Table reports hub

Reports (/dashboard/reports) is the workspace table-reporting hub. Open ANALYTICS → Reports to browse Favorites, Recent, Standard (built-in), and Custom reports, then run live tables or export files.

Please note:

• Enable the reports module under Enable and manage modules. Navigation appears when you have any of reports.read, reports.create, or a reports.export.* permission.
• Standard reports are immutable templates — change fields or filters, then Save As Custom. Never overwrite a Standard report.
• Preview and export need the matching entity permission (for example reports.export.leads). Without it you may see View only metadata but not the live table.

Hub sections

Section	What it shows
Favorites	Reports you starred (works without edit rights)
Recent	Reports you opened recently
Standard	Built-in templates seeded for the tenant
Custom	Workspace-created or Save As Custom copies

Each card shows an entity badge (Leads, Deals, People, and so on). Open a report for the live table detail at /dashboard/reports/:id.

Run a report

1. Open Reports and pick a Standard or Custom report
2. Use Fields to choose columns; apply filters and sort
3. Browse the paginated preview (100 rows per page where a live table is supported)
4. Export as Excel, CSV, or PDF — large jobs show Preparing your export… then Download

Some entities (for example shifts, FMCG customers, or account statements) are export-only without a live table.

flowchart LR
  Hub[Reports hub] --> Open[Open report]
  Open --> Preview[Live table + filters]
  Preview --> Export{Export size}
  Export -->|Small| Sync[Immediate download]
  Export -->|Large| Async[Queued job then Download]
  Open --> SaveAs[Save As Custom]

Create, save, and share

Action	Who / permission	Notes
New Report	reports.create + entity reports.export.*	Only entities you can export appear
Save	reports.update on Custom	Edits name, fields, filters
Save As Custom	reports.create	Required when starting from Standard
Share	reports.share	Private / Public / Restricted (users, teams, roles) with optional edit access
Delete	reports.delete	Custom only — Standard templates cannot be deleted
Star favorite	Any viewer	Stored per user

Share visibility matches dashboards: Private, Public (everyone), or Restricted with view and optional edit allowlists.

Permissions cheat sheet

Permission	Purpose
reports.read	Open hub and report chrome
reports.create	New Report / Save As Custom
reports.update	Edit Custom definition
reports.delete	Delete Custom
reports.share	Change visibility
reports.export.<entity>	Preview rows and export that entity
reports.export / reports.export.all	Legacy broad export

Grant create without export only if someone should design reports they cannot run — the UI shows a clear empty state when preview is blocked.

Related

• Read your dashboards and reports — Dashboard widgets vs Reports vs Eye
• FMCG reporting — route and SKU metrics
• Roles in Settings — grant reports.* on roles
• Enable and manage modules — turn on Reports