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,
- Navigate to Reports > Summary Reports
- Select from the list of reports shown for each module. This will display several parameters related to that module in a tabulated form.
- Click the hamburger icon on the right corner of the table to select and arrange the columns as you wish.
- 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.