Reports

Each report leads with a question and answers it from your live data. Filter and group by service, client, assignee, team, or month; pick a date range or use a preset; then click straight through to the underlying tasks behind any number. Every report exports to CSV, can be pinned to your dashboard as a widget, and is available through the MCP server so you can ask your AI assistant for the numbers directly.

Reports respect your permissions — staff only see the reports and clients they're allowed to. Star the ones you use most to keep them a click away.

These curated reports are a starting point, not a walled garden. Sodium is built API-first — everything you can see in the app is available through the same open API. Pull your practice data straight into Power BI, Tableau, Google Sheets, Looker Studio, or whatever reporting and BI tools you already use, and build the bespoke dashboards your practice runs on. Your data is never locked in.

Prefer to just ask? The MCP server connects Claude, ChatGPT, or Gemini directly to your Sodium data, so you can query it in plain English — “which clients were we slowest to turn around last quarter?” or “how many VAT deadlines did we miss this year?” — and let your AI assistant pull the answer from Sodium for you, no report or spreadsheet required.

Each one answers a specific question, and each has its own page with what it shows and how to read it.