Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Ameba
10.1  Amoeba Management
10.2  Start Ameba
10.3  Ameba Department
10.4  Ameba Category
10.5  Expense Distribution Rules
10.6  Income Distribution Rules
10.7  Ameba Budget
10.8  Ameba Trade
10.9  Ameba Report
11 Administration
11.1  Settings
11.2  User
11.3  Privileges
11.4  Apps
11.5  Email settings
12 Integration
12.1  Introduction
12.2  Integrate ZenTao
13 Customization
13.1  Get Ready
13.2  Zdoo Directory
13.3  Find the Code
13.4  Database Structure

CRM Reports

2016-09-01 09:08:29
tengfei
2646
Last edited by Renee on 2019-08-12 11:12:50

Zdoo can generate basic reports of orders, contracts, and customers so to give you a better understanding of your orders, contracts, and customers.


1. Reports on orders

Go to Order->Report and check the type of report you want to generate in Zdoo, such as by the number and the amount of money of "Product", "Product line", "Status", "Assigned to", "created by", etc. Click Generate and you will see the report in the right column of the page.



2. Reports on contracts 

Zdoo can generate reports of contracts, such as by the number and the amount of money of "Contract status", "Delivery", "Payment", "Assigned to", "created by", etc.

3. Reports on customers

Zdoo can generate reports of customers, such as by "Assigned to", "status", "level", "size",etc.

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