ver. 1.0
Kapta makes reporting automated and easy for you. There are 2 ways to access Reports:
- Portfolio Reports
- Reports Menu
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
0 Comments