Activity by zone
The Activity by zone report can help you identify data and metrics on each of your designated zones.
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/-/7/7/9/6/7796d1c91a4dbc00/b0fa705e-81f5-4Some readersSee answers by user
This report will help you measure the number of forms each user has answered and the time they spend with their clients.
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/-/f/9/d/7/f9d79a2f59903800/cebf2193-bf84-4d85-Some readersZoning tool
The zoning tool allows you to view clients and prospects on the map according to their zones.
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/-/4/4/3/5/44359a5ea08e4000/3a4850e4-f25c-445b-a87b-290c3d_17ogdoj.pSome readersDownload inventories by client
In this article, we'll go over how to keep track of how much of each product your clients have.
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/weSome readersMy new clients
The New Clients report lets you view new clients on a map or in a table, filtered by a selected date range.
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/-/a/2/f/3/a2f3b25681e80800/f0e57c16-a191-4a07-a6ed-222bd5_qh47hpFew readersUser report
This is a general report to get all information on one or several users, like visits, total sales, etc.
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 yoFew readersDistance travelled report
Handy can show you the distance travelled by each salesperson over a certain period of time.
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 filtFew readersGoals by new leads
In this report, you can establish lead objectives and goals for each salesperson.
You'll find it in the Reports and Goals section, under Goals:
Create new leads goals for each of your salespeople:
For example: if Marcus has to find 5 new leFew readersPayments 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 mighFew readersPrint route summary in the mobile app
Handy lets you print a summary of route activity from 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 suFew readersClient activity
The client activity report can help you identify if any of your clients aren't being assisted, if they haven't been visited, or have no orders or forms. We recommend that you keep track of your clients to avoid losing them.
You can find this report in Reports and Goals:
After clicking on Client Activity, you'll see that you can view this report using sFew readersDelivery dashboard
The delivery dashboard gives you information about deliveries, such as summaries, totals, and map data.
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.
