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Artículos sobre:Reports
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  • 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 lectores
  • Delivery 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. (https://storage.crisp.chat/users/helpdesk/website/-/7/b/c/6/7bc6d974c6b2f800/81680f2c-0d32-450f-9387-d5fPocos lectores
  • List of answers
    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 lectores
  • Scheduled 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 lectores
  • Download 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 lectores
  • Distance 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 lectores
  • Zoning 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: (https://storage.crisp.chat/users/helpdesk/website/-/f/1/2/8/f12891a304232800/5087f985-903d-4351-9848-df2536qle4ef.pPocos lectores
  • Goals by new leads
    You'll find it in the Reports and Goals section, under Goals: Create new leads goals for each of your salespeople:Pocos lectores
  • Payments 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 lectores
  • Client 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 lectores
  • Product 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 lectores
  • See 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 lectores
  • Activity 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: (https://storage.crisp.chat/users/helpdesk/website/-/f/f/c/4/ffc44d0cd604b000/d4849179-28e2-4Pocos lectores

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