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User Access Permissions: Reports

Find out what each permission corresponds to in the “Analytics” and “Reports” blocks

Amalia avatar
Written by Amalia
Updated over 3 weeks ago
  • Can print the report data allows you to print out reports from RO App using the Print button.

  • Can export report data allows you to store data on your PC as an Excel file using the Export button.

  • Can generate report for any period allows you to choose any period to create a report including sales in the “Sales” section.

  • Activity log allows you to read the Activity log report which records all the activities of your employees.

  • Payroll report allows you to view a Payroll report.

  • Tax summary allows you to see a report Tax summary.

  • Total money allows you to generate a Total money report.

  • Cash flow allows you to generate a Cash flow report.

  • Work orders profit allows you to view a Work orders profit report.

  • Sales profit allows you to view a Sales profit report.

  • Created work orders allows you to make a report on the created work orders.

  • Closed work orders allows you to make a report on the closed work orders.

  • Work orders in progress allows you to make a report on the work orders in progress.

  • Ad campaigns allows you to make a report on your ad campaigns.

  • Technicians Report allows you to make a report that shows the activity of your technicians.

  • Labors and Services Report allows you to make a report that shows the most popular services.

  • All leads allows you to view a report on created leads.

  • Lead conversion allows you to generate a conversion report for leads.

  • Employee performance allows you to generate a report on the conversion of leads by employees.

  • Lost leads allows you to view a report on lost leads.

  • Product turnover allows you to generate a Product turnover report which shows what kind of goods and how many of them were used.

  • Stock levels allows you to create a report which shows the number of items in stock and their quantity.

  • Expiring inventory — an access right that allows the user to generate reports on products with tracking of their expiration dates.

  • Inventory write-offs allows you to generate a report that shows manual write-offs of goods from the stock.

  • Products below minimum stock allows you to create a report that shows the goods that are running out of stock.

  • Sent SMS allows you to view a report on sent SMS, their number, time of sending, and contents.

  • Delayed SMS allows you to view a report on delayed SMS, their number, scheduled time of sending, phone number, and content that can be edited.

  • Client reviews allows you to make a list of the feedback left by your customers about your company's performance.

  • Company Insights allows you to see this tab on the Reports page. This is access to the creation and review of the Company Insights report.

  • Assortment Analysis allows you to see the Assortment Analysis tab on the Reports page. This is access to the Assortment Analysis report.

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