Kapta makes reporting automated and easy for you. There are 2 ways to access Reports:
- Portfolio Reports
- Reports Menu
The report list can be accessed from the "Dashboard" and the account page.
Currently, the following Portfolio reports are available:
- Portfolio Report - displays accounts by health, top 5 and bottom 5
- Relationship Matrix Report - displays the top 3 account contacts and their roles
- Portfolio Metric Report - displays account metrics and comparison to past month
- Portfolio Task Report - displays tasks on all accounts over a period of 30, 60, 90
- Portfolio Template Report - displays the active action plan templates on all accounts
- Portfolio Action Plan Report - displays the Action Plans and their status foa all accounts
- Portfolio Customer Action Plan Report - displays the Action Plans from the customer
- Portfolio Opportunity Report - displays categorized Opportunities for all accounts
The list displays all the available reports in Kapta, including the Portfolio Reports list.
Accounts Report List: