{"id":24462,"date":"2024-06-14T10:37:08","date_gmt":"2024-06-14T08:37:08","guid":{"rendered":"https:\/\/docs.prim.io\/prim-io-user-guide\/modules\/crm\/events\/operations-by-consumers\/"},"modified":"2024-06-14T10:37:08","modified_gmt":"2024-06-14T08:37:08","slug":"operations-by-consumers","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/events\/operations-by-consumers\/","title":{"rendered":"Operations by consumers"},"content":{"rendered":"\n

Interface for a detailed history of all transactions and issued documents performed by users of the system. It consists of Heather (1), Filter (2) and Score (3):<\/strong><\/p>\n\n

\"\"<\/figure>\n\n

Header (1)<\/h3>\n\n

In the Header (1) is the name of the report and a button to hide\/show the filter.<\/p>\n\n

Filter (2)<\/h3>\n\n

Filter (2) manages the data in Result (3) and you have the following options for filtering and managing the data:<\/p>\n\n

Filter<\/td>Description<\/td><\/tr>
Result<\/td>– View Operations– View Lines of operations– View Quantities<\/td><\/tr>
Period<\/td>Choose from a drop-down menu for which period to display your transactions. Works by creation date of operation. The possible options are:– Today– Yesterday– The last 7 days– Last 30 days– The last 365 days– Current month– Previous month– Current quarter– Previous quarter– Current year– Previous year– To date- shows all transactions to date, from the first entered into the system, regardless of date.<\/td><\/tr>
From date – to date<\/td>Filter by specific dates or period to display your transactions.<\/td><\/tr>
Show by<\/td>You specify what you want the Result to look like: – Operations ( will show columns with individual operations)– Groups of operations ( will merge individual operations into Sales, Orders, Logistics, Warehouse, Finance and Cash Flow)<\/td><\/tr>
Disable operations without movement<\/td>Removes all operations on which there is no movement. <\/td><\/tr>
Exclude employees without operations<\/td>Removes all employees from the list who have not made a single transaction. <\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Result (3)<\/h3>\n\n

You can see the documents\/series of documents found according to the criteria set by the Filter in the List (3). The table changes the information according to the Result type. <\/p>\n\n

  • When Operations View<\/strong> is selected, the result contains the number of operations performed by a specific user. Each line containing numbers is a link to a list of operations that form it.<\/li>
  • When View Rows of Operations<\/strong> is selected, the result contains the number of rows from the created operations. Each row containing numbers is a link to a list of rows and the operations that form it.<\/li>
  • When Quantity View<\/strong> is selected, the result shows the summed quantities in the transactions made. Each line containing numbers is a link to a list of operations that form it.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

    Interface for a detailed history of all transactions and issued documents performed by users of the system. It consists of Heather (1), Filter (2) and Score (3): Header (1) In the Header (1) is the name of the report and a button to hide\/show the filter. Filter (2) Filter (2) manages the data in Result […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":23592,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nOperations by consumers - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/events\/operations-by-consumers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Operations by consumers - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for a detailed history of all transactions and issued documents performed by users of the system. 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