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CRM Reports

CRM reports contains details about all the different types of reports found under the CRM module. Before you view these reports make sure you know how to use reports in general by clicking here.

Contents

Checklist

Solution                    - Lists all the solutions that you have saved from the solution master screen. Information like the description, code and name can be viewed. Problem Report  - It is used to view all the saved problems, categories, codes and related details from problem screen. Party Product       - A comprehensive report containing information retrieved from party product. Party's information like address, contact and the product's invoice along with supplier can be known. Work  

Activity

Activity Register    - Activity register report lists all the activity for the required date along with information such as duration, hours planned and percentage completed. Task Completion  - Task completion report has information on completed tasks such as hours taken to complete, vital percentages regarding movement and planning related information. Work Activity         -  Work activity gets information on a task's status with respect to hours planned, pending reason, requested by and related information. Work Completion - To check on work status on completion basis, this report is useful. Movement in work along with open and closed task statuses can be analyzed. Task Summary      -  Brief details regarding task completion can be acquired using this report where information on duration for task, planned hours and open/close tasks are some of the values displayed.   

Call

Call History            -  Get details of history of calls using filters to define your exact requirement from the call registration screen. Detailed information on party, address, problem, costs, product, etc., is displayed. Call Registration  - Information on registered calls can be viewed, retrieved from Call registration screen. Priority of the call, tracker, problem, nature, etc. can be viewed here. Call Summary        - This can be customized for specific analysis with the View option (see reports), E.g. Region wise summary, problem nature wise and others. See this report for a brief analysis of the registered calls. Call Aging Detail   - View calls (not closed) based on the age of the calls to help you prioritize calls that are pending, not allotted and of similar statuses. Aging Summary     - In order to view a summary of Call aging reports, you can use this report. Details of the call along with their as defined by your setting. E.g. View reports of calls with 15 - 45 days, 45 - 70 days, etc.   Task  

Revisions

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