Review activity, outcomes and reports

Business management · Updated Sep 11, 2026 4:24 AM UTC

Reports show business trends while the workspace log explains recent changes.

How to use it

Open Reports for the period and filters you need. Review sales outcomes and exports where included in your plan. Open Workspace log to inspect relevant changes and connected devices. Dates and times follow the viewer's time zone.

Example

Compare accepted quotes this month with last month, then inspect an individual quote for context.

Open this area

Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.