Report Core

Last updated: 2026-03-24 Owner: Product Writer Audience: user, manager, hr_admin, tenant admin, owner

Purpose

Explain how to use Report Core to review tenant KPIs, trends and operational analytics while respecting available permissions.

Prerequisites

• access to the Report Core module
• correct analysis period
• export or preset permissions when required

What you find in Report Core

• year, month and analytical perimeter filters
• summary KPIs and trends
• operational views on people, projects or cost data according to role
• saved or shared presets when the tenant uses them
• export only when authorised

Operational steps

1. Open Report Core.
2. Select period and filters.
3. Refresh the view to read KPIs and trends coherent with your perimeter.
4. If available, apply a saved preset.
5. Use export only if the role and tenant.reports.export permission allow it.

Expected result

The user gets a readable operational analytics view, without administrative actions that do not match the role.

Common errors

• Some widgets or exports are not visible
• cause: the role can consult the report but not all advanced actions
• solution: work on the authorised view or request enablement

• The data does not match the expected month
• cause: incorrect period or active filters
• solution: check year, month and applied presets

FAQ

Are Report Core and Report Admin the same thing?

No. Report Core is the general operational analytics layer; Report Admin groups specific administrative reports.