Reports and scheduled reports

Monthly, quarterly, annual and seller reports on deals, plus automatic delivery of reports to email and channels at a set time.

In the “Reports” section, sales results from deals are summarized for different periods. On the “Scheduled emails” tab, you can set up automatic delivery of a selected report to management or your team.

Viewing reports

Open the “Reports” section from the menu.

On the “General” tab, see the total number of customers, the amount won, and the deals won and lost.

Open the “Monthly” or “Quarterly” tab and select the year from the “Select year:” list.

On the “Yearly” tab, see figures by year; on the “Sellers” tab, see the number of deals, won, lost and total amount for each seller.

Report charts

The “Overview” tab shows sales dynamics for the last 12 months (total and won amount) and a donut chart of deals by status.

The “Monthly” tab shows amount columns for each month of the selected year, a deal-count line (right axis) and a new-customers chart.

The “Quarterly” tab shows won and lost deals as columns, the total amount as a line, and each quarter’s share of the amount as a pie chart.

The “Yearly” tab shows the dynamics by year; the “Sales reps” tab shows reps by amount and by won / open / lost deals.

The tables stay below the charts as before — use them for exact figures and for Excel.

Creating a scheduled report

Open the “Scheduled emails” tab and click “+ New schedule”.

Select the type from the “Report” list, for example “Activity summary”, “Financial report”, “Sales and revenue” or “Debt aging (overdue buckets)”.

Select the “Frequency”: “Every day”, “Every week” (then “Day of the week”) or “Every month” (then “Day of month”), and set the “Time (Baku)”.

Enter email addresses in the “Recipients (comma or new line separated)” field. If notification channels are set up, tick a channel under “Also send to channels (Colink etc.)”.

If needed, enter a “Name (optional)”, check how the report looks with “👁 Preview”, and click “Save”.

Managing plans

In the list, preview a report with the 👁 button, or send it immediately with the 📤 button.

Use the checkbox in the “Active” column to temporarily turn a plan off or on.

Edit a plan with the pencil icon, or delete it with the trash icon.

In the “Last sent” column, see when the report was last sent and any error message.

Rules

A daily report covers the previous day, a weekly report the last 7 days, and a monthly report the previous month.

If 31 is selected as the day of the month, in shorter months the report is sent on the last day of the month.

Times are calculated in Baku time.

Scheduled reports are available on the Standard, Business and Enterprise plans.

If the email integration is not connected, reports are not sent by email; in this case, a warning appears on the screen.

A recipient email or channel must be specified. If no name is entered, the report type and frequency are used as the name.

Creating, editing and deleting plans requires the corresponding permission for the Reports section.

For example, set up a plan that sends the “Activity summary” report to the director every Monday at 09:00 — so management starts the week with up-to-date information.