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 NameDescription
REVENUE 
Job vs Projected RevenueForecasting revenue for open jobs
Agent vs Projected RevenueHow much revenue can an agent make
Revenue Split-upRevenue split-up from each agent.
Agency RevenueHow much revenue an entire agency can make
Monthly RevenueMonthly revenue of the agency
JOBS 
Jobs vs TempsTemps for each Job
Jobs opened this monthJobs that were created this month
Adding pending Temps for JobAdd (or fill up) remaining Temps for a Job.
Jobs vs TimesheetsTimesheets for each Job
CLIENTS 
Blacklisted TempsTemps who are blacklisted by a Client
TIMESHEETS 
Approved TimesheetsTimesheets that are approved by a Client
Approved Timesheets for JobTimesheets approved by a Client for a Job
Rejected TimesheetsTimesheets that are rejected by a Client
Rejected Timesheets for JobTimesheets rejected by a Client for a Job
EMAIL 
Email AnalyticsSummary of the email status (sent, bounced, opened, and clicked) based on date, template, module and user
Top 10 Templates by open rateTop 10 templates based on percentage of recipients who have opened the email.
Top 10 usersTop 10 users based on sent rate.

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