UNOCU allows you to generate detailed reports from any module and export them as PDF or CSV.
How to generate a report
- Navigate to the page you want to report on (Umbrella, Nurture, Compound, etc.)
- Click the Report button in the top-right corner
- Select the date range and format (PDF or CSV)
- Click Generate
What's included
PDF reports include KPI summaries, charts, asset tables, and a timestamped cover page. CSV exports provide raw data suitable for importing into Excel, Google Sheets, or accounting software.
Scheduled reports
On the Growth plan, you can schedule automatic weekly or monthly reports delivered to your email. Configure this in Settings → Notifications → Weekly Reports.