Accessing Reports in Britixo CRM or Practice Management Software UK.

Introduction

Britixo CRM UK includes a comprehensive Reports section, giving you real-time insights into your business performance. From sales and expenses to project progress and staff productivity, these reports help you make data-driven decisions.

Reports are easy to access, filter, and export — making them valuable for both daily management and long-term strategic planning.

Step-by-Step: Accessing Reports

📊 1. Navigate to the Reports Section

• Log in to your Britixo admin panel.
  
  

• In the left-hand menu, click Reports.
  
  

• You’ll see multiple report categories such as Sales, Leads, Projects, Tasks, Finance, and more.
  
  

🔍 2. Selecting a Report Type

• Click on a report category (e.g., Sales Reports) to see available report formats.
  
  

• Choose the specific report you want to view, such as Total Sales by Staff or Monthly Invoices.
  
  

⚙️ 3. Applying Filters

• Most reports allow you to set date ranges, status filters, or assigned staff filters.
  
  

• Adjust these filters to narrow down your results.
  
  

📤 4. Exporting Reports

• Click Export to download the report in Excel, CSV, or PDF format.
  
  

• This is useful for sharing with your team or including in presentations.
  
  

💡 Best Practices

• Schedule a weekly review of key reports to keep track of business health.
  
  

• Use filters to compare performance across different time periods.
  
  

• Combine multiple report insights for a clearer overall picture.