Working with Reports | Zoho Workerly

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.


Zoho Workerly provides more than 10 different standard reports for the users' benefit. These reports are distributed across different modules in Zoho Workerly. You can use the standard reports or customize them as per your business requirements.

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  
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.

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