Generate Reports

Gain valuable insight into the most important aspects of your business: sales, expenses, leads and relationships. Build reports in a few clicks, schedule alerts, and stay in the loop.


Sales:

Get complete insight of your sales including invoice, payment, proposal, estimate etc. Get customer reports in few clicks. Do an aging analysis of your sales. Export your report in form of CSV, Excel & PDF.


Expense:

Generate report of your expenses categorized by status, year, month, day etc. Generate comparison chart for expense categories, type etc. Also generate income vs expense chart easily.


Leads:

Generate leads report by category, group, source conversion etc. Get timely analysis of your lead conversion. Generate staff report on leads.


Knowledge Base:

Get complete insight of your Knowledge Base article by customer group.