How and where can I pull a Saleboat report?

​Main Menu > Profile > Meeting Summary Report
Main Menu > Organisation > Teams > Relevant team > Weekly Report
Main Menu > Organisation > Users > Global Summary Report
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Within each of these directories, you may pull a report - depending on your user role. Only Captains and Officers may pull the Team and User reports.
A sailor may pull their activity reports from their profile.
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In the above directory, you can pull 4 different types of PDF reports, depending on the level of detail you require.

Saleboat Captains have access to CSV downloads should they need to build custom reports.

PDF Reports

These reports will need you to select a date range - how far back do you want to view these insights for? This date range is entirely up to you; you need to choose both a start and end date that will suit your purposes.

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1. Periodic Summary Report

2. Interaction Summary Report

3. Canvassing Report

4. Pipeline Report
   

   
   

To view each of these reports, you will first need to allow pop-ups from Saleboat. Please click on the link below to enable pop-ups in your browser:

I can't generate a report

Each of these reports contains useful information for managing and viewing your teams' interactions with their Leads, Prospects, and Clients.
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Each report is outlined below:
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1. Periodic Summary Report - Weekly automated report

A summary of the organisation or team(s) activities broken down by meeting types and users. This report outlines the activities of each user - meetings and calls attended, logged, missed and cancelled - as well as the conversions, number of neglected customers and tasks completed within the selected date range.
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Please click on the link below to learn more:

Periodic Summary Report

2. Interaction Summary Report

Each meeting attended and call logged with notes during the selected time is contained within. Along with customer details and location information.
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Please click on the link below to learn more:

Interaction Summary Report

3. Canvassing Report

Any activity with leads on the leads dashboard is collated into this report - the number of leads added, contacted or converted, along with other useful metrics and information.

Please click on the link below to learn more:

Canvassing Report

4. Pipeline Report

Insight into the information contained within the Saleboat sales pipeline. This report contains the total opportunity within the pipeline, made up of all currently open deals.
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​Please click on the link below to learn more:

Pipeline Report