Generating reports

How to create, schedule, and export spend, usage, and savings reports in Doow.

The Reports page lets you build custom reports from your spend and usage data, schedule them for regular delivery, and export them in multiple formats. This article covers every report type and how to get the most out of them.

Report types

Doow supports five report types. Choose the one that matches what you need:

Report type	What it shows	Common use
Spend summary	Total spend grouped by application, department, or category over a date range	Monthly budget review, QBR prep
Usage & utilisation	Active users, assigned licences, and utilisation % per application	Licence optimisation, renewal decisions
Renewal calendar	All upcoming renewals in a chosen window with amounts and owners	Renewal planning, procurement sync
Savings opportunities	Unused licences, duplicate tools, and monthly-to-annual savings estimates	Cost-optimisation review
Custom	Any combination of the above with your own column selection and grouping	Board decks, investor updates

Creating a report

Go to Reports from the left sidebar.
Click Create report.
Select the report type.
Configure the parameters (see below).
Click Preview to see a live preview of the first page.
Click Save report to keep it for later, or Export to download immediately.

Parameters for each report type

Spend summary:

Date range (presets: last month, last quarter, last 12 months, or custom)
Group by (application, department, category, or source)
Include unmatched expenses (toggle — on by default)
Currency (workspace default or a specific currency with Doow's conversion rate)

Usage & utilisation:

Date range (default: last 30 days)
Minimum spend threshold (hide apps below this amount — useful for large portfolios)
Department filter (all departments or a specific one)
Include archived applications (off by default)

Renewal calendar:

Renewal window (next 30, 60, 90 days, this quarter, this year, or custom)
Owner filter (all owners or a specific person)
Billing cycle filter (monthly, quarterly, annual, or all)

Savings opportunities:

Utilisation threshold (default: below 80% — only show apps with lower utilisation)
Include duplicate-category flag (on by default)
Include monthly-to-annual conversion estimates (on by default)
Minimum potential savings amount (hide rows below this threshold)

Custom:

Select the data sources you want (spend, usage, renewals, savings)
Choose columns from the full list of available fields
Set grouping, sorting, and any filters
Custom reports can include all four data domains in one view

Scheduling a report

You can set any saved report to run on a schedule:

Open a saved report (or save a new one first).
Click Schedule in the top-right.
Choose the frequency: weekly, monthly, or quarterly.
Choose the day of the week or month.
Add recipients by email (they do not need a Doow account).
Choose the format: PDF (formatted, suitable for sharing) or CSV (raw data, suitable for further analysis).
Click Save schedule.

Scheduled reports appear under the Scheduled tab on the Reports page. You can pause, edit, or delete a schedule at any time. The report runs in your workspace timezone (set in Settings → Workspace).

Export formats

All reports can be exported in:

PDF — a formatted document with your workspace logo, charts, and a cover page. Best for sharing with stakeholders.
CSV — raw tabular data. Best for importing into spreadsheets, BI tools, or procurement systems.
CSV (raw) — the same as CSV but without any formatting or currency conversion. Amounts are in their original currencies. Best for data analysis.

Saved reports can be shared with anyone in your workspace via a link. From the saved report view, click Share to copy the link. Anyone with the link must be signed into your Doow workspace to view it.

If you need to share a report outside your workspace, use the scheduled-email feature (recipients do not need a Doow account) or export as PDF and attach it manually.

Report history

Every time a report is generated (manually or via schedule), a copy is saved to the History tab on the Reports page. The history keeps the last 12 generated copies per report. Older copies are automatically removed. You can download any past copy, or click Restore to reload its parameters into the report builder.