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.

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.

FOR HR

Employees Management

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

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.

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

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

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

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.

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

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