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Transaction Report

Written by Viktor Ivanon

Updated at April 4th, 2025

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Table of Contents

πŸ“Œ Available columns: πŸ“‚ Groupings: πŸ” Filters:

This report allows you to track the number of customers and sales grouped by various criteria.

πŸ“Œ Available columns:

  • Channel/campaign/manager name/date - depending on grouping
  • Number of transactions

πŸ“‚ Groupings:

You can group the report:

  • By date
  • By the person in charge
  • By channel

πŸ” Filters:

  • Responsible
  • Date of transaction creation

πŸ“ˆ Useful for evaluating the performance of channels, managers or specific days.

trade summary transaction summary

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