Read your dashboards and reports

Analytics modules summarize activity across the modules you have enabled.

Please note:

• Some reports only appear when related modules are enabled — confirm module setup in Configure your workspace and Enable and manage modules.
• Live activity and cross-module lookup are separate tools — see Use Eye activity and Deep search.

Reporting tools compared

Tool	Purpose	Typical user
Dashboard	KPI widgets and trends	Everyone
Reports	Saved and ad-hoc tabular views	Managers, analysts
Eye	Live user activity	Supervisors
Deep Search	Cross-module record lookup	Support, ops

Dashboard

Your home dashboard highlights KPIs for CRM, operations, or hospitality depending on configuration.

Reports

Open Reports for saved and ad-hoc views. Some reports only appear when related modules (for example Shifts or FMCG customers) are on.

Eye and Deep Search

Eye shows live user activity — see Use Eye activity for supervisor workflows. Deep Search finds records across modules you can access. FMCG tenants should also review FMCG reporting for route and SKU metrics.

flowchart TB
  Data[Module activity data] --> Dashboard[Dashboard widgets]
  Data --> Reports[Saved reports]
  Data --> Eye[Live Eye view]
  Data --> Search[Deep Search index]
  Dashboard --> User[Decision making]
  Reports --> User
  Eye --> User
  Search --> User

Customize dashboard layout per role where supported, and pin the reports your team opens daily.