Reports

ORCA's reporting engine lets you pull structured data into clean, filterable summaries from any section in your account. Reports can be built manually or generated from a plain-English description. Once built, save them to run again any time.

Saved Reports

The top of the Reports page shows all your saved reports as cards. Click any card to re-run it instantly - the results load below. Each saved report stores your chosen section, columns, and filters so you don't have to rebuild from scratch.

Each card shows the report name, which section it runs against, when it was last run, and who created it. Saved reports are shared across the account, so a report one person builds is there for everyone.

To delete a saved report, use the bin icon on its card. You'll be asked to confirm first.

Building a Report

1. Choose a section

Pick the data source you want to report on. Available sections include Companies, Contacts, Meetings, Communications, News, and any custom sections your account has set up.

Meetings reports cover logged meetings and calls. The option only appears if your account uses the Meetings module, and it takes whatever name the module has on your account, so you might see "Interactions" or similar instead. Available fields include Date, Type, Location, Notes, Follow-up Notes, Counterpart Companies, Counterpart Contacts, Attendees (Internal), Call Report (yes/no), Follow-up Date, Followed Up, and Needs Follow-up. Useful for tracking meeting cadence, pulling a list of calls needing follow-up, or auditing who's been in the room.

Call Reports is a section in its own right, separate from Meetings, and appears only if your account uses call reports. Available fields are Date, Title, Company, Notes, Attendees (Internal), Follow-up Date, and Created At. Use this when call reports are the thing you want to report on. If you want them alongside other meeting types instead, run a Meetings report and add the Call Report (yes/no) column.

2. Choose columns

Click the column picker to choose which fields appear in the results. Tick or untick fields to add or remove them. Your selection is reflected in the results table immediately when you run.

For custom sections that link to contacts, the column picker also includes virtual contact detail fields: Contact Postcode, Contact Telephone, Contact Mobile, and Contact Email. Ticking any of these adds that detail as a standalone column in your results. The contact cell itself also shows mobile (or telephone as a fallback) and postcode inline below the contact name, so you may already have what you need without adding a separate column.

3. Add filters

Use the filter rows to narrow results. For each filter you can set:

• Field - which field to filter on
• Condition - equals, contains, before, after, between, last N days, etc.
• Value - what to match against

Filters can be chained - add as many rows as you need. Each filter narrows the result set further.

Date fields get a date picker. For "between" conditions, both a start and end date are shown.

4. Run the report

Click Run report to execute. Results appear in the table below. Long text fields are capped at a short preview to keep the table readable. Click any row to open the full record.

AI Query Mode (Describe it)

The builder has two modes, Build and Describe it. Build is the manual picker described above. Switch to Describe it to skip it and say what you want in plain English instead.

For example:

• "Companies added in the last 30 days"
• "Communications with a follow-up due this week"
• "News articles from this month mentioning climate"

ORCA's AI reads your description, works out which section and filters apply, and populates the builder automatically. You can review and adjust the generated config before running.

Saving a Report

After building or generating a report, give it a name and click Save. It appears as a card at the top of the Reports page and can be re-run any time.

Exporting

Results can be downloaded as a CSV for use in spreadsheets or shared outside ORCA.

Real-World Uses

• Pipeline reviews for Monday meetings
• Follow-up lists filtered by due date
• News digests for a given topic or date range
• Communications activity by company or method
• Investor-ready overviews from custom section data