Work Report Configuration

I. Report Object Configuration

Access Path: [Backend Management > CRM Platform Management > Object Management > Preset Object Management > Report]

1.1 Basic Information

Administrators can customize the report name, description, and other details.

1.2 Field List

Administrators can add or edit display fields for reports and configure field names for different record types.

1.3 Field Dependencies

Used to establish dependencies between fields. Currently, only dependencies between record types (parent) and review status (child) are supported.

1.4 Role Permissions

Administrators can set functional permissions for reports based on employee roles within the organization.

1.5 Layouts

• Includes detail page layout, create/edit page layout, list page layout, and mobile summary layout (also applies to web summary layout).
• Administrators can create new layouts or edit preset layouts, then assign them based on roles and record types.

1.6 Layout Rules

Supports dynamic display rules for report layouts. Fields can dynamically change based on specific conditions or during report creation/editing.

1.7 Record Types

Administrators can create record types for different business scenarios and assign them to specific roles. The system defaults to three record types (Daily Plan, Weekly Plan, Monthly Plan), with options to create custom types.
- Daily Plan: Daily work reports. Administrators can edit the record type and configure its layout.
- Weekly Plan: Weekly work reports. Administrators can edit the record type and configure its layout.
- Monthly Plan: Monthly work reports. Administrators can edit the record type and configure its layout.

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[PC/Web] Report Record Types

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[Mobile] Report Record Types

1.8 Validation Rules

Administrators can set validation rules for report creation/editing to block non-compliant data. Example: If an employee submits a report, the system checks whether their manager’s department is Sales. If not, an error message is displayed, and the submission fails.

1.9 Scenario Management

Default scenarios help users narrow report ranges. Administrators can also create custom scenarios and set priorities.

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[PC/Web] Report Scenario Switching

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[Mobile] Report Scenario Switching

II. Report Management (Report Template Management)

• Non-objectified reports: Only editable by Report Administrators.
• Objectified reports: Editable by Report Administrators, CRM System Administrators, or CRM Administrators.

1. After creating record types in [Object Management > Report], configure their basic info in [Report Management / Report Template Management] to display them in the frontend.
2. Click Edit to configure applicability, reporting cycle, statistics settings, and other basics for each record type.

Notes:
1. Report Administrators must be assigned by the system admin in [Management Role Configuration] under Feeds Management.
2. Report templates cannot be duplicated.

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Report Management - Edit

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Assign Report Administrator Role

Key Settings:

a. Reporting Cycle: Daily, weekly, or monthly.
b. Enable Statistics: When enabled, BI Reports generate statistical data for custom metrics and charts. See [How to Use Work Reports] for details.
c. Fixed Reviewer: Sets a default unmodifiable reviewer for applicable users.
d. Minimum Cc Scope: Defines the minimum Cc range for reports. Users can add but not remove recipients from this range.
e. Submission Start Time: Reports cannot be submitted before this time (“Submission not allowed outside the designated window”).
f. Deadline: Reports submitted before this time are marked “On Time.” Daily reports can set the deadline to the next day.
g. Reminder Time: Sends Chats reminders n hours before the deadline to applicable users.
h. Allow Late Submission: If enabled, reports submitted after the deadline are marked “Late.” Otherwise, submissions are blocked.

Note: Start time, deadline, and reminder time can only be set in whole hours (no minute-level precision).