---
title: "Reports and dashboards on any object | SalexHub"
description: "Counts, sums and averages over any object, by period and against the one before. Dashboards with goals, and every number computed for the person looking."
url: "https://salexhub.com/product/reports"
---

# Reports & dashboards: Count and compare anything you keep.

Reports over any object, your own included: counts, sums and averages by up to two properties, over a period, against the one before. Put them on dashboards, and click any mark to see the records behind it.

A question becomes a chart: deal value by stage this quarter, against the quarter before. Saved as a report, it takes its place on a dashboard.

[Start free](https://app.salexhub.com/register) · [See pricing](https://salexhub.com/pricing)

## What you do with it

**Numbers you can open.**

- **Any object**: Contacts, deals, invoices, stock or an object you made yourself, and the members of a list. Count, sum, average, lowest, highest or distinct.
- **Periods and comparison**: This or last week, month, quarter or year in your time zone, against the previous period or the same one last year. Each report names the date it reads.
- **Charts that fit the question**: Fourteen chart types, from bar and line to funnel, map and goal. The product suggests the type that answers the question, and keeps the one you pick.
- **Click through**: Click a bar or a slice and see the records behind it, with the values that were measured.
- **Dashboards**: Drag and resize tiles on a grid; one period control applies to each tile's own date. Present mode fills the screen and refreshes every 30 seconds.
- **Named metrics and goals**: Name a metric once, such as won revenue, set a goal on it, and a tile shows whether you are on pace.

## The Agent here

**Ask the Agent for a number.** The Agent answers with a chart drawn from your records, under your permissions. Save as report opens the builder on the same question.

Tools from the product's registry that the Agent uses here:

- `report.aggregate`: Answers a question with counts, sums and averages. Runs in every autonomy mode.
- `metric.list`: Reads the organization's named metrics. Runs in every autonomy mode.
- `goal.progress`: Reads how a goal stands against its pace. Runs in every autonomy mode.
- `report.save`: Saves a report. Asks in the default mode, Ask every time; runs from Auto inside the organization.
- `dashboard.save`: Saves a dashboard and its tiles. Asks in the default mode, Ask every time; runs from Auto inside the organization.
- `report.delete`: Archives a report. Asks unless the mode is Full autonomy.

## Connected

**Reports read the same records as everything else.**

- [The Agent](https://salexhub.com/product/agent): The Agent answers with the same counts a report gives, and reads your named metrics and goals.
- [Objects & data](https://salexhub.com/product/objects): Convert any view or list to a report, and use a list as a filter.
- [Workflows](https://salexhub.com/product/workflows): A goal falling off pace can start a workflow.
- [Control & audit](https://salexhub.com/product/control): Field access and record visibility apply to every number.

## Control

**Every number respects who is looking.**

- Numbers are computed for each viewer: records they cannot see are not counted, and a property they cannot read is refused rather than quietly left out.
- A sum across currencies is withheld until it is converted at a dated rate.
- A report or dashboard is private or shared with the whole organization, and only its owner archives it.
- Members save reports, and Viewers read them.

## Recent changes

- 2026-09-13 (Reports & dashboards): **Turn an Agent answer into a saved report.** An answer with a chart has Save as report, which opens the report builder on the same question.
- 2026-09-09 (Reports & dashboards): **Dashboard periods follow each tile's date.** One control scopes every tile by its own date property and names it, and a goal tile shows where the bar should be today.
- 2026-08-28 (Reports & dashboards): **Goals and decisions measured against named metrics.** Name a metric once and set goals on it, record the result a decision expects, and admins get a Monday brief of the biggest changes and the goals at risk.
- 2026-08-10 (Reports & dashboards): **Record feeds, several measures and maps in reports.** A report can list the matching records as a feed, chart several measures at once, and show a world map that turns into a globe.

All changes: [Changelog](https://salexhub.com/changelog)

## Read more

- [Access and sharing](https://salexhub.com/docs/control/access): Why the same report shows each person only what they may see.
- [Roles and permissions](https://salexhub.com/docs/control/roles): The seven built-in roles and the rights behind each one.

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The same page for people: https://salexhub.com/product/reports. Index of this site for agents: https://salexhub.com/llms.txt