Skip to main content

​
Overview

Reports aggregates data from every other module — CRM, HRMS, Finance, Work, Goals, Learning, and Recruitment — into dashboards and custom reports. It has no data of its own; every number here is read live from the module it summarizes, so a Reports page is only as current and correct as the source module’s own data. Requires analytics.reports.view.workspace permission.

​
Where to find it

​
Core workflows

​
View a standard report

  • Open any per-module report (Sales, HR, Work, Learning, Recruitment, Finance) for that module’s pre-built breakdown, or Executive for a cross-module summary.
  • Every module page also deep-links into Reports with a specific view via /reports?module=<x>&type=<y> — e.g. a CRM funnel chart on a CRM page can open its full report here.

​
Build a custom report

  1. Go to Reports → Custom or Builder, pick the data source (which module/resource to report on), and add filters/groupings.
  2. Ask a plain-language question about your data (e.g. “Show all open deals created this month”) to generate a starting report instead of building filters by hand.
  3. Save a report to reuse it later (/reports/saved), or set it to Scheduled to have it emailed on a recurring basis — add recipient emails and a subject line for the scheduled send.

​
Build a dashboard

  • Dashboard builder (/reports/dashboard) composes multiple reports/widgets onto one page, separate from the single-report Custom/Builder flow above.

​
Permissions

Workspace-scoped; a report pulling from a source module still respects that module’s own read gates — e.g. a Finance report only shows what the viewer’s role could see in Finance directly.

​
Known limitations

No material gaps surfaced during this review. Because Reports has no independent data of its own, any report reflecting an already-documented gap in a source module (for example, a recruitment report or field that a source-module dialog doesn’t currently save — see the Recruitment module’s Known limitations) will look correspondingly incomplete until that source-module gap is closed.