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Reports module

Reports module

Introduction

In the Reports module, you will find tools for maintaining and improving your company's overall efficiency. Here you can:

  • create and review reports concerning different aspects of your work

  • monitor client feedback

  • keep track of the cash flow.


Business Reports tab

In this tab, you can generate reports with predefined settings and create new ones. The number of predefined reports depends on the features available in your XTRF Plan.

  • Click on the View drop-down list to select another view or create a new one.

  • Click the Import from File button to upload an XML file with report data from your local machine.

  • Use the filters on top of the list to narrow it down.

  • To add a report, click the Add Report button. For details, see the Create a report guide.

  • To open the settings of the selected report, click on its name in the table.

  • To open the report settings in the edit mode, click the icon in the right column.

  • To generate a report, click the icons in the right column:

    • icon to display the data in a chart

    • icon to display the data in a table

    • icon to display the data in a printer-friendly format

    • icon to download the data in a CSV file.

  • To display additional actions, select one or several checkboxes in the left column: