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  • Product activity
    You'll find this in Reports and Goals, in the main menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-07-at-12525kgphcs.png =268xauto) When entering the Product Activity report, you'll be able to implement several filters, such as dates, families, categories, and users:Some readers
  • New prospect objectives
    You'll find it in the Reports section, inside the general catalog: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-18-at-11580136i7he.png =222xauto) Create prospecting objectives for each of your salespeople: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-18-at-120301fr52b5.png =537xauto)Few readers
  • User report
    You can find this report in two ways. One is by going to the Reports menu inside the general catalog: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-18-at-1144019iksxf.png =281xauto) The other is in the User menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-18-at-113955s5klx.pngFew readers
  • Zoning tool
    You can access this report in two ways. Directly in the general catalog, in the Main menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/untitled-design1btm3u5.png =350x450) Or in the Zones menu on the Map option: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-17-at-11522l9ktxw.png =400x350) The zoFew readers
  • Client activity
    (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-07-at-12294143x19z.png =276xauto) After clicking on Client Activity, you'll see that you can viFew readers
  • Activity by zone
    You can find it in Reports and goals: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-08-at-92809179wiky.png =272xauto) Once you've clicked on Activity by area, you'll be able to see the report, where you can filter information by dates and zones: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenFew readers
  • Distance travelled report
    You can find this report in the Reports and goals section: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-31-at-454411tgeuha.png =263xauto) This will show you how much distance each of your users has travelled: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-52135em9kop.png =638xautFew readers
  • Delivery dashboard
    You can find it in the Reports and goals menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-72346g1hhqk.png =221xauto) Just like with other reports, you can filter by date, user and, in this case, by specific deliveries. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03Few readers
  • Payments report
    You can find the Payments Report in Reports and Goals: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-31-at-401162rpr8x.png =190xauto) This will show your payments history in a table: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-31-at-422529n9erz.png =683xauto) In this report, you'll find information about the payment, such as the date, the client, or any additional comments thFew readers
  • Scheduled visits
    You can find this report in the Reports and goals tab by clicking on Scheduled visits: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11-03-at-44850xtt4f0.png =214xauto) This report can be filtered by date and user. After choosing your filters, don't forget to click Update to apply them. (https://storage.crisp.chat/users/helpdesk/website/Few readers
  • See answers by user
    You can find it in Reports and goals, by clicking on See answers by user: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-14-at-105641ntzv93.png =244xauto) You can set filters for the dates you want to see: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-Few readers
  • List of answers
    You'll find it in the Reports and Goals menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-13-at-922391h6wxsv.png =236xauto) You can filter answers by the date they were answered on: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-13-at-929451ceixkt.png =864xauFew readers

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