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/websiPopularList 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 readersScheduled 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 readersPrint 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 readersGoals 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 readersSales 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 readersPayments 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 readersUser 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:
How does it work?
When using this feature, the system creates a unique file that groups togetherFew readers