How Can We Help?
-
Operations
-
CRM/BD
-
Roster/Timesheets
-
HR
- Adding Client Induction Documents
- Check Pending/Completed Conversions
- Conversion of Employment
- Create Leave Requests on behalf of Field Staff/Cleaners
- HR Conversion of Employment
- HR FAQ
- HR Onboarding – How to upload a file
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Schedule
- Onboarding – Updating Your Ezko Onboarding Record
- Onboarding – Updating Your SKG Onboarding Record
- Onboarding - Updating TFN
- Onboarding – Updating Bank Details
- Onboarding – Uploading Super Form
- Onboarding – Uploading Tax Form
- Onboarding Invitation Logs
- Onboarding Workflow
- Partial Leave
- Remove-Cancel Onboarding Invitation
- Schedule
- SP Onboarding
- Terminating a Service Provider Staff
- Terminating an Employee
- Show all articles9 Collapse Articles
-
Other
-
Time and Attendance
< All Topics
Print
CRM Reports
PostedDecember 16, 2022
UpdatedDecember 16, 2022
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
