User report
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 yoPocos lectoresDelivery dashboard
You can find it in the Reports and goals menu:
Just like with other reports, you can filter by date, user and, in this case, by specific deliveries.
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You'll find it in the Reports and Goals menu:
You can filter answers by the date they were answered on:
You can filter byPocos lectoresScheduled visits
You can find this report in the Reports and goals tab by clicking on Scheduled visits:
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/-/Pocos lectoresDownload inventories by client
From the web portal, you'll need to click on Reports and goals, then select Download Inventories by client:
This screen will show you your client's inventories and how much they have of each of your products:
(https://storage.crisp.chat/users/helpdesk/wePocos lectoresDistance travelled report
You can find this report in the Reports and goals section:
This will show you how much distance each of your users has travelled:
You can filtePocos lectoresZoning tool
You can access this report in two ways. Directly in the general catalog, in the Main menu:
Or in the Zones menu on the Map option:
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You'll find it in the Reports and Goals section, under Goals:
Create new leads goals for each of your salespeople:Pocos lectoresPayments report
You can find the Payments Report in Reports and Goals:
This will show your payments history in a table:
In this report, you'll find information about the payment, such as the date, the client, or any additional comments the salesperson migPocos lectoresClient activity
You can find this report in Reports and Goals:
After clicking on Client Activity, you'll see that you can view this report using sePocos lectoresProduct activity
You'll find this in Reports and Goals, in the main menu:
When entering the Product Activity report, you'll be able to implement several filters, such as dates, families, categories, and users:
(httpPocos lectoresSee answers by user
You can find it in Reports and goals, by clicking on See answers by user:
You can set filters for the dates you want to see:
(https://storage.crisp.chat/users/helpdesk/website/-/2/f/5/c/2f5c3f6c429ed400/cd2026d4-a650-4680-Pocos lectoresActivity by zone
You can find it in Reports and goals:
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:
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