What this page shows
Reporting / Reports is an embedded BI page. It does not have its own CRM
table, filters, or KPI cards. Instead, it opens the BI dashboard configured for
the current Backoffice environment.
When to use it
- open the main BI dashboard configured for the current Backoffice environment
- jump from CRM into a broader reporting overview
- confirm that the configured reporting dashboard opens for the current domain
This section is useful for owners, management, finance, operations, and analysts who need a shared high-level dashboard. It can be hidden from roles that use only operational Backoffice pages.
How to read it
The page needs three runtime inputs before the embedded dashboard can load:
- an active Backoffice session
- the current Backoffice domain, which points the page to the matching BI host
- the configured reporting dashboard id from System Settings
The current user also needs Reporting: R.
If the page area is blank or the embedded dashboard returns a missing-dashboard error, first check the System Settings value for the reporting dashboard id and then check that the matching BI host is reachable for the current domain.
What this page does not define
- calculations, filters, charts, and drilldowns inside the embedded dashboard
- dashboard access rules inside the BI product
- the underlying report data model used by the embedded dashboard
The exact KPI cards, charts, filters, and tables depend on the configured BI dashboard. Do not copy formulas from another brand or dashboard into this CRM wrapper description.
Setup checklist
- an active BI/Superset dashboard exists
reportingDashboardIdpoints to the intended dashboard- the reporting host derived for the current Backoffice domain is reachable over HTTPS
- the user has an active Backoffice session
- the user has
Reporting: R - the BI product accepts the forwarded session context and grants access to the configured dashboard
Changing the dashboard itself is done in the BI product, not from this page.
Known caveats
- This CRM page is only a wrapper around the embedded BI dashboard.
- If the reporting dashboard id is empty, wrong, or still loading, the wrapper can point to a non-existing dashboard instead of showing a CRM-native empty state.
- A problem inside the embedded dashboard must be checked in the BI dashboard configuration, not on this CRM wrapper page.
- If the section is not used for a client, hide the menu entry rather than leaving a blank or unauthorized embedded page.