LinguisTriks Knwowledge Hub

Version & 1.0

Reports Module - User Guides


In this module, review reports which consist significant information which is essential for maintaining and improving the overall efficiency of the organization.

This module contains the information about the following:
  • Enquiry Reports
  • Quotation Reports
  • Order reports
  • Invoice Reports
  • User Statistics

Enquiry Reports


 

On this page, we will have information about overall accepted and failed enquiries.


 

When you click on this page, you will find all enquiries made by the staff, while processing the request of clients and others who have contacted the company through phone or through email or other means of communication.


Quotation Reports


 

On this page, you will find information about number of quotes accepted and cancelled by the client. The accepted quote’s would get further processed and those cancelled would be ignored.


 

When you click on this page, you will find all Quotes made by the staff, while processing the request of clients and others who have contacted the company through phone or through email or other means of communication.


Orders Reports


 

This module creates reports stating details as to the number of accepted and cancelled orders by clients. It also consists details of, number of waiting and unconfirmed orders. You can also find details of orders by service type. Services type can be, translation, interpretation and Transcription.


 

It offers details of orders based on language.



 

This page offers information as to how many orders have been placed by the client on varied dates for different services. You can also view, order overview by clients. Few clients may place numerous orders on varied dates and few clients may place single order. All orders are processed with accuracy and are error free.



 

On this page, you will find all orders undertaken by the vendors on varying dates. The Vendors who undertake the orders are registered with certified bodies and they are well qualified to undertake the job.



 

This page offers information relating to orders created by staff, in case if the client is not able to create an order in the client portal, then they request the staff to create an order, on their behalf.





Margin reports offers complete picture as to how much amount the company has received and how much amount the company has paid to the vendors. If the company has money left after making payments to the vendor, then the company is in profits.



Invoice Reports


 

On this page, you will find details about those clients who have payments due to the company.


 

One can find details about the unpaid amount due to the vendors.



 

This module has information relating to how much amounts have been paid by the clients and when they have made the payments.



 

This module has details as to, how much amount, the company has paid to varied vendors and how much is still pending to be paid to different vendors. Thus, this information is very helpful to the company as it will help in tracking the payments made to varied vendors on different dates.




User Statistics


 

This page consists, overview of the number of enquiries made by the clients and a number of quotes sent to the clients and total number of orders placed by the clients and lastly the total number of invoices sent to the clients.


 

This page has details about the user login activity. Each time, the user login on the system it gets recorded.



 

This module has details relating to user system activity. Each action performed by the users would get recorded on this page.