---
sidebar_label: Overview
sidebar_position: 1
description: Review transaction analytics, export performance data, and generate transaction-level reports in DocJacket.
---

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<!-- Source: docs/reports/index.md -->

# Reports

DocJacket has two report surfaces:

- **Reports** in the sidebar shows organization-wide analytics, performance metrics, pipeline totals, and CSV export.
- **Reports** inside a transaction creates client-ready transaction summaries, checklists, commission statements, and scheduled report deliveries.

Use the sidebar Reports page when you are reviewing the business. Use a transaction's Reports tab when you need to send or download a report for one deal.

The **Pipeline** page is a separate sidebar page. It is documented here because it is closely related to pipeline reporting and transaction status review, but it is not the same screen as the Reports page.

## In this section

- [Transaction Reports](./transaction-reports.mdx) — Generate, send, and schedule transaction-level reports
- [Pipeline View](./pipeline-view.mdx) — Use the Pipeline page for transaction, task, and buyer-offer boards