Reports turns operational records into repeatable business questions. The goal is not to create as many charts as possible. It is to make sure the same question uses the same calculation wherever it appears.
The current Reports area contains Overview, Builder, and scheduled or run history where the enabled feature set exposes them.
Canonical report catalog
Lynka has an active catalog of 41 implemented reports across Sales, Agreements, Inventory, Finance, and Support.
Each catalog entry can carry report semantics, scope mode, implementation status, calculation version, source information, and audit notes. That makes the formula reviewable instead of letting every widget invent a different definition.
Examples include:
- Win Rate
- Pipeline Value by Stage
- Deals Needing Attention
- Quote Acceptance Rate
- A/R Aging Summary
- Inventory Valuation Summary
- Margin by Product
- Trial Balance
- Profit & Loss
- Balance Sheet
- SLA Compliance
- Ticket Backlog by Status
Scope before comparison
A report is only comparable when the data scope, period, timezone, and currency basis match.
A team manager can see a smaller pipeline than the owner because the manager is looking at team scope. That is not automatically a calculation error.
Builder
The report builder supports domain filters, report search, scope controls, presets, layout, and supported display types. Use the canonical report when a trusted definition already exists rather than recreating Win Rate or A/R Aging from arbitrary fields.
Scheduled reports and runs
Where plan and feature flags allow it, reports can have scheduled or run history. A scheduled report should preserve the calculation and scope that made the original report meaningful.
Export
Report viewing and export are separate permissions. report.export can be withheld even when a user is allowed to view the report in Lynka.
Basic charts versus Reports
Basic dashboard charts are a separate entitlement from the advanced Reports area. This is why a workspace can have dashboard visualization without every report-builder feature.
Search and AI discoverability
Each documentation page in this rebuild uses specific titles, descriptions, and internal-search keywords. Mintlify uses page descriptions in its generated AI index and automatically exposes llms.txt and llms-full.txt for public documentation.
Next steps
Report catalog in Lynka
Explore Lynka reports for Sales, Agreements, Finance, Inventory, and Support and learn how report scope, permissions, and calculations are applied.
Use the Lynka report catalog
Find operational and financial reports by business question, apply scope and period filters, and understand why two reports can show different totals.
Build and save a report
Use the Reports builder, domain filters, scope controls, presets, and display options without replacing canonical financial or lifecycle calculations.
Schedule reports and review report runs
Understand scheduled report access, report runs, subscriptions, and why scheduling should preserve the same calculation and scope as the source report.
Report Builder and scheduled reports in Lynka
Learn how the Lynka Report Builder, report runs, schedules, presets, scope, and permissions work together.
Last modified on September 7, 2026
