Reports & statistics

Dashboard, reports, sales register and exports.

1. Read the sales dashboardTrack your collections, your invoicing, your receivables and your quotes over the period of your choice, then export or print the figures.
2. Explore the report catalogOpen the Reports screen and find the 22 available PDF reports, their formats, their frequencies and the ones that can be sent per sales rep.
3. Generate a report on demandProduce a report right away: choose the period, the scope and the formats, check the preview, then download the PDF or Excel file or send it by email.
4. Schedule reports by emailActivate a report, choose its frequency, day, time and recipients: CAPPS then sends it automatically by email, in PDF and Excel.
5. Track the report sending historyFind each report sent or generated, download it again, resend it or retry a failed sending.
6. Filter and export the sales registerShow only the documents you are interested in from Sales Management, then export them to an Excel file with the columns of your choice.