> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports Module

> Cross-module analytics, custom report builder, and scheduled reports.

### 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

| Area | Route |
| - | - |
| Reports dashboard / executive overview | `/reports`, `/reports/executive` |
| Per-module reports | `/reports/sales` (CRM), `/reports/hr`, `/reports/work`, `/reports/lms`, `/reports/recruitment`, `/reports/finance` |
| Pipeline / productivity / hiring / departments | `/reports/pipeline`, `/reports/productivity`, `/reports/hiring`, `/reports/departments` |
| Custom reports / builder | `/reports/custom`, `/reports/builder` |
| Saved / scheduled reports | `/reports/saved`, `/reports/scheduled` |
| Dashboard builder | `/reports/dashboard` |

### 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](/docs/modules/recruitment) module's Known limitations) will look correspondingly
incomplete until that source-module gap is closed.


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