From daily to annual reports.
Choose a daily, weekly, monthly, quarterly or annual period.
See the actual stepsSales reports and export
The work you did.A clear report.
Turn saved work into report material suited to reading and handover.
01 · Start from
Current business information
Choose a daily, weekly, monthly, quarterly or annual period.
02 · Continue handling
Review and preparation
Review recorded business and report definitions, adding any context that needs explanation.
03 · You decide
Check, then continue
Export PDF, Word, Excel or CSV according to the purpose.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Organize recorded work together.
Review recorded business and report definitions, adding any context that needs explanation.
See the actual stepsExport for the purpose at hand.
Export PDF, Word, Excel or CSV according to the purpose.
See how to checkBefore you begin, get prepared.
Reporting scope: daily, weekly, monthly, quarterly or annual periods.
See application scenariosUse it for this specific task.
When reporting or handing over work from a period, organize recorded information by the reporting cycle.
See application scenariosFinish this step. Continue to the next.
Export PDF, Word, Excel or CSV according to the purpose. Retain the period and counting definitions when handing over.
See application scenariosFrom daily to annual reports.
Organize recorded work together.
Turn saved work into report material suited to reading and handover.
This feature's focus5
sales-report periods
Source: daily, weekly, monthly, quarterly, and annual reports, with PDF, Word, Excel, and CSV exports.
When to use it
Prepare first.
Make this task specific.
When reporting or handing over work from a period, organize recorded information by the reporting cycle.
Reporting scope
daily, weekly, monthly, quarterly or annual periods.
Business evidence
recorded customers, opportunities and work activity.
Complete steps
From the start.
To the next step.
Organize recorded activity across 5 periods: daily, weekly, monthly, quarterly and yearly. Export in 4 formats: PDF, Word, Excel or CSV. Check reporting definitions; reports do not replace a company audit.
01
Choose a daily, weekly, monthly, quarterly or annual period.
02
Review recorded business and report definitions, adding any context that needs explanation.
03
Export PDF, Word, Excel or CSV according to the purpose.
Understand the tool and human handling separately
What the tool handles.
What you decide.
From daily to annual reports.
Turn saved work into report material suited to reading and handover.
Review recorded business and report definitions, adding any context that needs explanation.
3 key points.
After confirmation, continue.
- The period and counting rules must be consistent.
- Business that was never recorded cannot be inferred from the report.
- Add necessary context before exporting so numbers remain connected to business facts.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
Clear.
Suppose a manager is reviewing this month's inquiry progress.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultCombine quotations and confirmed sales as the same outcome.
Distinguish business stages using the report's definitions and explain any context that needs to be added.
Connect the work from step to step
Make this step clear.
Connect the next step.
Export PDF, Word, Excel or CSV according to the purpose. Retain the period and counting definitions when handing over.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Reports depend on system records and selected definitions. They do not replace financial audits or statistics for unrecorded business.
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