Reports
PurpletGo's reporting is split into two things that work differently: the Reports / Analytics dashboard, which generates data on demand every time you load it, and Scheduled Reports, which is a separate recurring-delivery system you configure once and forget. Neither is a background job queue - dashboard requests return synchronously, and scheduled reports run on a fixed cron cadence rather than being triggered per-request.
Access to the Reports dashboard requires the Superadmin, Admin, Manager, or HR role.
Reports dashboard
The dashboard pulls live data straight from the database each time you open it or change a filter - there's nothing to "generate" and no polling involved. It covers:
- Summary - stage counts, separation type breakdown, completions by month, average completion time, overdue count, top apps revoked, checklist completion, and a department breakdown.
- Advanced analytics - velocity trend (started vs. completed per month), average completion days by department and by separation type, and the checklist tasks most often left incomplete.
- Benchmarks - your org's completion time and on-time rate compared against anonymised platform-wide averages (suppressed in favour of static industry figures if the platform sample is too small to anonymise safely) and static industry reference numbers.
- SLA compliance (Team/Enterprise) - overall on-time rate for SLA-tracked checklist tasks, broken down by department and by assignee, a breach trend over time, and the worst-performing task types. Requires the
slaComplianceDashboardplan feature. - Upcoming exits and My tasks - available to every role, since they're used on the main dashboard rather than gated as a "report."
Exporting
A few specific exports are available as direct downloads, generated on the spot:
- Offboarding record PDF - a single offboarding's full record (checklist, access revocation status, compliance documents, custom fields) as a PDF. Requires the
pdfExportplan feature. - Analytics PDF - a PDF snapshot of the summary/advanced analytics for a date range. Also requires
pdfExport. - SLA compliance CSV - every SLA-tracked checklist item with its deadline, completion status, and how far overdue it is, if at all. Requires
slaComplianceDashboard.
There's no separate "Compliance Report" or "Asset Recovery Report" export - compliance status and asset data show up as part of the offboarding PDF and the dashboard views above. Audit log activity has its own CSV/JSON export on the Audit Log page rather than living under Reports.
Scheduled Reports
Scheduled Reports (Settings → Reports, Team/Enterprise plans) is a separate feature for recurring email delivery - useful for a weekly digest to leadership without anyone having to log in and pull it manually.
Create a report
Choose a report type: Weekly Summary, Monthly Summary, Offboarding Stats, Overdue Tasks, or Custom (pick your own columns and grouping).
Pick a date range and grouping
Date range options are last 7/30/90 days, last month, last quarter, last year, or all time. Custom reports can also be grouped by department, separation type, status, or assignee.
Set the schedule
Reports run daily, weekly (Monday), or monthly (the 1st) - there's no quarterly cadence. Delivery isn't tied to a specific time of day; a cron job checks hourly for reports that are due and haven't run in the last 20 hours.
Add recipients
Enter email addresses directly (up to 50), or point the report at a saved distribution list (admin-managed, up to 100 addresses each) so you're not re-typing the same recipients across multiple reports.
Optional: PDF and webhook delivery
Turn on Include PDF to attach a formatted PDF alongside the HTML email body. You can also set a delivery webhook so the report POSTs to a downstream system - it must be a public HTTPS URL; localhost and private IP ranges are blocked.
Scheduled reports reflect data at the moment they run, not at the moment you last edited the schedule. If you need current numbers right now, use the Reports dashboard instead of waiting for the next scheduled send.
Managing schedules
Existing schedules live under Settings → Reports. You can edit any field, toggle Active off to pause delivery without deleting it, or delete it outright. Only Superadmins and Admins can create, edit, or delete scheduled reports and distribution lists.