When to use
Use the reports when you need a document for a results meeting, for the board or for analysis in a spreadsheet. To follow the day-to-day on screen, use the Dashboard.Generate a report
1
Open the Report Center
In the menu, Reports group, click Report Center.
2
Choose the report
In the Report field, select the one you want to generate. If you only have access to one report, it comes already selected.
3
Adjust the filters
Each report has its own filters, usually Start date and End date.
4
Generate or export
Use one of the buttons at the bottom of the form (see below).
Send by email
In Send by email, fill in:To send by email you need an active SMTP integration. Without it, the field warns that you need to configure one. The sending is done in the background; you get the notice “Report generation has started and will be sent to your email”.
Available reports
The Center may show other reports, depending on the account’s plan and permissions, such as customers, legal processes, signatures, vehicle stock, financial, inventory, tax and accounting. What you do not have access to does not appear in the list.
In addition to the reports, the Credit Consumption item, in the same menu group, shows AI credit usage. See AI credit consumption.
Useful cross-checks
See also
Dashboard
Indicators on screen, without generating a file.
Chat Report
Service by agent and channel.
Lead Report
Sales funnel performance.
Scheduling Report
Events by status and integration.
Report catalog
Get to know all the reports and their filters.