Reports
Reports and dashboards across CRM, finance, time, attendance and leave, plus the weekly digest.
Articles in Reports
REP-01Understanding Reports and DashboardsAll editions. Core reports covering CRM, finance, time, tasks, attendance, leave and expenses are available without an add-on. Payroll reports require the Payroll add-on module, budget reports require the…REP-02Use Lead and Deal ReportsAll editions. CRM is a core feature — no add-on is required for lead and deal reporting. What each reader sees is bound by their ownership-scoped permission on leads and deals and by the organisation they are…REP-03Use Finance and Income vs Expense ReportsAll editions. The finance report, income versus expense, and the expense reports are core — no add-on is required. Vendor-side figures depend on the Purchase add-on module being enabled, and project budget…REP-04Use Time Log and Task ReportsAll editions. Projects, tasks and time tracking are core, so the time log report and task report require no add-on. The Resource Utilization add-on module adds availability, capacity, workload and timeline…REP-05Use Attendance and Leave ReportsAll editions. Attendance and leave are core features — no add-on is required for their reports. Device punches only feed attendance where the Biometric add-on module is enabled, and payroll outputs derived…REP-06Set Up the Weekly Digest ReportAll editions. The weekly digest is delivered by the CRMInsightReports add-on module, which an Administrator must enable for the account. It is plan-gated — confirm it is included in your plan before relying on…REP-07Use the Work Summary ReportNewAll editions. Requires both the Reports and Time Logs modules to be enabled for your account, and requires the View Work Summary Report permission set to "All." This is a separate permission from the one that…
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