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…
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