Reporting & Dashboards
Build reports and dashboards to see what is happening.
View role-based dashboard
After login, a user sees a default dashboard tailored to their role with pre-built widgets showing relevant metrics.
Customize dashboard layout
A user customizes their dashboard by adding, removing, rearranging, and resizing widgets.
Build custom report
A user builds a custom report using a step-by-step guided builder, selecting entity, fields, filters, grouping, and display format.
Schedule and deliver report
A user schedules a saved report for periodic email delivery to specified recipients.