1
Choose what to measure
Open the reporting or dashboard area and pick the activity, goal, or result your team wants to track.
All features
Feature guide
Use Auto Report with confidence
Purpose This feature sends or prepares recurring business reports for operational visibility. How to use it Use it when managers or teams need scheduled reports on customers, leads, projects, tasks, tickets, or finance. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.
How to use Auto Report
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Set filters and timing
Use date ranges, users, customers, or status filters to focus the view on useful data.
3
Read the trend
Compare the numbers with recent activity so the team can see what changed.
4
Decide the next move
Turn the report into a follow-up, process change, or goal adjustment.
Where it helps
Auto Report helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Auto Report?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
