> For the complete documentation index, see [llms.txt](https://docs.inopli.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inopli.com/rpa-soar/reporting.md).

# Reporting

The <mark style="color:green;">**Reporting**</mark> feature of the <mark style="color:green;">Inopli RPA</mark> module provides a robust and flexible system for designing, customizing, and distributing operational insights. It combines <mark style="color:green;">**scheduled report delivery**</mark> with <mark style="color:green;">**dynamic customization**</mark>, empowering users to both monitor and act on key metrics in real-time.

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### **Key Capabilities**

* <mark style="color:green;">**Dynamic Visualization Editing**</mark>\
  Users can interact directly with reports to <mark style="color:green;">**modify charts, filters, and visual elements**</mark> without leaving the interface. This allows analysts and managers to tailor views to specific operational contexts or investigation needs on demand.
* <mark style="color:green;">**Scheduled and On-Demand Delivery**</mark>\
  Reports can be <mark style="color:green;">**scheduled for automatic distribution**</mark> (daily, weekly, monthly) or <mark style="color:green;">**generated on demand**</mark>, ensuring that both routine oversight and ad-hoc analysis needs are met.
* <mark style="color:green;">**Multi-Format Export**</mark>\
  Reports can be exported in <mark style="color:green;">**PDF**</mark><mark style="color:green;">,</mark> <mark style="color:green;"></mark><mark style="color:green;">**HTML**</mark><mark style="color:green;">, or</mark> <mark style="color:green;"></mark><mark style="color:green;">**CSV**</mark> formats, preserving either the static view or underlying data depending on the target audience or regulatory requirement.
* <mark style="color:green;">**Granular Sharing Controls**</mark>\
  Stakeholders can define <mark style="color:green;">**audience-specific delivery rules**</mark>, assigning different reports to specific users, user groups, or external entities (e.g., auditors, executive committees).
* <mark style="color:green;">**Prebuilt Templates + Custom Reports**</mark>\ <mark style="color:green;">Inopli</mark> offers a library of **prebuilt report templates** for common SOC use cases, while also supporting <mark style="color:green;">**custom layouts and widgets**</mark> for advanced teams that require bespoke visualizations and metrics.


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