Work Report Overview

Background

In real-world CRM business scenarios, employees need to regularly report on their work progress, creating periodic summaries to facilitate subsequent business processes. Additionally, Reports serve as a communication channel between managers and subordinates to discuss work developments.

Definition

A structured format for employees to report periodic work progress. When creating a new work Report, users can select the corresponding reporting cycle (daily, weekly, or monthly) to summarize their work. Team members can also provide feedback on the Report.