Reports – Inmobalia CRM Docs https://docs.inmobalia.com Thu, 02 Jun 2022 07:48:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to generate Source and Requirements reports from contacts https://docs.inmobalia.com/208-how-to-generate-source-and-requirements-reports-from-contacts https://docs.inmobalia.com/208-how-to-generate-source-and-requirements-reports-from-contacts#respond Wed, 01 Dec 2021 14:14:42 +0000 https://docs.inmobalia.com/?p=208

One of the preset reports you can generate in the system is the Source & Requirements report. You can obtain it from the Contacts section and it combines information on the provenance of a contact and the request he/she has made. Let’s see how to get this report.

A. Go to the Contacts section and use filters to get the desired list of contacts.

Go to the Contacts section and use filters to get the desired list of contacts.

B. When you have the list, click on the Report button.

When you have the list, click on the Report button.

C. In the popping-up window click on Source and requirements option.

In the popping-up window click on Source and requirements option.

D. Write the name you want to give to the report.

Write the name you want to give to the report.

E. Select the language of the report.

Select the language of the report.

F. Select the Export format.

Select the Export format.

G. Click on Generate

Click on Generate

H. When the report is ready go to Management > Reports and click on the report.

When the report is ready go to Management > Reports and click on the report.

I. The report will open.

The report will open.

J. From here you can Delete it, Email it or Download it.

From here you can Delete it, Email it or Download it.

]]> https://docs.inmobalia.com/208-how-to-generate-source-and-requirements-reports-from-contacts/feed 0 How to generate reports from listings https://docs.inmobalia.com/202-how-to-generate-reports-from-listings https://docs.inmobalia.com/202-how-to-generate-reports-from-listings#respond Wed, 01 Dec 2021 14:09:45 +0000 https://docs.inmobalia.com/?p=202

Throuhgout the system, in every section of the CRM you can generate reports to help you in management tasks. Follow these steps to learn how to do it. 

1. In every section of the system, right above the list of results, you will find the Report button. Click on it to generate a report of the list.

In every section of the system, right above the list of results, you will find the Report button. Click on it to generate a report of the list.

2. The Report Type window will pop up and offer the types of reports that you can generate.

The Report Type window will pop up and offer the types of reports that you can generate.

3. Select the type of Report.

Select the type of Report.

4. Select the language of the Report.

Select the language of the Report.

5. Write the Name of the Report.

Write the Name of the Report.

6. Click on Generate

Click on Generate

7. When the Report is ready you will be notified in the Dashboard.

When the Report is ready you will be notified in the Dashboard.

8. You can find the report in Management > Reports. Click on the Report.

You can find the report in Management > Reports. Click on the Report.

9. A new window will pop up with the different actions you can do with the Report: Delete it, Email it or Download it.

A new window will pop up with the different actions you can do with the Report: Delete it, Email it or Download it.

]]> https://docs.inmobalia.com/202-how-to-generate-reports-from-listings/feed 0