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One-click Excel exports

Reports

Operational reports as CSV/Excel — plus saved natural-language reports (v2).

Standard exports

Daily visits report

Today's visits across all reps with photo + transcript + outcome

~2 MB·CSV / Excel

Monthly activity report

Last 30 days · per-rep aggregates · confirm rate · quote value

~8 MB·CSV / Excel

Attendance report

Per-rep attendance with status breakdown — late, leave, office

~500 KB·CSV / Excel

Area-wise analysis

Visits + quote value grouped by region with trend lines

~1 MB·CSV / Excel

Employee performance

Rep-by-rep KPIs · confirm rate · NPS · pending follow-ups

~3 MB·CSV / Excel

v2 · Saved + scheduled reports

Create a new one →

Surat stale dealers — monthly

“Show me all Surat dealers I haven't visited in 30 days, with last order value”

Run 1 JunScheduled

Top 5 SDRs by confirm rate

“Top 5 SDRs by customer confirmation rate this month”

Run 31 May

Vadodara visits weekly

“How did Vadodara perform this week?”

Run 2 JunScheduled

Quote value by region (quarter)

“Quote-value trend by region last quarter”

Run 30 May

Pending follow-ups (this week)

“Show me all pending follow-ups this week”

Run 2 JunScheduled