> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Report catalog

> Get to know the 11 reports in the Notfy Report Center, their filters, export formats and access requirements.

The **Report Center** brings together the reports that your permission, segment, plan and integrations allow you to access. The selector shows only the options enabled for the account.

## How to generate

1. Open **Reports → Report Center**.
2. Choose an item in the **Report** field.
3. Fill in the filters displayed.
4. Use **Generate PDF**, **Export CSV** or **Send by email**, depending on the report.

> [!NOTE]
>
> The **Send by email** button requires an active email integration. Setup is in **Settings → Integrations**, when this feature is available for your company.

## Available reports

| Report | What it analyzes | Main filters |
| :- | :- | :- |
| **Chat Report** | Conversations, channels, response time and agent performance. | **Start date** and **End date**. |
| **Scheduling Report** | Calendar events and the status of appointments. | Period, confirmed/canceled **Status** and **Integration**. |
| **Lead Report** | Funnel stages, conversion, values and losses. | **Filter by funnel stage**, **Salesperson** and period. |
| **Customer Report** | List of customers by status and search. | **Status**, search by name, CPF or email and period. |
| **Legal Process Report** | Monitored cases, updates and deadlines. | Standard/values/no-updates format, days without updates, status, monitoring, search by case/court, period and customer or lead. |
| **Digital Signature Report** | Documents sent for digital signature. | Status, search by document/signer/email and period. |
| **Vehicle Stock Report** | Vehicles by status and time in stock. | Status, search by make/model/plate, registration period and minimum days in stock. |
| **Financial Report** | Revenue, charges and expenses. | Type, status, financial account, period, search and expense category. |
| **Stock Report** | Position, entries and product movements. | Type, stock below minimum in the position, period for entries/movements and search. |
| **Tax Report** | Invoices and data for accounting. | Type, issuing company, document type/status and period; SPED requires a full month and accountant data. |
| **Accounting Report** | Cash book, revenue, cash-basis income statement and accounting package. | Type; **Year** in monthly revenue; **From** and **To** in the other types; PDF/CSV format when applicable. |

## Formats and sending

| Action | Result |
| :- | :- |
| **Generate PDF** | Opens the **Report Preview** and offers **Download**. |
| **Export CSV** | Downloads the data in spreadsheet format when the report offers this option. |
| **Send by email** | Generates the file in the background and sends PDF or CSV to a recipient. |

Not all reports show the same buttons. The form is the reference: it hides the actions that do not apply to that report or to your permission. The **Tax Report** offers CSV or SPED `.txt`; the **Accounting Report** offers PDF/CSV or a ZIP package for the accountant.

## Requirements by area

* Case reports depend on the **Law** segment and on **Notfy Processos**.
* Signature reports depend on the contracts module and on existing documents.
* Vehicle reports appear for companies that use the vehicle registry.
* Financial, stock, tax and accounting reports depend on the corresponding modules and integrations.
* The tax report uses the selected **Issuing company** when more than one CNPJ is registered.

> [card] [Report Center](https://docs.notfy.ai/en/relatorios.md)
>
> See the general flow, preview and sending.

> [card] [AI credit consumption](https://docs.notfy.ai/en/relatorios/ia-uso.md)
>
> Track the use of artificial intelligence.


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