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Reports

Export visits, travel plans, requests, orders, expenses and stock to Excel, for a named period and for everyone or one person.

Who uses itAdministrators
Where to find itAdmin → Reports/admin/reports
Available onWeb portal

Reports turns the field registers into Excel workbooks. Pick a period and, if you want one person's work, an employee, then export the register you need or all of them in one file.

For the books, such as profit and loss, the balance sheet or ageing, use Reports in Accounts instead.

Export a report

Pick the period

Select This week, Last week, This month, Last month or Custom range. The page opens on This month. For a custom range, fill in From and To.

Pick whose work

Under Employee, leave Everyone, or choose one person. The list shows active people only, each with their role.

Export

Select Export .xlsx on the card you want. The file downloads, named after the report and the dates it covers.

Weeks run Monday to Sunday. The period is worked out on India's calendar when you export, so every administrator's "last week" is the same seven days.

The reports

CardWhat's in itWhich date the period applies to
Everything, one workbookVisits, travel plans, requests, orders, expenses and stock balances, a tab each.Each tab's own date, as below.
VisitsEvery logged visit with school, person met and manager comments.The visit date.
Travel plansEach planned day with travel type, city, spend and whether proof was attached.The day's date.
RequestsStock, sampling and workshop requests with their statuses.The date the request was raised.
OrdersSchool orders with discount, dispatch details and invoice numbers.The order date.
ExpensesEvery claim line, daily and on travel plans, with its proof and whether it has been paid.The claim's date.
Stock balancesSpecimen stock on hand per executive per title.None: it is always today's balance.

When you choose one employee, each report keeps their own work: the visits they logged, the requests they raised, the orders they raised, the claims they filed and the stock they hold.

Columns

Good to know

  • Times are India's. Columns such as Created and Invoiced at show the time in India, so something done just after midnight lands on the right day.
  • A custom range can be open-ended. Leave From or To blank and the range has no limit at that end.
  • Stock balances ignores the period. It is what each rep holds right now. For the warehouse shelf, see Stock.
  • For a manager and everyone under them, open the Employee report, choose the manager, select Whole team, and export from there.
Employee reportOne person's or one team's period on screen.Accounts reportsProfit and loss, the balance sheet, ageing and more.DashboardCompany-wide figures at a glance.

Last updated on

Dashboard

See the whole company's schools, visits, requests, stock and spend at a glance, with shortcuts to every register.

Executives

Add everyone who signs in, give them the right role and manager, send their login invite, and switch them off when they leave.

On this page

Export a reportPick the periodPick whose workExportThe reportsColumnsGood to knowRelated