Business modules
Reports
Compare sales, team and finance results using reports and your own dashboards.
Open the guides below for work in this area. Use Reports on web or Business → Reports on desktop. Navigation depends on enabled modules and read access.
Modules and settings
Reports and designer
Managers compare sales/team/finance with ready reports and build reports in Explore.
Reports and designer settings
Options, screen paths and defaults.
Dashboards
Managers monitor measures/table data together as dashboard widgets.
Dashboards settings
Options, screen paths and defaults.
Activity and audit history
Managers inspect changes by actor; records have history and Activity shows workspace changes.
Activity and audit history settings
Options, screen paths and defaults.