ReportSync

Introduction to ReportSync

Welcome to the ReportSync documentation. This guide will help you get started with our AI-powered report management platform and show you how to make the most of its features.

Last updated: April 1, 20255 min read

For Beginners

New to ReportSync? Start with our Quick Start Guide.

For Developers

Check out our API documentation and integration guides.

For Admins

Learn about configuration, security, and user management.

What is ReportSync?

ReportSync is an AI-powered report management platform designed to streamline the entire reporting process, from data collection to analysis and action. Our platform helps organizations of all sizes create, manage, and analyze reports more efficiently, saving time and improving data quality.

Whether you're managing incident reports, compliance documentation, field reports, or any other type of structured information, ReportSync provides the tools you need to collect data, collaborate with your team, and extract valuable insights.

Who is ReportSync for?

ReportSync is designed for a wide range of users, including:

  • Field workers who need to submit reports quickly and easily
  • Managers who need to review, approve, and track reports
  • Analysts who need to extract insights from reporting data
  • Compliance officers who need to ensure regulatory requirements are met
  • IT administrators who need to integrate reporting into existing systems
  • Finance teams tracking expenses and managing invoices
  • Asset managers monitoring equipment and resources

Quick Start Guide

Get up and running with ReportSync in just a few minutes by following these steps:

1. Create Your Account

Start by signing up for a free trial at reportsync.app/trial. You'll need to provide some basic information about yourself and your organization.

No credit card required for the 14-day trial

Full access to all features during the trial period

2. Set Up Your Organization

After signing up, you'll be guided through setting up your organization profile. This includes:

  • Adding your company details
  • Configuring departments and teams
  • Setting up user roles and permissions
  • Customizing your report templates

3. Invite Team Members

Invite your colleagues to join your ReportSync workspace:

Settings → Team Management → Invite Members

Assign appropriate roles to each team member based on their responsibilities.

4. Create Your First Report

Start using ReportSync by creating your first report:

  1. Click the "New Report" button in the dashboard
  2. Select a report template
  3. Fill in the required information
  4. Add attachments if needed
  5. Submit the report

5. Download Mobile Apps

For on-the-go reporting, download our mobile apps:

iOS AppAndroid App

Log in with your ReportSync credentials to access your workspace and create reports from anywhere.

Asset Management

ReportSync's asset management system allows you to track and manage all your organization's assets in one place.

Adding Assets

To add a new asset to the system:

Assets → Add New Asset → Fill in asset details → Save

You can add detailed information about each asset, including purchase date, value, location, and custom fields.

Linking Reports to Assets

When creating a report, you can link it to one or more assets:

New Report → Related Assets → Select assets from the dropdown → Continue

Asset History

View the complete history of an asset, including all linked reports, maintenance records, and status changes. This provides a comprehensive audit trail for each asset in your organization.

Expense Tracking

Track and manage expenses across your organization with ReportSync's expense tracking feature.

Recording Expenses

To record a new expense:

Finances → Expenses → Add New Expense → Fill in details → Upload receipt → Submit

Expense Categories

Organize expenses by customizable categories for better tracking and reporting:

  • Travel
  • Office Supplies
  • Equipment
  • Services
  • Custom categories

Expense Reports

Generate detailed expense reports by date range, category, user, or project. Export reports to PDF or CSV for accounting purposes.

Invoice Management

Create, send, and track invoices directly within ReportSync.

Creating Invoices

To create a new invoice:

Finances → Invoices → Create New Invoice → Add line items → Set payment terms → Send

Invoice Templates

Choose from a variety of professional invoice templates or create your own custom template with your company branding.

Payment Tracking

Track the status of all invoices, including paid, pending, and overdue. Set up automated reminders for overdue invoices.

Messaging System

Communicate with your team directly within ReportSync using our built-in messaging system.

Direct Messages

Send private messages to individual team members:

Messages → New Message → Select recipient → Type message → Send

Group Chats

Create group conversations for team discussions:

Messages → New Group → Add members → Name the group → Create

Report Discussions

Discuss specific reports with relevant team members by using the comment section on each report. All discussions are saved with the report for future reference.

News Feed

Keep your team informed with company announcements and updates through the news feed.

Creating Announcements

To post a new announcement (admin only):

News Feed → New Announcement → Write content → Add attachments (optional) → Publish

Targeting Announcements

Target announcements to specific departments, teams, or individuals to ensure relevant information reaches the right people.

Notification Settings

Users can customize their notification preferences for news feed items, including email notifications, mobile push notifications, and in-app alerts.

Dashboard Customization

Customize your dashboard to display the information that matters most to you.

Adding Widgets

To add widgets to your dashboard:

Dashboard → Customize → Add Widget → Select widget type → Configure → Save

Available Widgets

Choose from a variety of widgets to display on your dashboard:

  • Recent Reports
  • Report Statistics
  • Team Activity
  • Asset Status
  • Expense Summary
  • Invoice Status
  • News Feed
  • Custom Charts and Graphs

Layout Customization

Arrange widgets by dragging and dropping them into your preferred layout. Resize widgets to emphasize important information.

Next Steps

Reports Management

Learn how to create, manage, and analyze reports.

User Roles & Permissions

Set up user roles and permissions for your organization.

Need Help?

If you can't find what you're looking for in the documentation, there are several ways to get help: