Reports

Good afternoon! At the moment there is no training video on reports. Please specify which topic/report you are interested in and make a lesson. The topic of reports is too big and it will be a series of lessons

Interested in the topic of creating a profit report with the derivation of charts in it. At the moment, all attempts to construct such a report fail miserably. Incomprehensible cost amounts are pulled into the report and, as a result, an incorrect analysis of the results is generated. Question: is it possible to integrate charts and graphs into a regular sales report and profit report, which allow, among other things, to compare one period with another? This is very important and much needed. If not, how can it be implemented? Describe the procedure for constructing such a report, please.

[quote] Dimov Denis Mikhailovich Client wrote: Interested in the topic of creating a profit report with the derivation of charts in it. At the moment, all attempts to construct such a report fail miserably. Incomprehensible cost amounts are pulled into the report and, as a result, an incorrect analysis of the results is generated. Question: is it possible to integrate charts and graphs into a regular sales report and profit report, which allow, among other things, to compare one period with another? This is very important and much needed. If not, how can it be implemented? Describe the procedure for constructing such a report, please. [/quote] if you need to design a report, then you need to order it from integrators

These guys are great at figuring out how to set up reports: https://crm-onebox.com/integrator/shebo/ https://crm-onebox.com/integrator/kts/

Do I understand correctly: it is impossible to assemble a report on your own from the modules proposed in the Reports section except to get into the code?

[quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: [quote] Do I understand correctly: it is impossible to assemble a report on your own from the modules proposed in the Reports section except to get into the code? [/quote] Even though I'm the CEO of OneBox and should know how reports work in OneBox, I really don't. Reports were made without me. Usually reports are a very very individual thing for each user. Yes, we have a report builder, but from my point of view, it is still far from ideal. If I need some kind of report, then I myself run to order it from integrators. Because it's easier. It's easier to pay a little money and get the right report than to figure out a bunch of nuances of how it works. Therefore, I recommend choosing an integrator. Or option 2: create a new topic on the forum and describe what kind of report you want to receive, what exactly does not work out for you. And you will quickly receive several answers and / or suggestions from integrators. [/quote] Last night I wrote to one of the integrators you suggested - Shebo. Haven't received an answer yet. I will write today to the second - KTS At the same time, as a CEO of a business, you probably understand as well as I do: in order to effectively delegate a cluster of work, you first need to master it at a basic level on your own. From here the question arose. Moreover, the functionality of your CPM is much wider than most others, and this provides a large base for tracking certain metrics.

[quote] At the same time, as a CEO of a business, you probably understand as well as I do: in order to effectively delegate a cluster of work, you first need to master it at a basic level on your own. [/quote] Yes, I understand. We will try to take into account your wishes and roll out a series of video tutorials on reports in the future.

Good afternoon, Denis! I am a representative of the Shebo company, can you clarify where exactly you addressed the request? Since there are no requests from you in the mail. Thanks

[quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: These guys are great at figuring out how to set up reports: https://crm-onebox.com/integrator/shebo/ https://crm-onebox.com/integrator/kts/ [/quote] Shebo - customer focus is below the plinth)))

[quote] Dimov Denis Mikhailovich Client wrote: [quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: These guys are great at figuring out how to set up reports: https://crm-onebox.com/integrator/shebo/ https://crm-onebox.com/integrator/kts/ [/quote] Shebo - customer focus is below the plinth))) [/quote] Good afternoon, Denis! I am a representative of the Shebo company, can you clarify why you think so? If immediately after leaving your application, our sales manager Artem Vonarkh contacted you and offered you several types of services to solve the problem?

[quote] Dimov Denis Mikhailovich Client wrote: [quote] Miroshnichenko Maxim Alexandrovich OneBox CEO wrote: These guys are great at figuring out how to set up reports: https://crm-onebox.com/integrator/shebo/ https://crm-onebox.com/integrator/kts/ [/quote] Shebo - customer focus is below the plinth))) [/quote] Denis, I personally phoned the manager and received a quite adequate answer, namely that the service that was offered to you did not fit the price, so I would not conclude that we have a client-oriented approach below the baseboard. There is a service, there is its price, if it is not suitable for someone - we do not force you to purchase it. Thanks

Still, ask your manager more meaningfully, did he call the client in my person at the agreed time? ))) https://prnt.sc/vsto0h Please do not demonstrate obstinacy in a matter where the client's rightness is obvious! After all, you can set me up from a neutral to a negative attitude, and I will consider it my duty to speak about your company at every opportunity in accordance with the experience gained from the interaction. Thank you for understanding.

[quote] Dimov Denis Mikhailovich Client wrote: Still, ask your manager more meaningfully, did he call the client in my person at the agreed time? ))) https://prnt.sc/vsto0h Please do not demonstrate obstinacy in a matter where the client's rightness is obvious! After all, you can set me up from a neutral to a negative attitude, and I will consider it my duty to speak about your company at every opportunity in accordance with the experience gained from the interaction. Thank you for understanding. [/quote] Good evening, Denis! I want to clarify the situation a bit regarding this discussion, I am not the manager of the Shebo integrators team, I am a partner of OneBox. I sent you an offer from the Shebo team initially after our conversation, and you answered that this service is expensive for you. I started talking to other integrators who have cheaper services compared to Shebo. And I received a response from two integrators, they are now loading on projects and they cannot take your project to work. KTS answered they are busy and I can’t hold a working group they will be able to do not earlier than in 1.5 weeks [file]1250[/file] , another integrator Igor Susyak also answered [file]1251[/file] I dialed you twice, on this day you did not pick up the screen from the phone attached. My mistake is that I did not write to you in Viber, for this I apologize. If this question is relevant for you, I can clarify if the integrators are free or they are. And write the answer in this discussion. [file]1249[/file]

Understood. Thanks to. I would appreciate an update.

I support the author of the topic. Lots of reports. How do they work? Where is the data taken from? How to set them up? My income statement draws numbers ten times more than if I collect all my expenses and add them up with all receipts. Your integrators are, of course, cool. But, in order to be able to set an adequate task for them (to form a TOR), you need to have answers to the questions I have voiced. And indeed, ever since. your documentation is clearly a failure! Some of them are already outdated, a huge part never existed at all. We are like blind kittens dealing with your miracle program instead of making money.