In reports, when I specify a range of dates, some interactions do not appear

In Simple CRM reports, you can filter interactions by date range.

When reviewing the report, it may happen that some interactions do not appear, or conversely, some interactions outside the date range appear. Why? Why?

For example, when you start a sales process, you often close the sale several days or even weeks after the first contact with the prospect.

Example :
You contact the prospect for the first time on September 7.
The interaction start date is therefore set to 07/09/2015, with the interaction type "Sales - 1 - Contact".

You close the sale on October 15. On that day, you change the interaction type to "Sale - 6 - Sale won". It is thus the 15/10/2015 that you sold your products or services.

The date that is taken into account is the update date (date present in the Interactions under the buttons of the "Document" space):


Simple CRM therefore only takes this date into account:
if you request the September sales report, this sale does not appear in the report
if you ask for the October sales report, this sale appears in the report because it was in October that the sale was concluded.

Another point to emphasize: if you place a customer invoice in PAID invoice, the payment date will be the update date. However, this date may be wrong. Suppose you check your company's bank account once a week, on Fridays, the actual payment may have (for example) been made on Tuesday. You can then, if necessary, click on the "Update date" to change it and choose the actual date of the cashing.

How do I save custom reports?

Recommended method: Simple Links
You can create custom reports and store them as Simple Links.

Full explanation on: http://www.simple-crm-support.com/2017/08/simple-links-creation-de-liens-et-de.html


Alternative but less effective method: Chrome and Gmail account
If you modify pre-configured reports, or if you create your own reports and want to keep them, just save the results page in FAVORITE from the web browser CHROME, web browser associated with an email address GMAIL.

Indeed, your favourites will be saved in your GMAIL address. So, if you change computer, you just have to identify yourself on this new computer in Chrome, via your GMAIL address, to find all your custom reports.

How do I get a report for a company?

To obtain a report on a single company, in the Analytics module (menu up -> Analytics), you can filter the results for a company.

If you want a report for all companies, grouped by company, do not filter by company, and in the "View" field, select "Pipe by company".

How to manage time spent in Simple CRM?

First of all you must activate the time spent management in the Simple CRM parameters.

To do this, go to the CRM Admin (top menu -> CRM Admin) then click on the tab "12. Parameters". Select the check box "Enable time management, then click Save.

Entry of time spent

You can now capture, in each interaction, the time spent doing the work.

For this, two methods :

1) Using the Start/Stop buttons
As soon as you start working on an interaction (preparation of a quote, completion of the service, time spent on the after-sales service...), click on the Start button.

Once the work is finished, click on the "Stop" button. The working time is time stamped in the Note field of the interaction.

2) Use of time spent fields
To view or change the total time spent on an interaction, click the "pencil" button next to the Start button.
You can then view or modify the total time spent on an interaction.

Once one of these two actions has been performed (Start/Stop or pencil), record the interaction. The total time spent is timestamped in the Note field of the interaction.

Cumulating time spent on a Simple CRM Project

On the Project list (top menu -> Project), you can now see the total time spent on each Project. This is the sum of the time spent on each interaction related to the Project.

This information is also available on the details of a Project.

Calculation of labour costs

To obtain the cost of the work performed, you must first enter the hourly cost of each employee in each user profile.

To do this, modify each user's profile (top menu -> CRM Admin -> Click on the user ID) and enter the hourly cost in the "Hourly cost" field, then click on Save.


The Analytics module (left menu -> Analytics) shows below the interaction budget, the cost of the work done on the interaction (if the time spent on the interaction is greater than 0), in the form of a second negative budget.
This cost is subtracted from the totals of the analytical lists.

How to export a commercial report in PDF?

1) If you have not installed a PDFCreator "PDF printer", download and install PDFCreator for free here: http://www.pdfforge.org/pdfcreator/download (click on "Download" below "PDF Creator 2.0 and install the software)

2) In Simple CRM, select the desired report (for example: application launcher -> Reports -> Sales pipe)

3) Modify the filter if necessary and click on "Apply filter".

4) Print the page by pressing Ctrl + P on the keyboard) Select the "PDFCreator" printer and follow the instructions