The "Reports" section displays all available reports in the system. To view a report, click on its name.
Note: This section contains reports based on the company settings.
There is one report displaying by default - Cycle Plan.
The Report Cycle Plan helps track the execution of the plan and consists of the following columns
The columns of the cycle plan report are as follows:
- Target-group: A list of target groups for visiting.
- Type of visit: The type of call for each target group.
- Number of clients/pharmacies, Plan: The number of unique clients/institutions that users need to visit during the cycle.
- Number of clients/pharmacies, Fact: The number of unique clients/institutions visited during the cycle (calls in the Done state).
- Number of visits, Plan: The total desired number of calls to this target group with the specified call type.
- Number of visits, Fact: The actual number of calls to this target group with the specified call type.
Note: The Cycle Plan report displays only calls, and tasks are not presented here.
Users can view the report in a chart view.