Report catalog

The Report Center brings together the reports that your permission, segment, plan and integrations allow you to access. The selector shows only the options enabled for the account.

How to generate

Open Reports → Report Center.
Choose an item in the Report field.
Fill in the filters displayed.
Use Generate PDF, Export CSV or Send by email, depending on the report.

The Send by email button requires an active email integration. Setup is in Settings → Integrations, when this feature is available for your company.

Available reports

Report	What it analyzes	Main filters
Chat Report	Conversations, channels, response time and agent performance.	Start date and End date.
Scheduling Report	Calendar events and the status of appointments.	Period, confirmed/canceled Status and Integration.
Lead Report	Funnel stages, conversion, values and losses.	Filter by funnel stage, Salesperson and period.
Customer Report	List of customers by status and search.	Status, search by name, CPF or email and period.
Legal Process Report	Monitored cases, updates and deadlines.	Standard/values/no-updates format, days without updates, status, monitoring, search by case/court, period and customer or lead.
Digital Signature Report	Documents sent for digital signature.	Status, search by document/signer/email and period.
Vehicle Stock Report	Vehicles by status and time in stock.	Status, search by make/model/plate, registration period and minimum days in stock.
Financial Report	Revenue, charges and expenses.	Type, status, financial account, period, search and expense category.
Stock Report	Position, entries and product movements.	Type, stock below minimum in the position, period for entries/movements and search.
Tax Report	Invoices and data for accounting.	Type, issuing company, document type/status and period; SPED requires a full month and accountant data.
Accounting Report	Cash book, revenue, cash-basis income statement and accounting package.	Type; Year in monthly revenue; From and To in the other types; PDF/CSV format when applicable.

Formats and sending

Action	Result
Generate PDF	Opens the Report Preview and offers Download.
Export CSV	Downloads the data in spreadsheet format when the report offers this option.
Send by email	Generates the file in the background and sends PDF or CSV to a recipient.

Not all reports show the same buttons. The form is the reference: it hides the actions that do not apply to that report or to your permission. The Tax Report offers CSV or SPED .txt; the Accounting Report offers PDF/CSV or a ZIP package for the accountant.

Requirements by area

Case reports depend on the Law segment and on Notfy Processos.
Signature reports depend on the contracts module and on existing documents.
Vehicle reports appear for companies that use the vehicle registry.
Financial, stock, tax and accounting reports depend on the corresponding modules and integrations.
The tax report uses the selected Issuing company when more than one CNPJ is registered.

Report Center

See the general flow, preview and sending.

AI credit consumption

Track the use of artificial intelligence.

Report center

Reports by module

How to generate

Available reports

Formats and sending

Requirements by area

Report Center

AI credit consumption

​How to generate

​Available reports

​Formats and sending

​Requirements by area

Report Center

AI credit consumption

How to generate

Available reports

Formats and sending

Requirements by area