List of related questions and answers «Reports and analytics»
Additional question on the report
https://crm-onebox.com/ru/support/reports-and-analytics/7346-dorabotka-bloka-otc... - there was such a consultati...
Refinement of the block of reports: Table of contacts
In such a table https://prnt.sc/107kqfy , additional logic is needed 1) Add a column - Maximum sales per month: We look at the client by the date o...
Call by processes with a filter by the date of creation of a contact
Good afternoon. Chi is the ability to induce Call by processes with a filter by the date of creation of a contact? There is no such possibility in ...
Amount in sales reports
Good afternoon! what could be the reason that in sales reports with 1 of the same filters on different days it shows a different amount? We need to...
Report: Balance forecast and purchase calculation. How does he work?
Good afternoon. Where does the value of the column Forecast balance come from and how is it used to calculate the recommended order?
dashboard block
Hello. Please rate the revision, in the dashboard block Table of total payments and the number of processes in the specified statuses in the Paymen...
Report on the number and amount of processes that passed a certain process status
Good afternoon. Tell me what is the best report you can use to see the amount and number of processes that were in a certain status for a certain p...
Report on completed fields
Good afternoon. Forming a BP for a customer satisfaction survey. An automatic start of the process is planned, depending on a number of factors, an...
Evaluate report development
Client's goal: To make 2 reports on Sales by managers and Sales by Products and categories about his TK It is considered to take the tables of ...
Incorrect data in the Process Steps Event Statistics report
Good afternoon! The Process Stages Event Statistics report displays incorrect data on the number of incoming and outgoing emails, showing the same ...
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