Sales reports · automatic and scheduled: Monday's report, delivered without anyone asking.
Say once "send me the week's sales every Monday at 08:00" and the report arrives on its own, by email or WhatsApp. Need to work the numbers? Download it to Excel in one click.
Three ready-made reports
What most teams actually need.
01 / 03
Sales by customer and product
What you sold in the period, by customer and by product — filtered to one rep whenever you like.
How it works
Set it once, get it every time.
- 01
Pick the report
Sales, stock or overdue debts — in Reports → Scheduled, or by asking emily.
- 02
Pick when
Every Monday at 08:00, at month end, whenever makes sense.
- 03
Get it where you want
By email, with the report in the body of the message, or on WhatsApp.
- 04
Excel in one click
Any report downloads to Excel, in the layout your team already uses.
In the car, on the way home
"Send the report to the team."
A report requested by voice
Need a different shape?
The three reports cover what most teams need. A different grouping — by region instead of by customer, say — is built for your company on request. Today, scheduled reports work with Cegid PHC.
FAQ
Frequently asked questions.
By email, the report is formatted in the body of the message itself, with nothing to open. If you need the file, download it to Excel in the app, in one click.
Yes. You just need your WhatsApp number on your profile — a one-time step in your own settings.
Scheduled reports work with Cegid PHC today. With Ahora ERP, you can ask emily the same questions directly.
Yes. Ask for one rep's sales report and it comes back covering only that person's customers and sales.
You might also like.
- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- For sales managersYour team's visits the same day, and sales by rep in one question.
- For business ownersVisibility without reports: just ask how the business is doing.
- Cegid PHCSales, margins, balances, stock and draft orders — by voice, straight from PHC.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Weekly sales report templateThe numbers a sales team should see every week — ready to copy, download or print.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.