Discover reports for contacts
How to access:
- Access the Invoicing APP
- Click on the "Reporting" section
- Select the "Contacts" button
When you register invoices, sales orders and waybills in Holded, you will be entering information about the stock of your contacts. This information will then be used to perform a sales analysis by city or country. Also, in Holded you will find "Contact Reports" so you can perform your analysis without having to do it manually.
1 new Report: You can access Stock and Value of material in progress.
Discover Contact Reports
For now, in addition to all the reports you have in Sales and Purchases (by contact, city, country), we have added a map so you can have visibility of where your contacts registered in Holded are located.
1. Contact map
A world map will appear with all the countries and a list with the number of contacts you have in each country.
We will add new contact reports in the near future!