Reports & dashboards

Analytics builders, report execution, exports, and dashboard widgets.

Reports

Reports define object type, columns, filters, grouping, and chart config. The report engine runs definitions against CRM data and export endpoints make saved reports portable.

http

Analytics endpoints

POST /api/v1/reports/run
GET  /api/v1/reports/{id}/export

Dashboards

Dashboards store widget layout JSON so teams can build leadership views without changing app code. The docs should explain how widgets source reports or metrics and how layouts are saved.