How Can We Help?
-
Operations
-
CRM/BD
-
User Management
-
HR
- Check Pending/Completed Conversions
- Deactivating an Employee/Contractor
- HR Conversion of Employment
- HR FAQ
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Schedule
- Onboarding - Updating TFN
- Onboarding – Updating Bank Details
- Onboarding – Uploading Super Form
- Onboarding – Uploading Tax Form
- Onboarding Invitation Logs
- Remove-Cancel Onboarding Invitation
-
Settings
-
IMS
< All Topics
Print
CRM Reports
Posted
Updated
Byaudigital
- Go to CRM -> Clients
- View Client Reports
The report will show:Sites (active) Number of Sites Rosters Number of Roster Entries QA Templates Number of QA Templates Sites which have NFC record Number of recorded NFC tracking setups QA Summary (This year) Client QA Summary for the year
Table of Contents