Overview of the Reports block

Intelligent Reporting for Robust Quality Control

Track field operations, identify opportunities, and spot challenges via fully customizable reports.

Other features and blocks

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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

Shows tasks statuses and results. You can follow any task for a detailed view. 

Show how your employees move during the day, tracked via GPS. See how much time they spend on the road and track mileage.

Show how your employees visit your client’s locations (added previously in the CRM block).

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

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

Money, pen, magnifying glass and the financial report

What our customers say

An excellent solution for retail standards monitoring. I especially love the flexible report designer.



    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.



        Flexible task templates (really cool!), GPS tracking with mileage control, task reports and all this in one application



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