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Weekly Report

Instructions for sending weekly reports for sales staff.

Guide Content​

Data Entry Screen for Salesman Reports​

1. How to Access the Report Creation Screen​

Illustration of accessing the report creation screen

  • Step 1: Click on the company logo at the top left corner of the screen to open the list of modules.
  • Step 2: In the User section, select CRM.
  • Step 3: On the toolbar, select Report.

The report section consists of 2 main screens:

  • Summary screen (Report) (by each sales team, office, ... as set up from the system).
  • Data entry screen for each salesman (Weekly Input)

Illustration of function buttons on the report screen

By default, the software opens the current weekly report data entry screen (Weekly Input), which includes 3 sections:

  1. Customer Lead Report: Report on potential customers.
  2. Customer Report: Report on current customers.
  3. Market Information Report: Report on market information.

2. Instructions for Operations on the Report Screen​

On each report screen, you will see the following function buttons:

Illustration of function buttons on the report screen

  • Add: Add a new row to the report.
  • Del: Delete the selected report row.
  • XLSX Export: Export data to an Excel file.

Illustration of additional function buttons on the report screen

  • Report: Send the report via email.

  • Upload: Upload data from an Excel file in the specified format.

    Link to download upload template

  • Save Changes: Save changes on the screen.

Summary Screen of Report Data by Group, Office​

Illustration of the summary screen of report data