The Reporting Module

Build visual or tabular reports from any data source—customize insights and drive smarter, data-backed decisions.

 
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More about This Module

The Reporting module lets you generate real-time reports from any module or dataset in the system. Create dashboards, exportable tables, or visualizations that turn raw data into actionable insights.

Select fields, set filters, group results, and define time ranges. Reports can be saved, scheduled, and shared with specific users or roles.

Typical use cases include:

  • Analyzing sales performance across clients or products
  • Exporting financial summaries for accounting or tax purposes
  • Reviewing system activity, leads, or support stats
  • Creating dashboards for managers or departments
  • Scheduling automatic report delivery via email or download

Whether for strategy, compliance, or client updates — the Reporting module puts the power of data at your fingertips.

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