> ## Documentation Index > Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt > Use this file to discover all available pages before exploring further. # How do reports work? > Four full reports behind the dashboard's Business tab: Revenue, Production, Lenders and Pipeline. Who sees them, how to pick a period, and how to get to the deals behind any number. The dashboard's **Business** tab is the summary. Each of its cards has **See full report**, which opens the full report behind it: | Business card | Opens | What it answers | | - | - | - | | **Revenue** | [Revenue](/help/revenue-report) | What did we make, what has come in, and what are we still owed? | | **Team** | [Production](/help/production-report) | Who is producing, and where does each rep's work stall? | | **Lenders** | [Lenders](/help/lenders-report) | Which lenders work for us, how fast, on what terms, and why do they say no? | | **Deal flow** or **Pipeline today** | [Pipeline](/help/pipeline-report) | Where do deals get stuck, and why do we lose them? | A report opens on the period the dashboard was showing. The names at the top switch between reports and keep your period and filters. **Dashboard** takes you back. The dashboard's Business tab with Revenue, Deal flow, Pipeline today and Lenders cards, each with See full report. ## Who sees which report | Report | Admins | Managers | Reps | | - | - | - | - | | **Revenue** | The whole account | No | No | | **Production**, **Lenders**, **Pipeline** | The whole account | Their reps' deals, without Lender Commissions | No | A manager's reports say **Your reps' deals only** at the top. Reps have their own numbers on the dashboard's **My day**; see [Your dashboard](/help/dashboard). ## Pick a period and a comparison The bar under the title sets what every number on the page counts. * **Period:** **This month**, **Last month**, **This quarter**, **Last quarter**, **This year**, **Last 12 months**, or **Custom** with a start and end date. Dates are in your account's time zone, and the dates covered are shown next to the filters. * **Compare to:** **Previous period** (the same length just before), **Same period last year**, or **No comparison**. With a comparison on, each figure shows how much it went up or down, in green when that's good and red when it isn't. More declines show in red, for example. * Charts go by week for periods up to about two months, and by month for longer ones. Some figures are always as of right now, whatever the period: Lender Commissions still to come in, Rep Commissions still pending, deals in play, stages, and deals that went quiet. ## Narrow it down * **Lender** shows only what went to, was offered by or was funded by one lender. * **Rep** shows only one rep's deals, or **No owner** for deals with no originator and no closer. * The [Production report](/help/production-report) also has **Originator or closer**, to credit deals to only one role. Your period and filters are part of the page's link, so a bookmarked or shared link opens the same view. **Refresh** reloads the numbers. ## See the deals behind a number Click any figure with an arrow, a table row, a funnel step or a reason. A panel opens on the right with the deals, submissions, offers or commissions that make up that number, with the count and total at the top. Click a row to open the deal. Long lists show 50 at a time. A report's side panel listing the Lender Commissions behind the Earned figure. ## Download Every table and every panel has **Download**: choose **Excel (.xlsx)** or **CSV**. You get what's on screen for your period and filters, with amounts as numbers you can add up. The file is named after the report, the view and the dates, for example *Revenue - By lender - 2026-10-01\_to\_2026-10-31.xlsx*. ## The numbers match the dashboard The reports and the Business tab count the same way, so a number on a card is the same number in its report: * **Funded** is the deals marked funded in the period. See [Marking a deal funded](/help/mark-funded). * **Sent** is submissions that went to a lender in the period. * **Offers** count each offer once. A [revised offer](/help/revised-offers) doesn't count again. * **Lender Commissions** count net of clawbacks. Cancelled ones never count. * A deal counts for its originator and its closer, but a total counts it once. ## Take the tour The first time an admin or manager opens a report, a short tour shows the report switcher, the period bar, the clickable figures and **Download**. To see it again, click **?** in the top bar and choose **Replay tour: Reports**. The old **Reports** page, with its generated and scheduled reports, was replaced by these reports in October 2026. Old links to it open the dashboard. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.