• Download inventories by client

  From the web portal, you'll need to click on Reports and goals, then select Download Inventories by client: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-11014zf0oqx.png =306xauto) This screen will show you your client's inventories and how much they have of each of your products: (https://storage.crisp.chat/users/helpdesk/websiPopular

• List of answers

  You'll find it in the Reports and Goals menu: (https://storage.crisp.chat/users/helpdesk/website/-/7/0/0/d/700d132b13ea4400/61e8e641-3d02-42ab-96cf-7688901w910t7.png =256xauto) You can filter answers by the date they were answered on: (https://storage.crisp.chat/users/helpdesk/website/-/3/3/5/0/335012ac95eb0400/8826e2cc-fa68-4358-b9ba-92da98p6jlkn.png =908xautoFew readers

• Scheduled visits

  You can find this report in the *Reports and goals *tab by clicking on Scheduled visits: (https://storage.crisp.chat/users/helpdesk/website/-/5/8/3/c/583caa5dc9e79400/dddef6b2-68ab-485c-9d61-5b14f3ue1ac0.png =262xauto) This report can be filtered by date and user. After choosing your filters, don't forget to click Update to apply them. (https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• Print route summary in the mobile app

  To print this summary, first you need to: Have an open route Not have any pending activity to be sent to the web portal To print, go to the app's Products tab. Then, if you have an open route, in the bottom-right corner, you'll find the "Print" button. (https://storage.crisp.chat/users/helpdesk/website/-/8/4/3/c/843ce3a3e7e2b800/cc7eaafe-b6e7-4dee-a966-a6db071wczibo.png =299xauto) This printed ticket includes aFew readers

• User report

  You can find this report in two ways. One is by going to the Reports and goals menu inside the main menu: (https://storage.crisp.chat/users/helpdesk/website/-/4/c/e/e/4ceea6d613d3ac00/f733fc38-aa58-4fd4-9cde-db6e951onqls5.png =273xauto) The other is in the User menu: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-1111411Few readers

• Goals by new leads

  You'll find it in the Reports and Goals section, under Goals: (https://storage.crisp.chat/users/helpdesk/website/-/a/2/9/8/a298560812e22000/72605ad6-d378-4df6-9009-5259cdmy4nof.png =230xauto) Create new leads goals for each of your salespeople: (https://storage.crisp.chat/users/helpdesk/website/-/e/8/8/0/e880dfbad8d2c800/56906679-585e-4239-a7e3-14cbc61wo4rt8.png =749xauto)Few readers

• Sales effectiveness per visit by amount

  That's why we've implemented a feature to help you maximize the sales effectiveness per visit, a feature that lets you control the minimum sales per visit. Companies are constantly looking to optimize their processes and ensure that each visit their sales staff makes a difference. By establishing a minimum amount per visit, you can evaluate whetheFew readers

• Product activity

  You'll find this in Reports and Goals, in the main menu: (https://storage.crisp.chat/users/helpdesk/website/-/b/6/e/d/b6ed35d10ae61000/f70fb313-765f-4465-b87e-bd183c1ebtb9f.png =267xauto) When entering the Product Activity report, you'll be able to implement several filters, such as dates, families, categories, and users: !Few readers

• Payments report

  You can find the Payments Report in Reports and Goals: (https://storage.crisp.chat/users/helpdesk/website/-/6/f/a/d/6fad8c9c0bec4c00/143f47ac-5236-44de-a5fe-af00461m2wq0v.png =271xauto) This will show your payments history in a table: (https://storage.crisp.chat/users/helpdesk/website/-/6/4/8/7/6487b30aa1e67000/72a6a8ae-43e6-4c98-98cf-2e013746tqrx.png =772xauto) In this report, you'll find information about the payment, such as the date, the client, or any additional comments the sFew readers

• Activity by zone

  You can find it in Reports and goals: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-103801yvet9h.png =233xauto) Once you've clicked on Activity by zone, you'll be able to see the report, where you can filter information by dates and zones: (https://storage.crisp.chat/users/helpdesk/website/-/b/9/9/3/b993bb3fb830f000/541b432Few readers

• Client activity

  You can find this report in Reports and Goals: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-10435a266pv.png =278xauto) After clicking on Client Activity, you'll see that you can view this report using severaFew readers

• Zoning tool

  You can access this report in two ways. Directly in the general catalog, in the Main menu: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-105441fk13qy.png =300xauto) Or in the Zones menu on the Map option: (https://storage.crisp.chat/users/helpdesk/website/-/6/c/3/2/6c328b01a17a7400/f0ab50c5-80cb-41c4-947f-2c39d2oquw7b.png =377xFew readers

• My new clients

  You'll find this report in the Reports and Goals section of the main menu: (https://storage.crisp.chat/users/helpdesk/website/-/6/e/6/8/6e6840a37a951000/a3931b2a-023e-41ce-a052-dd4fd6gj76fk.png =270xauto) You can filter this report by date range or by zone: (https://storage.crisp.chat/users/helpdesk/website/-/e/a/6/d/ea6d7699e92c8800/411f9286-d00c-48ca-a373-e1bfe31ceh2lj.pnFew readers

• See answers by user

  You can find it in Reports and goals, by clicking on See answers by user: (https://storage.crisp.chat/users/helpdesk/website/-/1/f/c/a/1fcac57f26c4a400/bdf03217-0e8d-4baf-a17e-d693d817arbdw.png =310xauto) You can set filters for the dates you want to see: (https://storage.crisp.chat/users/helpdesk/website/-/2/9/7/8/2978cac3bd170c00/3c19fa20-54cf-45bb-85b6-61Few readers

• Distance travelled report

  You can find this report in the Reports and goals section: (https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-11155ftg5n.png =264xauto) This will show you how much distance each of your users has travelled: (https://storage.crisp.chat/users/helpdesk/website/-/2/9/6/3/296396041d666c00/ccfc147c-8966-43fa-987b-de5cef17ixkb5.png =792xauto)Few readers

• Delivery dashboard

  You can find it in the Reports and goals menu: (https://storage.crisp.chat/users/helpdesk/website/-/d/9/5/2/d95299e3b26c0000/e3c0c266-e872-43ca-8d7c-b5e001afscyx.png =266xauto) Just like with other reports, you can filter by date, user and, in this case, by specific deliveries. (https://storage.crisp.chat/users/helpdesk/website/-/7/b/b/8/7bb802026543c40/ab84b5bc-9bd6-45a3-8493-bFew readers