Operator guideEN

Reporting / Reports

Open the configured BI dashboard inside Backoffice for high-level reporting and management analysis.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

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
  • reportingDashboardId points 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.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Calculations1 topicOpen details

Embedded dashboard bootstrap

How It Works
The wrapper combines the resolved BI host, configured dashboard id, and active Backoffice session to open the embedded dashboard.
What To Check
This page does not calculate BI metrics itself; it only bootstraps the embedded dashboard.
Fields4 topicsOpen details

Reporting dashboard id

Dashboard identifier injected into the embedded BI dashboard URL. It comes from System Settings and defaults to `1` when no stored setting exists.

Data Type
string

BI host

Hostname derived from the current CRM domain by replacing the first subdomain with `superset`, or prefixing `superset.` when no extra subdomain exists.

Data Type
string

Authenticated session

Active Backoffice session context required before the embedded dashboard can load.

Data Type
string

Embedded dashboard destination

BI destination assembled from the reporting host, configured dashboard id, and current authenticated Backoffice session.

Data Type
string
Page sections2 topicsOpen details

Embedded reporting dashboard

Main iframe area that loads the configured BI dashboard.

Runtime context

Uses local token, resolved Superset host, and configured dashboard id.

More help

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