# Which reports do I make from the office's data?

> Which reports you can make, who can make each, how to send them to a customer or partner, and what happens once one is downloaded.

Last updated: 2026-10-29

**Analysis → Reports** makes PDF documents from the office's own records. You see only the kinds your role can make.

| Report | Who it is for |
| --- | --- |
| Project dossier | Internal, or for the customer |
| Project profitability | Internal only — every page says it is an internal document |
| Customer statement · Partner statement | Internal, or for them, over a period |
| Office period · People's time · Personnel period | Internal only, over a period |
| Office expenses | Internal, or for the accountant (official amounts only), over a period; for whoever can see amounts, with its own tab in the list ([The «Office expenses» report](https://ergothiki.gr/help/office-expenses-report)) |
| Meeting minutes | Internal only; made by any member of the room, and by the management of the room's office — which sees the room's whole conversation. Someone removed from the room cannot open minutes carrying messages from after they left; their own they can still make. |
| Service statement | Internal only; for whoever manages the subscription |

### What are the five steps?

**What it is about**, **Who it is for**, **Sections**, **Your own words**, **Preview**. Sections with amounts appear only to whoever can see amounts, and labour cost only to whoever can see it. From a project, **Create a report** in its menu opens the project dossier ready to go.

### How do I send it?

In the list, **Open** opens the report. From there, **Send with ErgoMail** opens a new letter with the PDF inside; you choose the recipient from your Contacts. Whoever can read the report can send it.

### What happens once it is downloaded?

Once you download or print a report it can no longer be changed or deleted — only archived. **New version** makes a fresh copy with today's figures. A report is archived or restored by whoever made it or whoever changes the office's settings. Each report is written in the language it was made in.