Commercial reports
The sale, from request to contract.
- Leads by source
- Quotes and acceptance rate
- Sales by period
- By owner and team
A separately licensed module
Reports and statistics, the company’s figures, with filters and export
The reports cover sales, quoting, payments, stock, team activity and support, with filters by period, owner and category. Every report respects the user’s rights, can be exported and can be scheduled by email, so the information reaches the decision-makers without anyone compiling it by hand.
From $2,900 excl. VATone-time payment, no monthly subscription- Calculated on current data
- Filters and drill-down
- Controlled export
- Scheduled reports
- Rights on the information
Calculated on current data
Filters and drill-down
Controlled export
In short
Reports and statistics in a CRM, with filters and export. The reports cover sales, quoting, payments, stock, team activity and support. The Reports and analytics package. A permanent licence, installed on the company’s server, with unlimited users.
Works together with: Zarina SMART, Scheduled reports, Budgets and costs.
The problem
The situation today, when reports are built in spreadsheets
A report built by hand is correct on the day it was made and wrong the day after.
- Every report costs a day of work Exporting from several places, processing, formatting, sending. At every update, it all repeats.
- The figures do not match between departments Sales report one number, accounting another, each from a different source.
- The information arrives late The month’s report is discussed in the middle of the next month, when decisions can no longer change anything.
- There is no way to drill down A figure that looks bad cannot be broken down immediately by client, product or owner.
- Sensitive data ends up where it should not A file with margins and payments travels by email, to anyone on the list.
- There are no comparisons Without a reference to the previous period, the figures do not say whether things are going better or worse.
What the module does
What the reports module includes
The module adds a report centre on every area where the company produces data.
Financial reports
The money, not just the documents.
- Invoiced and collected
- Overdue amounts and ageing
- Margins, for the roles entitled to them
- Comparison across periods
Operational reports
What actually happens in the company.
- Activity by user
- Tasks completed and overdue
- Orders and deliveries
- Support and resolution time
Filters and drill-down
From the total to the cause.
- Period, owner, category
- Client or product
- Jumping to the list of records
- Saving the filters used
Export
The data can leave, under control.
- Export in spreadsheet format
- It respects the user’s rights
- By period
- The operation recorded
Scheduled reports
The information travels on its own.
- Sent periodically by email
- Configurable recipients
- Export attached
- Through the dedicated module
What changes
What changes in the first month after the reports module is switched on
The direct effects of reports being generated from the same database, in real time.
01
Meetings on figures, not on impressions
The same source for everyone.
- Reports generated on demand
- No files to merge
- No reconciliation
- A conversation about decisions
02
Decisions on time
The information no longer arrives late.
- Current data
- Comparison with the previous period
- Deviations visible
- A reaction within the current month
03
The causes, not just the symptoms
Any figure can be broken down.
- Drill-down by criteria
- Jumping to the records
- Saved filters
- Fast investigation
04
Administrative time recovered
Reporting no longer eats days.
- No manual processing
- Scheduled reports
- Export in one step
- A consistent format
05
Sensitive data protected
Transparency does not mean access to everything.
- Reports by rights
- Margins restricted
- No files by email
- Operations recorded
06
Comparability over time
The trend becomes visible.
- Previous periods
- Seasonality
- Trends
- An argument for planning
In the application
How a report is produced, step by step
The same mechanism for a sales report and for a support one.
- 1
The report is chosen from the report centre
The reports are grouped by area: commercial, financial, operational, personnel.
- 2
The filters are set
Period, owner, team, category, client or product, depending on the report.
- 3
The result is calculated on current data
There is no intermediate file. The report reflects the situation at the moment it is generated.
- 4
It can be drilled down
From the total you move to the list of records behind it, to see the cause, not just the figure.
- 5
It is exported, if needed
The export respects the user’s rights and stays recorded in the application log.
- 6
It can be scheduled
A frequently used report is sent automatically, at set intervals, to the chosen recipients.
Video tour
Reports and statistics, in short, inside the application
Coming soonThe video presentation of the module is being prepared.
Reports
The reports used most often
Of all the reports available, these are the ones that produce decisions.
Sales by period and owner
The basic picture of the activity.
- Value and number of documents
- By owner
- Comparison with the previous period
- Drill-down by client
Quoting and acceptance rate
Where the deals are lost.
