Reports #
In this section, all reports from various parts of the system are visible and accessible.
Reports
The reports section consists of 5 parts:
- Case Reports
- Lead Reports
- Task Reports
- Sales Reports
- Financial Reports
Case Reports
- Graphical Reports: Chart-based reports of cases with the option to download the report as an image.
- Case List Reports: A list of all registered cases over time, with the option to download the report as an Excel file.
Lead Reports
- Graphical Reports: Chart-based reports of leads with the option to download the report as an image.
- Lead List Reports: A list of all registered leads over time, with the option to download the report as an Excel file.
Task Reports
- Complete Task Reports: A comprehensive report of tasks with advanced search capabilities and the option to download the report as an Excel file.
Sales Reports
- Complete Sales Reports: A list of all sales with advanced search and filtering by users. The report shows the best teams and top sellers, with the option to download the report as an Excel file.
Financial Reports
- Complete Financial Reports: A comprehensive financial report with advanced search options and the ability to download the report as an Excel file. It includes details of the best teams and top sellers.
Filters for Financial Reports:
- All: All financial reports in the system.
- Payment: Financial reports focused on payments.
- Expenses: Financial reports focused on expenses.
A search bar and filters for commissions and other financial data.
