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Every row from every client, with the client first. Filter, sort and hide columns as on a client's own report; downloads keep the view.

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Shared with the whole organisation 4

Everyone in the organisation can open these with the link, and Copilot can surface them to anyone who searches.

ClientLocationAccessLast modified
Contoso Legal LLPFinance / DocumentsView24 Sep 2026
Fabrikam Dental GroupPractice Management / DocumentsView15 Aug 2026
Fabrikam Dental GroupPractice Management / DocumentsView29 Sep 2026
Northwind TradersFinance / DocumentsView24 Sep 2026

Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.