/
Reports

Reports

Below is a list of the reports by category available in BUZ 

Navigating to Reports:

Untitled video.mp4

 

Sales

Leads Analysis (Detailed) - Detailed report on lead status by rep 

Sales Analysis - Report on Sales which can be filtered by rep, order type, orders status and date. This report is also the commissions report, GP report and Variance.

Leads Analysis (Summary) - Summarised report on lead status by rep

Products Analysis - Product report on Inventory group and order status

Leads Analysis by Branch (Summary) - Summarised report on lead status by branch 

Leads Sources - Lead report on Marketing sources to determine what marketing is working 

 

Workflow

 

Financial

Banking Transactions Summary - This report is based on created banking deposit slips in BUZ. This report will be blank if the deposit slips haven't been created in BUZ. More help can be found here about creating deposit slips.

 

Banking

  1. Bank Reconciliation BANKING - Bank Reconciliation.pdf

  2. Deposit Slip Cheques BANKING - Deposit Slip Cheques.pdf

Related content