Overview Of Reports

The Reports Module in CRM LEAF offers a centralised place to track, analyse, and export data related to various organisational activities such as tasks, time logs, finances, HR, sales, and more. Each report is filterable and exportable, helping departments stay informed, track performance, and make data-driven decisions.

Types of Reports Available

• Report Type
  Purpose
• Task Report
  Overview of all tasks by project, status, assignee, client, and due dates.
• Time Log Report
  Tracks hours logged by employees or teams across tasks or projects.
• Finance Report
  Summary of revenues, payments received, and outstanding dues.
• Income Vs Expense
  Visual comparison of income and expenses over time.
• Leave Report
  Overview of employee leave balances, history, and types.
• Attendance Report
  Daily/Monthly attendance logs with check-in/check-out times.
• Expense Report
  Tracks submitted, approved, and reimbursed expenses by category.
• Deal Report
  Sales pipeline report by deal stage, owner, and closing date.
  Sales Report
  Summary of closed deals, revenue, and client acquisition.