Spot Compliance Risks in Your Reports

Catch problems early — stale records, risky access, unusual activity, failed messages, and gaps in customer communication — before they turn into compliance issues or an audit finding. These reports let admins and managers confirm Brixi data, access, and communication activity are healthy and review-ready.

Who Uses These Reports

Role	What they review
Admin	User access, role changes, exports, imports, billing/account records, and workspace settings.
Sales manager	Record ownership, stale activity, overdue tasks, and communication follow-through.
Compliance owner	Consent, communication patterns, audit-ready notes, and access hygiene.
Operations	Data quality, duplicate records, failed syncs, and assignment gaps.

Reports to Review

• User activity and access review.
• Communication logs.
• WhatsApp, email, SMS, and call activity.
• Failed, skipped, or unusual message activity.
• Missing owner, stale lead, and duplicate record reviews.
• Audit-style activity history.
• Scheduled exports and export review.
• Billing, invoice, and subscription records where required for account review.

Questions These Reports Answer

• Who accessed or updated important records?
• Are customers being contacted through approved channels?
• Are there failed messages, unusual communication patterns, or missing logs?
• Which records have missing owners, stale stages, or incomplete data?
• Which exports, invoices, or account records need review?

Weekly Review Workflow

1. Review users with admin, export, billing, or permission-management access.
2. Check recently inactive users and confirm whether access should remain active.
3. Review failed, skipped, or unusual communication activity.
4. Check for missing owners, stale leads, duplicate records, and overdue tasks.
5. Review records with high activity but no clear next step.
6. Confirm managers can see the teams and reports they are accountable for.
7. Document follow-up actions and assign owners for cleanup.

Signals That Need Attention

Signal	Why it matters	Recommended action
Many records without owners	Leads may not be worked.	Assign owners or review import/assignment rules.
Repeated failed messages	Customers may not receive important communication.	Check channel connection, templates, consent, and recipient details.
Users with broad access	Customer data may be visible beyond business need.	Review role and team assignment.
Stale deals or leads	Pipeline and forecast may be unreliable.	Ask owners to update stage, next task, or close reason.
Duplicate contacts	Activity history may be split.	Review merge or cleanup process.

Related Guides

Guide	Description
Communication and Consent	Understand customer preference and channel behavior.
Data Access and Record Hygiene	Keep record ownership, quality, and access clean.
Admin Reports and Analytics	Review admin-level workspace signals.
Integrations	Review sync and channel health.

Troubleshooting

Contact Brixi support when report numbers appear inconsistent with the records you can verify, when a compliance-related export or activity log does not match expected behavior, or when a channel report shows repeated failures after admin setup has been checked.