Reports
Administrators run operational reports for sales, users, classes, and related CRM metrics from Reports tools at the configured Admin URL.
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Surfaces, roles and current terminology
| Surface | Current navigation terminology | Status |
|---|---|---|
| Reports hub | CRM / Reports menu family | Core |
| Sales and finance reports | Reports filtered to sales or financial ranges | Core |
| Users and classes | User and class activity reports | Core |
| Export | Download or export actions where offered | Core; large ranges may be slow |
Permissions, settings and activation
- Narrow date ranges on shared hosting to avoid timeouts.
- Interpret results together with Sales List and Balances List for financial questions.
- Restrict report access to staff roles that need analytics.
- Do not treat a slow export as missing data until the job finishes or errors.
Core workflows
Run a focused sales report
- Open Reports and choose the sales-oriented report.
- Set a narrow date range and relevant filters.
- Generate the report and spot-check totals against Sales List samples.
- Export only after on-screen totals look plausible.
Investigate a catalog or user metric
- Choose the users or classes report that matches the question.
- Filter to the affected segment.
- Compare with live lists (users, courses, reviews) for anomalies.
- Document findings before changing production data.
Result states
- Success: The report returns consistent totals for the selected filters within an acceptable time.
- Pending: A large export is still processing.
- Denied: The staff role lacks Reports permissions.
- Error: Timeouts or empty results from oversized ranges; narrow filters and retry.