The reports section is an extremely versatile and useful tool that lets you generate a report f whatever information you desire. The reports option on the main menu will allow users to create their reports. Managers can view their teams progress, and salespersons can easily produce summaries of their work at the click of a button

There are a few pre-set reports to help you get started, however by using the ‘New Report’ option you can produce a report that caters specifically to your needs.


To better understand how to generate reports click here.