Reports
Role-based, date-range analytics across leads, team, attendance and finance.
What Reports & Analytics covers
BitzStack's Analytics workspace gives role-based, date-range views across the modules this documentation covers — categories include Overview, Employees, Managers, Leads, Finance, Attendance, Meetings and Communication. Typical KPIs include things like active leads, conversion rate, and growth compared to the previous period, alongside a trend view over time.
Role-based visibility
What you see in Reports depends on your role: an Employee sees their own performance, a Manager gets team-scoped analytics for their own team, and Admin/Founder get full company-wide reports and exports. Finance additionally has finance-only exports on top of general Analytics. See User Roles for each role's exact scope.
What this page doesn't claim
This documentation only describes the Analytics categories and KPI-style views confirmed above — it doesn't promise a specific chart type, export file format, or metric beyond what's listed here. If you need a specific report format that isn't part of the standard product, that's the kind of request the Customization service is built for.
Still need help? Ask BitzStack AI about reports while you read.