• Download inventories by client

  In this article, we'll go over how to keep track of how much of each product your clients have. From the web portal, you'll need to click on Reports and goals, then select Download Inventories by client: 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

  This report will help you easily find previously answered forms. You can use filters to maximize the value of this report. You'll find it in the Reports and Goals menu: 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-92da98_p6jlkn.png =908xautoSome readers

• Scheduled visits

  This report can help you verify if scheduled visits are being fulfilled by your users. You can find this report in the *Reports and goals *tab by clicking on Scheduled visits: 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/-/Some readers

• Print route summary in the mobile app

  Handy lets you print a summary of route activity from 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. This printed ticket includes aSome readers

• User report

  This is a general report to get all information on one or several users, like visits, total sales, etc. You can find this report in two ways. One is by going to the Reports and goals menu inside the main menu: The other is in the User menu: ![](https://storage.crisp.chat/users/helpdesk/website/-/d/5/5/c/d55c57cd2691a800/screenshot-2026-02-11-at-11114_11Some readers

• Goals by new leads

  In this report, you can establish lead objectives and goals for each salesperson. You'll find it in the Reports and Goals section, under Goals: Create new leads goals for each of your salespeople: For example: if MarcusSome readers

• Sales effectiveness per visit by amount

  In sales, every transaction counts, and it’s important that each one delivers a positive return relative to the time and resources being invested. 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 whetheSome readers

• Payments report

  You can find the Payments Report in Reports and Goals: This will show your payments history in a table: In this report, you'll find information about the payment, such as the date, the client, or any additional comments the sSome readers

• Product activity

  The product activity report allows you to obtain statistics on your products by filtering them by date, family, category, user, most sold, most profitable, etc. You'll find this in Reports and Goals, in the main menu: When entering the Product Activity report, you'll be able to implement several filters, such as dates, families, categories, and users: !Few readers

• Activity by zone

  The Activity by zone report can help you identify data and metrics on each of your designated zones. You can find it in Reports and goals: 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

  The client activity report can help you identify if any of your clients aren't being assisted, if they haven't been visited, or have no orders or forms. We recommend that you keep track of your clients to avoid losing them. You can find this report in Reports and Goals: After clicking on Client Activity, you'll see that you can view this report using severaFew readers

• Delivery dashboard

  The delivery dashboard lets you visually monitor delivery performance over a set period. In this screen, you can quickly learn more about how well deliveries are being fulfilled, analyze key indicators, and export this information for analysis. Where do I access it? You can find it in the Reports and goals menu: Just like with other reports, you can fFew readers

• Credit balances

  Starting Wednesday, July 1st, 2026, we've added credit balances for route sales. In the balances screen, you'll now see an adaptation that allows both activities to coexist in the same balances report. Starting Monday, July 6, mobile users will also see these changes in the mobile app. With this report, you'll now be able to view, in the same place, all of the client's pending balances, generated either by route sales orders or by deliveries. 🟢 Where do I find this report? InsideFew readers

• Download initial inventory

  🎉 You can now download initial inventory sheets for multiple routes in just one file, making them easier to print and to better prepare for daily routes. Where can I find this feature? Go to Routes and select: Download → Initial inventory (all routes) How does it work? When using this feature, the system creates a unique file that groups togetherFew readers

• Zoning tool

  The zoning tool allows you to view clients and prospects on the map according to their zones. You can access this report in two ways. Directly in the general catalog, in the Main menu: 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-2c39d2_oquw7b.png =377xFew readers

• My new clients

  The New Clients report lets you view new clients on a map or in a table, filtered by a selected date range. You'll find this report in the Reports and Goals section of the main menu: 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-e1bfe3_1ceh2lj.pnFew readers

• See answers by user

  This report will help you measure the number of forms each user has answered and the time they spend with their clients. You can find it in Reports and goals, by clicking on See answers by user: 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

  Handy can show you the distance travelled by each salesperson over a certain period of time. You can find this report in the Reports and goals section: This will show you how much distance each of your users has travelled:Few readers

• Exporting orders and deliveries

  Learn how the process of exporting an order as an Excel file works, including new status messages and what to expect when exporting large amounts of information. The exporting of Orders starts in the Orders screen by selecting the desired date range and any other filters you need, then pressing the Download button. Status messages during the eFew readers