Summary Reports

You can view system-generated reports that summarize the information present in ReachOut’s different modules. Summary reports include all task-related details that help assess the state of your field activities and record them for reference. 

To access summary reports,

  1. Navigate to Reports > Summary Reports 
  1. Select from the list of reports shown for each module. This will display several parameters related to that module in a tabulated form. 
  1. Click the hamburger icon on the right corner of the table to select and arrange the columns as you wish. 
  1.  To download the report into your system, click Export. Save the report in an Excel or HTML format that you can open and modify using its default application. 

Was that helpful?
Next : Generating Audit Trails