Which reports are there?
Reports → Report catalogue lists every report you may run. Each one downloads as Excel or PDF, and can be emailed on a schedule.
Each row has Excel and PDF, and Schedule for people who may email reports on a schedule (see Email schedules). The report uses the date range and criteria in the range bar (see Date range and criteria); each report starts on its own usual range.
| Report | Usual range | Shows for |
|---|---|---|
| Weekly dashboard | Last week | Everyone who sees reports |
| Gap analysis | This month | Everyone who sees reports. Also opens as a screen: Gap analysis |
| Risk radar | This month | Everyone who sees reports. Also opens as a screen: Risk radar |
| Overall report | Last month | Everyone who sees reports |
| Coverage & frequency | Everyone who sees reports | |
| Daily call report | Today | People who see the team's calls |
| Product detailing | Everyone who sees reports | |
| Sample & item register | When Gift products & samples is on | |
| Stock ledger | People who manage stock | |
| Leave & attendance | Everyone who sees reports | |
| Activity ROI | When Activities is on | |
| Annual disclosure | The year | Pakistan companies. Also a screen: Annual disclosure |
Everything in a report is limited to the people your role sees. See Roles and data scope.