- Quotes issued and accepted
- By product
- The level of the discounts
- Reasons for losing
Overdue amounts and ageing
The money that did not come in.
- Invoices past due
- Days overdue
- By client
- Prioritising collection
Activity and support
The team’s real work.
- Activities and tasks
- Tickets and resolution time
- Per user
- Comparison across periods
Rights
Who sees what in the reports
A report that shows everything to everyone becomes an internal security problem.
- 01
The reports respect the visibility on the data
A consultant sees the figures of their own portfolio, not those of the company.
- 02
Margins and costs have separate rights
Access is granted to the financial and management roles, not by default.
- 03
Rankings are optional
Comparisons between users are limited to coordination roles, if that is how it is configured.
- 04
Personnel reports are separate
Attendance and leave are seen by the human resources roles.
- 05
Export does not bypass the rights
There is no way around it: what is not visible in the report cannot be exported.
- 06
Operations stay recorded
Generating and exporting sensitive reports is logged.
Automations
What runs automatically in the reports module
Mechanisms that move reporting out of someone’s job and into the application’s flow.
Scheduled reports
The information arrives on its own.
- Configurable interval
- Chosen recipients
- Export attached
- Through the dedicated module
Saved filters
The analysis is not rebuilt.
- Your own filter sets
- Reusable
- Shareable, if you want
- No repetitive steps
Calculated on current data
There are no stale files.
- Generated on demand
- No processing steps
- Automatic comparison
- Predefined periods
Alerts on deviations
Problems surface on their own.
- Thresholds on key indicators, where they are configured
- A notification to the owner
- Checklist
- A report on deviations
The link with the central dashboard
The overall picture is permanent.
- Indicators in the dashboard
- Jump to the detailed report
- The same data source
- No differences between screens
Export for external analysis
The data can travel further.
- Spreadsheet format
- By period
- Respects the rights
- Recorded
Who sees what
Protecting aggregated information
A report concentrates the company’s most sensitive information into a single file.
- Checks at data level Restrictions are applied at query time, not by hiding columns in the interface.
- Exports are recorded Every export stays in the application log, with user and date.
- Protection inside exported files Spreadsheet files are protected against executable formulas, a real security issue.
- Scheduled reports go to set recipients The list is configured by the administrator, not filled in freely at every send.
- No uncontrolled copies Reports generated in the application replace files sent by e-mail and left on devices.
- Data on the company server The computation runs locally, in your own installation.
What you need
What needs to be prepared to put the reports module into operation
We handle the configuration at implementation, based on the decisions you actually make.
01
The reports that matter
Few and actually used.
- What is discussed in meetings
- What drives decisions
- What is reported outside the company
- Agreed together
02
The classification structure
Without it, reports are flat.
- Customer and product categories
- Departments
- Tags
- Configured at implementation
03
Rights over information
Who sees what.
- Roles with access to margins
- Roles with access to staff data
- Rankings, if wanted
- Reviewable later
04
Historical data
Comparisons need history.
- Import of earlier documents
- The period taken over
- A check before saving
- Agreed at implementation
05
Recipients of scheduled reports
The information has to reach someone.
- Recipient lists
- Frequency
- Format
- Agreed together
06
Scheduled tasks on the server
Needed for sending.
- Active scheduled task
- Configurable interval
- Diagnostics on failure
- Checked during implementation
What it does not do
The limits of the reports module, stated explicitly
The module produces operational reports. It is not an advanced analytics platform and it does not produce statutory statements.
- It is not a business intelligence tool Complex multidimensional analysis, modelling and pixel-level custom dashboards belong in dedicated tools, built on the export.
- It does not produce official financial statements The reports are for management. Statutory reporting stays with accounting.
- It only shows what gets recorded A report cannot make up for activity that was never entered in the application.
- Heavy reports can take time On large volumes, a multi-year report is generated in a few seconds, not instantly. We recommend filtering by period.
- It does not interpret the figures for you Explaining variations in plain language can be obtained through the AI analytics module, with its own limits.
- Comparisons need history In the first months, percentage variations have no useful reference.
Who it is for
When this module makes sense and when it does not
We prefer to say from the start in which situations the module is not worth its cost, so the sales conversation does not begin with the wrong expectations.
