Introduction

Reports in wolkvox CRM allow you to extract key information in a structured manner. It is important to know how to generate them to self-manage analysis and reporting needs.

Reports are generated from the Reports module in the CRM and allow for the customization of fields, filters, and formats. This process ensures that the required information is accurate and tailored to the user's needs.

Generating Reports

Follow these steps to generate a report in the CRM:

1. Access the Reports Module:
   • On the left panel, select the **Reports** module.
   • In the upper left part, click the **Add** button.
2. Report Configuration:
   • A window called **Add a new report** will appear with two tabs: **Configuration** and **Advanced Filters**.
   • In the **Configuration** tab, complete the following fields:
     • Name: Define a name for the report (required).
     • Description: Add an additional description (optional).
     • Select module: Choose the module from which you want to extract information. If the module is related to another (for example, Cases and Contacts), you can select this relationship in an additional field (optional).
     • Select fields: Choose the fields you want to include in the report. The data will appear in the selected order.
     • Filter field: Define a basic search filter. The available options are:
       • Creation date.
       • Modification date.
     • Date filter: Select a date range (start and end) to limit the records included in the report.
3. Options in the Configuration:
   • Cancel: Allows you to discard the report creation.
   • Preview: Shows an example of what the report will look like.
   • Save: Saves the created report.
4. Advanced Filters:
   • This tab is optional and allows you to generate more specific filters.
   • Use the **Add** and **Delete** buttons to configure the filters.
     • Name: Select the field to filter (e.g., Status, Priority, Owner).
     • Operator: Define the type of filter (Contains, Different, Empty, Exact Value).
     • Value: Enter the specific value for the filter (e.g., "Open" in the Status field).
   • Confirm and save the advanced filters.
5. Export the Report:
   • Once created, the report will appear in the Reports module. On the right side, click the download button (**Export to Excel**).
   • If the report contains many records, it will not be downloaded locally; instead, you will receive an email with the download link.

Note: If you have problems generating the report or need additional help, verify that all mandatory fields are correctly filled in and ensure you have the appropriate permissions in the system.