Modeve's reporting engine lets you create tailored reports beyond the standard ones to meet your specific business needs.
Log in to Modeve.
Go to the left sidebar → Reports.
You will see pre-built reports and options to create custom ones.
In the Reports area, click + New Custom Report or Create Report.
Configure the report:
Report Name (e.g., “Monthly Franchise Centre Performance”)
Data Source (Projects, Tasks, Tickets, Finance, Attendance, etc.)
Date Range (Custom, This Month, Quarter, Year, etc.)
Filters — By client, project, department, user, status, tags, custom fields
Columns — Choose which data fields to display
Grouping & Summaries — Group by project, month, or user with totals
Charts — Add bar, pie, line charts for visual insights
Preview the report.
Save for future use or set as scheduled report.
Franchise Centre Performance (revenue, attendance, tickets)
Task Completion by Team Member
Expense Breakdown by Category & Location
Client Payment Aging Report
Project Profitability Analysis
Staff Utilization Report
Export as PDF (professional layout)
Export as Excel (for further analysis)
Export as CSV
Schedule automatic email delivery (daily/weekly/monthly)
Share report links with team members or administrators
Use clear, descriptive report names.
Leverage custom fields in your reports for franchise-specific insights.
Start with existing reports and modify them instead of building from scratch.
Review and refine reports regularly as your business grows.
Combine data from multiple modules (e.g., projects + finance + attendance) for comprehensive views.
Use saved filters for recurring reports.
Apply conditional formatting in exported Excel files.
For complex needs, ask your administrator to create system-wide custom reports.
Tip: Custom reports are extremely valuable for monitoring multiple learning centres, investor reporting, and strategic planning.
Need Help?
Contact your company Modeve administrator for help designing complex custom reports or setting up scheduled deliveries.