CRM reports

2016-09-01 09:08:29
tengfei
1447
Last edited by Renee on 2018-12-05 16:29:24

Zdoo can generate basic reports of orders, contracts, and customers so to give you a better understanding of your orders, contracts, and customers.


1. Reports on orders

Go to Order->Report and check the type of report you want to generate in Zdoo, such as by the number and the amount of money of "Product", "Product line", "Status", "Assigned to", "created by", etc. Click Generate and you will see the report in the right column of the page.



2. Reports on contracts 

Zdoo can generate reports of contracts, such as by the number and the amount of money of "Contract status", "Delivery", "Payment", "Assigned to", "created by", etc.

3. Reports on customers

Zdoo can generate reports of customers, such as by "Assigned to", "status", "level", "size",etc.

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