Quick Actions
Shortcuts at the bottom of the dashboard — jump straight to a report, or export data without leaving the page.
Overview
Quick links open the report you need in one click; quick exports download a data set as a file. Both are permission-aware, so you only see the ones your role allows.
What’s Available
Quick links
Revenue, services, clients, orders, balances, coupon usage, and order statuses
Quick exports
Orders, accounts, invoices, services, transactions, and ratings
Permissions: each link is gated by the report it opens, and each export by the module it pulls from — a role without invoice access sees neither the invoice report link nor the invoice export.
Common Issues
A link or export you expected is missing? It’s hidden by your role’s permissions rather than removed from the product.