Reports: One Place for Every Number
Where every report you're allowed to see lives — organized by module, exportable, and scoped to your access.
Reports is where you go to check the numbers — instead of hunting through each module separately for the report you need.
What Reports does here
Reports is a central hub that gathers every report you're allowed to see, organized by module, all in one place. Rather than opening CRM for one number and Inventory for another, you check them here.
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The Reports hub, listing reports grouped by module
What shows up depends on you
Not everyone sees the same list. A report only appears here if your workspace's plan actually includes that module. And within a report, the data you see is limited by your role and team permissions — the same way it is everywhere else. For example, a team lead sees their team's figures, not the whole company's.
CRM's deeper reports
CRM contributes a set of its own analytical reports:
- Sales pipeline
- Win/loss trends
- Lead source performance
- Lead-to-customer conversion funnel
- Sales velocity — how quickly deals move through each stage
- Team performance
- Account revenue
Everyday module reports
It's not just CRM. Most modules you have enabled — Point of Sale, Inventory, and others — also contribute their own day-to-day operational reports into the same hub, so the day-to-day numbers and the deeper analytical ones live in one place.
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An operational report from Point of Sale or Inventory, shown in the Reports hub
Exporting
Every report, wherever it comes from, can be exported — as a CSV file or as a PDF.
Where to go deeper
Each module's own article has more context on what a given report is actually measuring: CRM, HR, Finance, Inventory, Point of Sale.