> ## Documentation Index
> Fetch the complete documentation index at: https://docs.capinex.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit Reports

> Open the Capinex CRM dashboard in a new browser tab. Browse and export bureau reports.

Credit Reports is the newest item in your sidebar. It opens the **Capinex CRM dashboard** (a separate web app at `dev.capinex.in`) in a new browser tab. The CRM has a much richer view of bureau reports — searchable, filterable, with exports.

You don't need a separate password. The Capinex Finance app signs you in automatically.

## When to use Credit Reports

Use the Credit Reports CRM when you need to:

* Search across **all** bureau reports (not just one customer)
* Filter by score range, date, PAN, mobile, name
* Export results to Excel
* See enriched data: CAPS history, loan summaries, enquiries

For one specific customer, use [CIBIL Report](/features/cibil-report) inside the main app instead.

## How to open it

<Steps>
  <Step title="Tap 'Credit Reports' in the sidebar">
    The label has a small **NEW** badge and a gold shimmer animation.
  </Step>

  <Step title="A page opens with a button: 'Open Credit Reports'">
    The page tries to launch automatically the first time. If your browser blocks the popup, tap the button manually.
  </Step>

  <Step title="A new browser tab opens at dev.capinex.in">
    The CRM signs you in using your Capinex login. No password screen.
  </Step>

  <Step title="You land on the Bureau Reports table">
    1,000+ records, paginated.
  </Step>
</Steps>

<Tip>
  The tab opens in a brand-new browser window. You can keep both Capinex Finance and Credit Reports open side by side.
</Tip>

## What you can do in the CRM

<CardGroup cols={2}>
  <Card title="Browse" icon="table">
    Scroll through every bureau report your team has ever pulled. Sort by score, date, name.
  </Card>

  <Card title="Filter" icon="filter">
    Use the filter sidebar — date range, score range, PAN, mobile, customer name, loan type.
  </Card>

  <Card title="View one report" icon="file-magnifying-glass">
    Tap any row to see the full bureau detail — accounts, enquiries, CAPS, summary.
  </Card>

  <Card title="Export" icon="file-excel">
    Tap **Export Excel** to download the current results as a spreadsheet (Admins and Super Admins only).
  </Card>
</CardGroup>

## What different roles can do

| Role            | Browse | Filter | View detail | Export Excel |
| --------------- | ------ | ------ | ----------- | ------------ |
| **User**        | ✅      | ✅      | ✅           | ❌            |
| **Admin**       | ✅      | ✅      | ✅           | ✅            |
| **Super Admin** | ✅      | ✅      | ✅           | ✅            |

If you're a "User" role, the **Export Excel** button doesn't appear in your view.

## Sign out of the CRM

<Steps>
  <Step title="In the CRM browser tab, click your name (top right)" />

  <Step title="Click 'Sign out'">
    The CRM tab shuts your session and redirects to a "Please launch from the Capinex app" message.
  </Step>
</Steps>

<Note>
  Signing out of the **Capinex Finance** app (in the main sidebar's Sign Out) **also signs you out of the Credit Reports CRM tab**. They're linked.
</Note>

## Common things people ask

<AccordionGroup>
  <Accordion title="The browser blocked the popup.">
    The first launch opens a new tab. Some browsers block this on the first try. Click the **Open Credit Reports** button manually instead — that always works.
  </Accordion>

  <Accordion title="The CRM tab shows 'Session expired. Please relaunch from the Capinex app.'">
    Sessions last 24 hours. Go back to Capinex Finance, tap Credit Reports, and a fresh CRM tab opens.
  </Accordion>

  <Accordion title="I see 'Access denied' or 403.">
    Your account has 'allow\_access' switched off in Access Control. Ask a Super Admin to turn it on.
  </Accordion>

  <Accordion title="Why can't I export?">
    Only Admin and Super Admin roles can export. Ask a Super Admin to upgrade your role if you need this.
  </Accordion>

  <Accordion title="The CRM looks different from the main app.">
    That's normal — it's a separate dashboard built specifically for browsing bureau data. Same login, different interface.
  </Accordion>
</AccordionGroup>