Release notes January 2023
The new Zegoal features. Mobile app - Remarks to tasks, "Instructions" for Filling in the Fields of the Tasks...
Intelligent Reporting for Robust Quality Control
Track field operations, identify opportunities, and spot challenges via fully customizable reports.
- Create Custom Reports To See What’s Keeping Your Team Busy
- View the information that’s most important to your business with fully customizable reports. Access reports right from Zegoal or export data to an Excel or CSV file with just a few clicks.
- You can also create a report from scratch with our easy-to-use report builder block. Generate new report templates and add any field from Zegoal's database -from the client's cards, assets, contacts, locations, employees, etc. You can even add any field from task forms and templates.
Trusted by market leaders
Why Do You Need A Report Automation Software?
Whether you want to expand your business or simply care about your company’s well-being, a report analysis software is vital. With accurate reports, you can make informed decisions such as hiring field staff, allocating resources, planning budget, and more.
Your employees don’t have to fill paper forms after every visit, transfer info to sheets, and manually create reports. With Zegoal, you just have to create e-templates and get all information in easy-to-understand reports.
Types of Reports
With Zegoal, you can create a number of reports using:
Built-in, fully customizable report templates
- Main Task Report
Shows tasks statuses and results. You can follow any task for a detailed view.
- Movements Reports
Show how your employees move during the day, tracked via GPS. See how much time they spend on the road and track mileage.
- Visits Reports
Show how your employees visit your client’s locations (added previously in the CRM block).
- Timesheet Reports
Show how your employees spend their working time (i.e. when the day starts and ends, when the break is, how long the downtimes are, etc).
Custom report templates
- Быстрая и гибкая настройка
Create your own report template using Zegoal report builder block. Add any field from our extensive database. Everything is drag-and-drop, no coding needed!
Key Features of Zegoal Reporting
- All reports are fully customizable. You can shift columns and group reports with different fields.
- All reports can be exported to Excel. You can consolidate data from management reports, customer visit reports, and field service reports for better analysis.
- Choose from an extensive range of work reports templates or create your own reports in the custom report builder.
- Main task report images can be exported to the zip archive. Image name consists of the location name, timestamp, and employee name for convenient tracking.
- Cloud-based software so you can work with web-app as well as mobile app. No installation needed.
Testimonials
What our customers say
A1
The system is easy to use and helps us to automate management of medical representatives
Gedeon Rihter
Great solution for sales representatives activities monitoring. Easily customized for our needs.
SM-Group
Flexible task templates (really cool!), GPS tracking with mileage control, task reports and all this in one application
AitinPRO
Our blog
Latest news and articles
Helpful information about our product, how to improve staff performance, as well as latest industry trends.
Release notes October 2022
What's new: New Checklist Task Field Type (Beta Testing), CRM. Comments to Companies, Locations, Contacts and Assets, Tasks. Viewing...
Standardization in Retail
How many times have we witnessed a ‘too big to fail’ bubble burst? There is an ever growing list of...
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- support@zegoal.com
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An excellent solution for retail standards monitoring. I especially love the flexible report designer.