Running a domain report

Every module ships ready-made reports; you just filter and read.

When to use

Use a domain report when you need a quick, repeatable view of one business area, such as the sales pipeline, finance, inventory, or HR. It reads directly from the source module, so the numbers match what that team sees.

Before you start

• You need analytics:read plus the domain permission for the page, for example analytics:finance, analytics:sales, analytics:crm or analytics:hr. The Assets page uses analytics:assets.
• The page only appears when your company has the source module. A page you cannot see usually means a missing module or permission.
• While analytics.module_permission_enforcement is on (default: on), a domain permission is required, not just analytics:read.

Steps

Tips & common mistakes

• Remember data scope: someone on “own” or “team” scope sees fewer rows than someone on “all”.
• Do not confuse /reports (the library of business reports) with /analytics/reports (your saved Builder reports).
• Set the date range first; most “wrong total” questions come from a forgotten filter.
• If a number looks off, drill into a row to check the source record before exporting.

Related

• Building a custom report
• Exporting to CSV
• Saved reports
• Report access settings