Exporting reports

The Reports section generates exportable summaries of your award activity. Reports are CSV downloads — intended for sharing with finance, leadership, or clients.

Available reports

Pipeline summary — Every award in your pipeline with its status, stage, entry fee, and deadline. Useful for a weekly stakeholder update or sprint review.

Budget report — Entry fees by status (Committed, Paid), broken down by month. Use this for finance sign-off or end-of-year reconciliation.

Award history — All wins and shortlist positions, with year, category, and outcome. Useful for board packs and new business credentials.

Activity log — A timestamped list of actions taken in the workspace: awards added to pipeline, tasks completed, entries moved to Submitted. Useful if you need to demonstrate team activity to a client.

Generating a report

1. Go to Reports in the sidebar.
2. Choose the report type.
3. Set a date range if applicable.
4. Click Download CSV.

The download begins immediately. Reports are generated on the fly from your live data, so they always reflect the current state of your pipeline and history.

Filtering reports

Most reports support basic filters: date range, pipeline stage, team member. Select the filters before downloading.

Format

Reports are standard CSV files. They open in Excel, Google Sheets, or any spreadsheet tool. Columns vary by report type but always include enough context to be self-explanatory — you shouldn't need the Awardica interface open to interpret a report.

Agency plans: client reports

If you're on an Agency plan, you can generate reports filtered to a single client workspace. Switch to the client workspace first, then go to Reports — the report will only include that client's data.

Scheduled reports

Automated report emails aren't available yet. This is on the roadmap. For now, reports are on-demand.