Reports & Insights records
Create and manage supported records from one connected workspace.
Reports & Insights
Rapports d’activité
Reports & Insights built for one connected workspace.
See supported sales, expense, receivable, payable and stock reports from recorded activity.
Accès selon les tâches attribuéesContrôlé par les rôlesEnregistrements associés
Rapports d’activitéPrésentation de la fonctionnalité
Reports & Insights built for one connected workspace.
View financial and operational reports from recorded data. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Tout ce dont vous avez besoin pour Rapports d’activité
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
Utilisez Rapports d’activité en 4 étapes claires
- 1Open Reports & InsightsUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
Disponible dans les packs métier actuels
Questions courantes
Which Business Packs include Reports & Insights?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Reports & Insights workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
Prêt à utiliser Rapports d’activité ?
Créez votre espace, puis activez le pack métier et les accès nécessaires à votre activité.