It makes sense if
The situations in which the module pays for itself quickly.
- Reporting is done manually, at month end
- The same figures are calculated differently by different departments
- You want filtering by period, agent and product
- You need an export for further analysis
It does not make sense if
The situations in which we recommend not buying it now.
- The data volume is too small to produce conclusions
- Reporting is done by accounting and that is enough
- The modules that produce the data are not licensed
- Nobody will use the reports
How to buy
How the reports module is licensed
The module is activated through the licence and completes the central dashboard in the core.
A separately licensed module
It contains the report centre, the filters, the drill-down and the export.
What the core includes
Users and roles, customers and contacts, lead and sales pipeline, custom fields, 15 interface languages and the central dashboard.
Together with scheduled reports
For automatic sending you use the scheduled reports module.
Pricing and configurations
Package composition and prices by edition are on the pricing page.
CRM implementations
Companies that have trusted Zarina CRM
Price, warranties and implementation
Reports and analytics: what it costs and what you get
You pay once. Everything that follows is written here, not in hidden conditions.
The price
It is part of the Advanced reporting package: $450 + VAT, on top of the core ($2,320). Bought separately, together with the core: $2,770.
Cheaper in a bundle. The tiers group several packages at a price lower than their sum:
- Pro5 packages + core$3,480−34%
$5,280 - Business8 packages + core$4,640−38%
$7,460 - Enterprise13 packages + core$6,970−31%
$10,080
List prices, excl. VAT, one-time payment, unlimited users. The struck-through price is the sum of the packages bought individually. Current offers apply on the pricing page.
Subscription or licence
What you pay over time for a subscription CRM
Over 3 years, the subscription costs $10,480; the Zarina Pro licence costs $3,480, once.
An indicative comparison: enter the subscription price you pay now. The licence does not grow with the number of users.
What you get
- A lifetime licence, with no subscription and no per-user charge
- Unlimited users, on the same licence
- 6 months of warranty on correct operation: fixing errors and inconsistencies
- Implementation, configuration and team training, included in the price
- The licence is verified locally, on your own server: the application does not depend on our servers to work
How long it takes and what is needed
- 48 hours in the standard configuration; up to 14 working days with customisation around the company’s workflow
- Your own server or web hosting with cPanel, with an SSL certificate
- PHP 7.4 or newer (8.x recommended) and MySQL / MariaDB
- The PHP extensions mysqli, json, mbstring; curl, gd and zip for integrations, PDF and exports
- One cron task, for reminders and automations
Where data lives
- The data stays on your server and does not pass through ours
- Roles and rights per user, two-factor authentication
- An audit trail and limits on login attempts
- Consents and data subject requests, managed in the application
- Digitally signed updates and backups from the application
Frequently asked questions
Questions about reports and analytics
Are the reports calculated in real time?
Yes, on the current data at the moment of generation. There are no intermediate files that can go stale.
Can a consultant see the company figures?
No. Reports respect data visibility: everyone sees their own portfolio, and the company-wide picture is limited to management roles.
Can I see why a figure looks bad?
Yes. From the total you move to the list of records behind it, with filters by customer, product, owner or period.
Can they be sent automatically by e-mail?
Yes, through the scheduled reports module: interval, recipients and an attached export, without anyone generating them manually.
Can I export the data for analysis in another tool?
Yes, in spreadsheet format, by period, respecting the user’s rights. The operation stays recorded.
Are margins visible to everyone?
No. Access to cost and margin is granted explicitly, to finance and management roles.
Does the module replace a business intelligence tool?
No. It covers the operational reporting management needs. For complex multidimensional analysis you use the export into a dedicated tool.
How long does a multi-year report take?
A few seconds, depending on volume. For very wide queries we recommend filtering by period.
Can I save the filters I always use?
Yes, and the saved set can be reused, so the analysis is not rebuilt every time.
Do the reports explain the variations?
They show the figures and the comparisons. Plain-language interpretation can be obtained through the AI analytics module, with a human checking the result.
Product sheet
Get the complete product sheet by email
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
- The platform core and the 13 module packages, with what each one contains
- The features and modules of the edition you choose, plus available integrations
- Full pricing and what it includes: installation, training, data import, warranty
- The native integrations available and the situations where the platform is not a good fit
No monthly subscription
Take control of your operations, once
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.