Report Designer Planfix CRM and Project Management System
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Report Designer

A report designer helps structure data from a company's business processes. Customize reports for any business task to manage projects and business processes easier through their flexible customization.

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income and expenses employees management deals reports call tracking for marketing teams for management / investors for project managers / it teams
Income and Expenses Planfix CRM and Project Management System

FOR FINANCES

Income and Expenses

Create reports to conveniently analyze income and expenses by project, task, employee, or other parameters— for example, a report on sales or company expenses.

Employees Management Planfix CRM and Project Management System

FOR HR

Employees Management

Create reports on closed and open positions, days worked by employees, vacations, and payments to manage them comprehensively.

Deals Reports Planfix CRM and Project Management System

FOR SALES

Deals Reports

Collect reports on contacts, deals, and customer projects, as well as reports on employees to help you track performance, draw conclusions, and take timely action for incentives or penalties.

The report designer helps you select the data you need by adding columns, formatting, grouping, sorting, and other parameters that let you create your reports for any team or company goal.
Call Tracking Planfix CRM and Project Management System

FOR CALL CENTERS

Call Tracking

Collect data on inbound, outbound, and missed calls in reports to view overall call statistics and agents' performance.

For Marketing Teams Planfix CRM and Project Management System

For Marketing Teams

Consider marketing costs using reports in each section: periods, advertising campaigns, payroll, and marketing team training.

For Management / Investors Planfix CRM and Project Management System

For Management / Investors

Prepare reports on expenses, profits, amortization of projects, investments, and their returns to include all financial movements of the company.

For Project Managers / IT Teams Planfix CRM and Project Management System

For Project Managers / IT Teams

Upload data on work done by employees by teams or departments using reports. Create reports on the status of projects, time spent, and financial and human resources within one or more projects.

Learn more about adding Charts and Graphs to your reports to a group and visualize your data in an easy-to-understand way

Use all of Planfix's features for 30 days, completely free of charge

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