export

CSV
and
PDF

CSV and PDF export

Export report results when a snapshot needs to be shared.

How it works

From signal to finished work.

01Active

Choose

Pick the module or record set to analyze.

02

Shape

Add filters, groups, and aggregations.

03

Visualize

Switch between table, bar, line, and pie output.

Share

Review execution details and export results.

Ready to connect reporting to the rest of your business?

Start for free. Bring one workflow into Coherence, then connect the rest of the operating layer around it.