Working with Reports
Zoho Workerly reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho Workerly, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
Availability
Profile Permission Required: Users with the Reports permissions can access this feature.
List of Some of the Standard Reports
| Report Name | Description |
| REVENUE | |
| Job vs Projected Revenue | Forecasting revenue for open jobs |
| Agent vs Projected Revenue | How much revenue can an agent make |
| Revenue Split-up | Revenue split-up from each agent. |
| Agency Revenue | How much revenue an entire agency can make |
| Monthly Revenue | Monthly revenue of the agency |
| JOBS | |
| Jobs vs Temps | Temps for each Job |
| Jobs opened this month | Jobs that were created this month |
| Adding pending Temps for Job | Add (or fill up) remaining Temps for a Job. |
| Jobs vs Timesheets | Timesheets for each Job |
| CLIENTS | |
| Blacklisted Temps | Temps who are blacklisted by a Client |
| TIMESHEETS | |
| Approved Timesheets | Timesheets that are approved by a Client |
| Approved Timesheets for Job | Timesheets approved by a Client for a Job |
| Rejected Timesheets | Timesheets that are rejected by a Client |
| Rejected Timesheets for Job | Timesheets rejected by a Client for a Job |
| Email Analytics | Summary of the email status (sent, bounced, opened, and clicked) based on date, template, module and user |
| Top 10 Templates by open rate | Top 10 templates based on percentage of recipients who have opened the email. |
| Top 10 users | Top 10 users based on sent rate. |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Generating Reports
You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the Timesheets module linking other modules such as Temps, Jobs, and others. Types of Report Tabular ...Find matching jobs
Find the relevant jobs quickly for your temps. To find matching jobs for your temps, From the Shifts module, move your mouse cursor to the date you want to find jobs Click Find Matching Jobs For that temp, based on their base pay, job title, and ...Using Roster View for Temp Scheduling
You can now keep up with temp schedules using Zoho Workerly's Roster View. Overcome the difficult maze of complex temp staffing issues. Here are some benefits of using Roster View for temp scheduling: Avoid overloading your temp staff Manage empty ...Rate Rules in Workerly
Rate rules are used to define 'Overtime' and 'Special' pay rates in Workerly. Learn more about overtime and special rate cards in Workerly, and calculate your temp's pay accurately. Availability: Feature is available for users with admin access, ...Managing Calendar in Zoho Workerly
Planning and scheduling are important. Especially when it comes to business assignments. A well-conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning. Having to keep track of all ...