At Cloverleaf, we're all about making your workday smoother and more efficient. That’s why we created Reporting Teams—to simplify how you manage teams and give you a clearer view of your organization’s structure. Here’s the quick rundown:
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Automated Team Creation to Save Time
Reporting Teams automatically builds your team dashboards based on your reporting structure. You can still customize things—whether you want to create more teams or use the Dashboard Builder for special projects.
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Better Visibility, Better Coaching
You can easily track your team and manager details through My Dashboard. This keeps everything up-to-date, ensuring your coaching tips are always relevant. Plus, any team changes? A quick update and you're good to go.
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Fast Access to Who Matters Most
Your team dashboard is just a click away, giving you a real-time snapshot of the people who make the biggest impact on your work. Whether from My Dashboard or the sidebar, it's always easy to find.

Set your manager directly by going to My Dashboard and clicking Set Your Manager.
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You can also update this in your Account Settings.

Once you have selected your manager, your reporting team will be visible on My Dashboard. Navigate to your Reporting Team Dashboard by using the sidebar navigation or clicking My Manager's Team.
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Anytime your manager changes, easily update it in your Account Settings and your Reporting Team will reflect your new manager.
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