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The reports area starts with a catalog. Each category shows the reports available for that part of the workspace.

Use the catalog when you know the business question but not the exact report name. Start broad, then narrow with filters inside the report.

Open Reports

Open Reports from the workspace navigation.
Choose a report category: CRM, Finance, Productivity, or HRM.
Select the report card you want to review.

The category page opens with the selected report and shows the available reports as buttons near the top of the page.

Switch Reports

On a category page, select another report button to switch the active report. Switching reports resets the filters so the next report loads with its default view.

If you need to compare two reports with the same date range or owner filter, write down the filter values before switching so you can apply them again.

When preparing a review meeting, open each report you plan to use and confirm the filters before the meeting starts. Reports can answer different questions even when their names sound similar.

Available Categories

CRM for contacts, deals, accounts, and tickets.
Finance for revenue, invoices, expenses, payments, sales, products, and tax.
Productivity for projects, tasks, time tracking, and timesheets.
HRM for attendance, leave, payroll, and headcount.

Choose the category that owns the source records. For example, customer revenue belongs in Finance reports even if the discussion started from a CRM account.

If Reports Are Missing

If the reports catalog is empty or unavailable, confirm that you are signed in, inside the right workspace, and on a plan with access to reports.

Also confirm the related module is enabled and has records. A finance report will not be useful until invoices, payments, expenses, or products exist.

If only one category is missing data, check the source module first. Empty CRM reports usually mean missing contacts, deals, accounts, or tickets; empty HRM reports usually mean missing employee, attendance, leave, or payroll records.

Choose The Right Report

Use CRM reports for pipeline and customer questions, finance reports for money and tax questions, productivity reports for delivery and time questions, and HRM reports for attendance, leave, payroll, and staffing questions.

Before exporting or sharing a report, confirm the date range, filters, currency, status definitions, and whether test or archived records are included. The same report can tell a different story when filters change.

If two reports appear to disagree, compare the source records and filters before assuming one report is wrong. Reports often answer different questions, such as created revenue versus collected revenue or open tasks versus completed work.

Report Selection Examples

Use Deals Pipeline for sales stage review.
Use Revenue Summary for collected invoice revenue.
Use Task Summary for workload and delivery review.
Use Payroll Summary for payroll period review.
Use Account Summary for customer cleanup and account footprint.

If a report does not answer the question, switch reports rather than forcing the wrong chart into the meeting.

Meeting Prep Checklist

Before presenting reports:

choose the report that matches the business question
set the same date range used in the meeting agenda
confirm owner, status, currency, or department filters
open the source module for any unusual number
export only after source data has been reviewed

Open and Select Reports