Reports Overview – Kapta Help Center

ver. 1.0

Kapta makes reporting automated and easy for you. There are 2 ways to access Reports:

PORTFOLIO REPORTS:

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

REPORTS MENU:

The list displays all the available reports in Kapta, including the Portfolio Reports list.

Accounts Report List:

Account Profile Report - complete profile of a particular account
Account SWOT Report - SWOT contents of a particular account
Account Action Plan - Active plans for a particular account
Account Voice of the Customer - VOC results for a particular account
Account Org Chart - the customer org chart in graphical view
Account Metrics - shows a monthly histogram of the metric rating
Account Contact Mapping - shows external customer contacts in reference to internal contacts
Account Action Plan Metrics - shows actions that are tracked as a metric
Customer Report - shows all active customer reports

Account Packs:

This is a customized group of reports. The list is dependent on user creation of different packs.

HOW TO GENERATE REPORTS:

Generating reports is a simple three step process:

(1) Choose your report

(2) Click "Preview" or "Launch Report"

(3) Click "Download" to save the report on your computer