Lists answer "what should I do now?" and reports answer "what happened this period, where should I look?" Reporting starts with ready-made module reports: stock ledger and status, sales reports, purchasing, finance. On the CRM side, an analysis center and custom reports show customers and the pipeline in more detail. Everything is fed from the records written during daily work; no second data set is kept for reporting.
A report is only as good as your documents and definitions. A wrong warehouse or a missing account skews the figures, so get document entry and the lists right first.
Who is it for?
Managers look at period performance, and finance looks at collections, payments and bank movements. The warehouse uses stock status and movement reports and the sales team the sales reports. A CRM manager follows activity and campaign analysis. Limit report access by role so sensitive finance reports aren't open to everyone.
How it works
Each licensed module brings its own report set. You filter by date range, company/branch/warehouse, account or product. You review the result on screen and export it if needed. The dashboard shows the summary you check most; for detail you go to the report screen.
In CRM, the analysis center and custom reports focus on the customer lifecycle and outreach performance. The Outreach Reply AI agent in the inbox writes replies; general "AI suggestions / scoring" on report screens is still on the roadmap. Today there are the classic reports, CRM analysis and agent logs.
Report permissions decide who runs which report, and scope sets the default company/branch breakdown. If you run in parallel with an existing system, settle up front which system is the source for reports, so the same figure doesn't come out differently in two places. For example, operational reports can come from EQLEM and closing reports from your existing system.
Benefits
You take decision reports from one source. Business units use their own module reports and management uses the dashboard summary. CRM analysis adds depth for sales and service. Daily Excel dumps shrink, though they may not disappear entirely. In an audit, "where did this number come from?" can be traced back to the record.
You can start with ready reports, move on to CRM cuts, then to weekly sales and monthly stock reviews. This is operational reporting, not a BI suite.
Relation to modules and products
Stock, sales (more than 12 reports), purchasing, finance, service/expense and CRM have report screens. The Dashboard is the summary layer. Reports run mostly on Platform Web, with partial access on mobile. Notifications are instant alerts, whereas reports look at a period. If you haven't licensed a module, you won't see its reports.
FAQ
Does every module have reports? The core operations modules have ready report sets; the richest are sales and stock.
Are custom reports everywhere? Custom reports and the analysis center are in CRM. Other modules use ready reports; we don't promise a self-serve BI tool.
Does the dashboard replace reports? No. The dashboard is a daily summary and reports are for period analysis.
What about my existing system's reports? In a synced setup, decide at setup which system is the source.
Next step
Write down five questions: critical stock, open orders, late collections, sales by branch, service SLA, for example. Answer them with ready reports and the dashboard. Try Free and run them on your own data; open CRM analysis later if you need it.