Reportei × AmbactiBring Reportei into
the flow of work.
A little less busywork with Reportei.
Gather contextDo the workReview & share
Report1 capabilities+
- Create a report
Creates a new report in Reportei
Dashboard1 capabilities+
- Create a dashboard
Create a new dashboard in Reportei
Timeline1 capabilities+
- Add event to timeline
Add an event (milestone) to the timeline in Reportei
Frequently asked
questions.
What could an Ambacti integration do with Reportei?
The documented operations include Report: Create a report; Dashboard: Create a dashboard; Timeline: Add event to timeline.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Reportei?
Decide which work could run on its own and which steps need your review.