The “All Inquiries” report shows you all Inquiries created in a selected period of time.
The report is generated for all created Inquiries on the Reports > Inquiries > All Inquiries page.
There are three parameters by which the report is generated.
Period. This parameter allows you to select the time frame for which the report will be generated: today, yesterday, this week, this month, last week, last month, This year, Last year and custom.
Location. Here you can select one / several / all locations if there is more than one.
Inquiry Type. Use this option to see the created Inquiries by different types.
Set the necessary parameters and click “Apply”.
The report is generated with the basic information on the Inquiry: date and time of creation, number, Inquiry type and status, the employee who created the Inquiry, client and his phone number, and comment. At the bottom, you’ll find the total number of Inquiries.
You can also customize the display of columns in this report. To do this, click on the table button and check the required columns.
The report can be printed or exported to your PC as an Excel file. Click on Actions and select the desired action.
Besides the information in the columns, the exported file will also contain the Location data.