Reports

Section: Knowledge & Reports
URL: /admin/reports
Page title: (2) Bord/Tablou de bord

Overview

Reports module — pre-built and custom reports across every business area.

Business value

Pre-built and custom reports across every business area — finance, sales, ops, support. The analytical layer that turns raw transactional data into decisions.

• Who uses it: Executives, managers, analysts, every department head
• Key benefit: Replaces 20 weekly Excel reports with a real-time, single-source view.

Typical use cases:

• Weekly sales pipeline report auto-emailed to leadership
• Margin-by-product analysis for pricing decisions
• Custom report for board pack

At a glance

Accessing this module

From the admin sidebar, navigate to Reports, or open the URL directly:

/admin/reports

List view

The list view shows existing reports records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Reports from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/reports