Creating Distinct Reports

With the help of the Agentcis Reports feature, you can generate any specific report you require and export it in CSV. This can be achieved by using different filters and combinations of these filters to generate the exact infomation that you are looking for.

You can find 7 categories of Reports in Agentcis.

1. Client Reports ( contains leads, prospect and client general infromation data).

2. Application Report ( contains all client's application data)

3. Client by Application Report ( contains all client's general infromation data eith application filters)

4. Invoice Report (contains all created invoices data)

5. Office Check-In Report ( contains all created Office Check-In data)

6. Sales Forecast ( contains all the Revenue forecast data coming from each applicartion and interested services.

   1. Application Sales Forecast Report

   2. Interested Services Sales Forecasdt Report

7. Tasks Report (contains divided into 2 sub reports - Personal and Office)

   1. Personal Task Report shows all the tasks assigned to a particular user.

   2. Office Task Report shows all the tasks of all team members of a branch office.