INTENDED SEARCHES: admin report, report, customer report, internal report
Admin reports are usually used by internal users to review business data.
Customer-facing reports, if enabled, should only show information appropriate for customers.
Examples of internal report data may include:
- Revenue.
- Payroll.
- Job costing.
- Employee time.
- Expenses.
- Vendor costs.
- Operational performance.
Do not assume a report is customer-facing just because it exists in the system.
Before saving or relying on this record, check:
- Audience.
- Permissions.
- Sensitive data.
- Export/sharing risk.
Why this matters:
Report visibility matters because reports may contain financial, payroll, or internal operations data.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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