HelpReports
9 guides · operator playbook

Reports

Reports are the client-facing expression of CURVE data.

report studio print split mode share report

What this section helps you do.

Start with the job, then open the matching guide when you need exact steps.

01Move between evidence, split view, and client-ready narrative
02Print/export only after inspecting the rendered report
03Share a report with the right access context

All guides in this section.

Each guide includes the workflow, mistakes to avoid, final checks, FAQs, and escalation packet.

Standard · 6 min read

Open an interactive report

Open the right report, confirm the live context, and verify the client-facing view before sending it anywhere.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough
Fast · 4 min read

Use Report Studio

Inspect the rendered report, move through the studio controls, and catch issues before a client sees the page.

A report view you can inspect, adjust, and show without explaining the interface around it.
Read walkthrough
Fast · 4 min read

Switch Data, Split, and Report modes

Move between raw evidence, mixed review, and narrative presentation without confusing the recipient.

A clear choice between raw evidence, mixed evidence plus narrative, and the client-ready report.
Read walkthrough
Advanced · 6 min read

Print or export a report

Prepare the rendered report for print/PDF and check layout before treating the export as final.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough
Fast · 4 min read

Understand report pages

Read the purpose of each report section and know which page answers which client question.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough
Fast · 4 min read

Share a report

Create a recipient-safe report link with sender context, access expectations, and tracking intact.

A recipient-safe report link with the right context, sender label, and view tracking.
Read walkthrough
Advanced · 6 min read

Public report access

Understand what public or shared report viewers can see without giving full platform access.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough
Fast · 4 min read

Report data freshness

Check when the underlying data last changed and whether the report reflects the current market truth.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough
Advanced · 4 min read

Report troubleshooting

Debug missing sections, stale-looking numbers, print issues, or confusing report modes with the right evidence.

A clean reports workflow with the final-surface checks needed before client use.
Read walkthrough