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Articles on: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 you'Few readers
  • 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/-/6Few readers
  • 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/-/c/a/6/a/ca6add75171a0000/9dd79781-d41c-Few readers
  • Sales effectiveness per visit by amount
    That's why we've implemented a feature to help you maximize the sales effectiveness per visit, a feature that lets you control the minimum sales per visit. Companies are constantly looking to optimize their processes and ensure that each visit their sales staff makes a difference. By establishing a minimum amount per visit, you can evaluate whetheFew readers
  • Print route summary in the mobile app
    To print this summary, first you need to: Have an open route Not have any pending activity to be sent to the web portal To print, go to the app's Products tab. Then, if you have an open route, in the bottom-right corner, you'll find the "Print" button. This printed ticket includes a sumFew readers
  • 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/-/c/c/5/1/cc518a41e4ecd800/a3e72e93-79d9-46a1-Few readers
  • My new clients
    You'll find this report in the Reports and Goals section of the main menu: You can filter this report by date range or by zone: (https://storage.crisp.chat/users/helpdesk/website/-/2/e/d/a/2eda2a732c297200/f033b47c-5109-4a6b-b252-3f8f331cz01Few readers
  • 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/-/a/3/5/c/a35c4346ff42c000/5140cd10-0106-456f-8a08-340Few readers
  • 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:Few readers
  • 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 seFew readers
  • 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: (httpFew readers
  • 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/-/1/0/4/7/1047048c296f4600/58d71443-71b0-4506-86e6-194338z9az6w.pnFew readers
  • 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 miFew readers
  • 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/weFew readers
  • 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 filteFew readers
  • 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 byFew readers

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