Articles on: Reports

User report

This is a general report to get all information on one or several users, like visits, total sales, etc.

You can find this report in two ways. One is by going to the Reports menu inside the general catalog:

The other is in the User menu:

Once you're in the report, you'll be able to sort by dates, types of users, and zones.

Don't forget to click Update so you can see all the data.

To learn more about schedule compliance, please read this article:

There are 3 important templates that you can download on this screen:

Total: General numbers that belong to the user during the established dates. This will show the total amount of orders placed.👇🏼

Orders + Deliveries: total sum of presales, sales, and deliveries.

Presales: Total presales in the amount of money.

Sales: Total sales in the amount of money.

Deliveries: Total deliveries in the amount of money.

Amount of units: Number of product units sold, presold, and/or delivered. This will show a column per active unit in the company.

Details by day: You'll download specific information on each day corresponding to the dates you set. For example, if you filter by one week, you'll see one row for each day the user performed their activities.

All visits: You'll download all programmed and not-programmed visits that the user carried out, one for each row.

Reach out in the chat if you have any questions! 😎

Updated on: 10/31/2025

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