Snapshots to glance at
Pulse Portfolio Snapshot and Project Task Snapshot are PDFs built for a quick read: health, performance, and the work needing attention.
Reports
Progress you can send.
Six reports across the portfolio and a single project, in the three shapes people actually ask for: something to glance at, something to read, and something to analyse. Plus a dashboard that hands over its rows as CSV.
PDF, document, spreadsheet Portfolio and project CSV export
See what it producesPORTFOLIO / PROJECT / DASHBOARD
Progress, in a form you can send.
Step through what HelixSync can produce.
REPORTSEXAMPLE OUTPUT
PDF, document, and spreadsheetSimplified illustration · Sample data
Three ways to present the portfolio.
A snapshot to glance at, a leadership document that explains what is happening, and a spreadsheet for the person who wants to do their own analysis. Same data, three audiences.
And three for a single project.
The same three shapes at project level: a quick execution snapshot, a formatted report worth keeping as a project record, and detailed task data for sorting and filtering.
Or read it in the app first.
The reports dashboard breaks down change requests by department and by status, over the date range you choose, and exports the underlying rows as CSV when you need them elsewhere.
THE RIGHT SHAPE FOR THE RIGHT READER
Key Capabilities
What HelixSync produces, and who each one is for.
Documents that explain themselves
The Executive Pulse Portfolio Report and the Project Task Report are formatted documents — a leadership view of health, progress, and risk, and a project record worth keeping.
Spreadsheets for your own analysis
Pulse Portfolio Analysis and Project Task Detail hand over the underlying rows, so the person who wants to filter and pivot can.
Portfolio scope and project scope
Three reports read the whole portfolio; three read the project you are in. You pick the altitude before the format.
A dashboard before the download
The reports dashboard charts change requests by department and by status across the date range you choose, so you can see it before you send it.
Department breakdowns
See how work is distributed across departments rather than as one undifferentiated total.
CSV when you need the rows
Export the dashboard data as CSV for the finance pack, the board deck, or whatever tool the rest of the business already lives in.
Generated from live data
A report is produced when you ask for it, from the same workspace data the app is showing you. There is no separate reporting copy to fall out of date.
Three formats because there are three readers.
An executive wants a page. A project lead wants a document they can annotate and keep. An analyst wants the rows. Producing one format and asking everyone to live with it is how reporting becomes a chore nobody does.
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