Reports
Analyze your team's performance with pre-built reports. Track visits, calls, quote conversion, and sales metrics across customers, salespeople, and time periods.
Accessing Reports
Navigate to Reporting in the hub menu to see all available reports.
Reports are role-based—you'll only see reports relevant to your responsibilities.
Available Reports
Visit Reports
| Report | Description |
|---|---|
| Visits per Customer | Visit counts by customer over time |
| Visits by Salesman | Total visits per salesperson |
| Daily Visits per Salesman | Day-by-day visit breakdown |
| Visits vs Goals by Salesman | Compare actual visits against targets |
Call Reports
| Report | Description |
|---|---|
| Calls Report | Call activity by operator |
| Log of Calls Integration | Detailed call records from phone system |
| Phone Calls per Wholesaler | Call volume by wholesaler (manufacturer view) |
Quote & Order Reports
| Report | Description |
|---|---|
| Quotes per Customer | Quote activity by customer |
| Quotes vs Orders per Customer | Conversion from quotes to orders |
| Quotes vs Orders per User | Operator conversion rates |
Activities Report
| Report | Description |
|---|---|
| Activities 360 Report | Comprehensive activity analysis with form submissions |
Using Reports
Opening a Report
- Go to Reporting
- Click the view icon on any report row
- The report opens with default filters
Reading Results
Reports display data in an interactive table:
- First column — The entity being measured (customer, salesperson, etc.)
- Date columns — Values for each time period
- Total column — Sum across all periods
Click column headers to sort. Use the filter icon in column headers to filter values.
Time Intervals
Reports automatically group data based on your date range:
| Date Range | Grouping |
|---|---|
| Days to weeks | Daily |
| Weeks to months | Weekly |
| Months to quarters | Monthly |
| Quarters to years | Yearly |
Date Range
Every report requires a date range. Click the date field and select start and end dates from the calendar, or use quick shortcuts:
- This week / Last week
- This month / Last month
- This quarter / Last quarter
- This year / Last year
Filtering
Click the filter icon to access report-specific filters.
Common Filters
| Filter | Description |
|---|---|
| Customer | Limit to specific customers |
| Assigned To | Filter by user who performed the activity |
| Salesmen | Filter by salesperson assigned to customers |
| Segment Type / Segment | Filter by customer segment |
| Include Customers Without Visits | Show customers with zero visits |
| Exclude Inactive Customers | Hide inactive customers |
Verification Filters
For visit reports, filter by GPS verification:
| Filter | Description |
|---|---|
| Verify Activity Radius | Only include visits within specified meters of customer |
| Verify Activity Threshold | Only include visits created within specified minutes |
Applying Filters
- Set your desired filters
- Click Search to refresh results
- Click Clear to reset filters
Exporting
Export report data for offline analysis or sharing.
Export Formats
| Format | Best For |
|---|---|
| Excel (.xlsx) | Formatting, charts, further analysis |
| CSV | Data imports, large datasets |
To Export
- Run your report with desired filters
- Click the actions menu
- Select Export Excel or Export CSV
- The file downloads automatically
Exports include all visible data with your applied filters.
Report Categories
Customer-Focused
Reports that analyze data by customer:
- Show each customer as a row
- Track metrics over time periods
- Group branches with customers (optional)
- Filter by segment for targeted analysis
User-Focused
Reports that analyze data by team member:
- Show each user as a row
- Compare performance across the team
- Track against goals where applicable
Organization-Focused
Reports for manufacturer users viewing wholesaler data:
- Aggregate data across connected wholesalers
- Break down by wholesaler or manufacturer branch
- Compare performance across your network