Company-specific reports
Ask for reusable company-specific analysis using the supported reporting data, while keeping standard compliance reports and authoring permissions distinct.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Start from a business question, not an empty canvas
Describe the question, period, comparison and measures you need. The supported report-authoring workflow can use available model fields to create a reusable report for the company. Before creating another report, browse the existing catalogue: a standard or previously saved company report may already answer the question with a more stable layout.
Keep the report inside its supported data and access scope
A company report stays associated with that company's catalogue rather than becoming a public cross-company dashboard. Authoring depends on the user's permissions and available data; it cannot invent tables that the reporting model does not contain. Curated statutory and compliance reports remain the preferred surface for their dedicated workflows.
What to know before you start
Custom authoring is limited to supported data and authorized users. It is not arbitrary access to internal telemetry, another company's records or a replacement for regulated standard layouts.
Practical questions
Can every report reader author or delete reports?
No. Reading and exporting are separate permissions from authoring and deletion.
Should I recreate a VAT register as a custom report?
Use the available standard VAT Register and its legal exports first. It carries the dedicated supported layout and workflow.
Continue the workflow
Business reporting and analytics
Open standard and company-specific reports for finance, inventory and supported compliance workflows, with company and period context inside the platform.
Balance sheet and profit and loss
Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.
Team roles and accountant collaboration
Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.