{"id":8716,"date":"2021-06-09T20:04:14","date_gmt":"2021-06-09T13:04:14","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8716"},"modified":"2021-07-19T13:05:31","modified_gmt":"2021-07-19T06:05:31","slug":"crm-trinh-huong-dan-bao-cao-reports-wizard","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-trinh-huong-dan-bao-cao-reports-wizard\/","title":{"rendered":"[CRM] Tr\u00ecnh h\u01b0\u1edbng d\u1eabn b\u00e1o c\u00e1o (Reports wizard)"},"content":{"rendered":"<h1>Tr\u00ecnh h\u01b0\u1edbng d\u1eabn b\u00e1o c\u00e1o (Reports wizard)<\/h1>\n<h4 id=\"C\u00e1ch_t\u1ea1o_b\u00e1o_c\u00e1o_m\u1edbi\">C\u00e1ch t\u1ea1o b\u00e1o c\u00e1o m\u1edbi<\/h4>\n<p>B\u1ea1n c\u00f3 th\u1ec3 thi\u1ebft k\u1ebf m\u1ed9t b\u00e1o c\u00e1o CRM m\u1edbi trong <strong> CRM&gt; B\u00e1o c\u00e1o <\/strong>:<\/p>\n<ul>\n<li>Nh\u1ea5p v\u00e0o <strong> Th\u00eam b\u00e1o c\u00e1o <\/strong> \u1edf g\u00f3c tr\u00ean c\u00f9ng b\u00ean ph\u1ea3i:<a href=\"\/images\/qanda\/crmreports.png\" data-slb-active=\"1\" data-slb-asset=\"1585768623\" data-slb-internal=\"0\" data-slb-group=\"951\"><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/ca3\/crmreports.png\" alt=\"crmreports.png\" title=\"\"><\/a><\/li>\n<li>Ch\u1ecdn th\u1ef1c th\u1ec3 CRM m\u1edbi b\u00e1o c\u00e1o \u2013 hi\u1ec7n t\u1ea1i, b\u00e1o c\u00e1o c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ea1o cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, th\u1ecfa thu\u1eadn, s\u1ea3n ph\u1ea9m, h\u00f3a \u0111\u01a1n ho\u1eb7c ho\u1ea1t \u0111\u1ed9ng:<img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/0e0\/crmreports1.png\" alt=\"crmreports1.png\" title=\"\"><\/li>\n<li>Trong Tr\u00ecnh h\u01b0\u1edbng d\u1eabn B\u00e1o c\u00e1o, h\u00e3y \u0111\u1eb7t t\u00ean b\u00e1o c\u00e1o m\u1edbi, m\u00f4 t\u1ea3 v\u00e0 b\u00e1o c\u00e1o \u0111i\u1ec1u ki\u1ec7n b\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng n\u00fat <strong> Th\u00eam <\/strong>:<a href=\"\/images\/qanda\/undefined\"> <img decoding=\"async\" src=\"\/images\/qanda\/undefined\" alt=\"\" title=\"\"><img decoding=\"async\" src=\"https:\/\/d57439wlqx3vo.cloudfront.net\/medialibrary\/73f\/73f7a8100fd2afd8ba226d6ba683ac9f\/39a614da4c60f4a89ab17476eb4181d8.png\" alt=\"\" title=\"\"><\/a><\/li>\n<li>Th\u00eam b\u1ed9 l\u1ecdc b\u00e1o c\u00e1o \u2013 ch\u00fang s\u1ebd gi\u00fap b\u1ea1n gi\u1edbi h\u1ea1n k\u1ebft qu\u1ea3 b\u00e1o c\u00e1o theo c\u00e1c th\u00f4ng s\u1ed1 \u0111\u00e3 ch\u1ecdn sau (v\u00ed d\u1ee5: th\u00f4ng s\u1ed1 b\u1ed5 sung \u0111\u00e3 \u0111\u01b0\u1ee3c th\u00eam v\u00e0o b\u00e1o c\u00e1o th\u1ecfa thu\u1eadn ti\u00eau chu\u1ea9n c\u1ee7a e \u201cng\u00e0y k\u1ebft th\u00fac gi\u1ea3 \u0111\u1ecbnh\u201d = \u201cnhi\u1ec1u h\u01a1n ho\u1eb7c b\u1eb1ng\u201d):<a href=\"\/images\/qanda\/undefined\"> <img decoding=\"async\" src=\"\/images\/qanda\/undefined\" alt=\"\" title=\"\"><img decoding=\"async\" src=\"https:\/\/d57439wlqx3vo.cloudfront.net\/medialibrary\/764\/76405ec75d19d8c9dcc1fae80bb7eabe\/e739b1c2b76f379b749170b45f897d4f.png\" alt=\"\" title=\"\"> <\/a><\/li>\n<li>N\u1ebfu b\u1ea1n mu\u1ed1n xem bi\u1ec3u \u0111\u1ed3 trong B\u00e1o c\u00e1o c\u1ee7a m\u00ecnh, b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn gi\u1eefa\u201d tuy\u1ebfn t\u00ednh \u201c,\u201d thanh \u201cho\u1eb7c\u201d bi\u1ec3u \u0111\u1ed3 h\u00ecnh tr\u00f2n \u201d t\u00f9y ch\u1ecdn xem:<a href=\"\/images\/qanda\/undefined\"> <img decoding=\"async\" src=\"\/images\/qanda\/undefined\" alt=\"\" title=\"\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/d57439wlqx3vo.cloudfront.net\/medialibrary\/b78\/b7806250099648aa116619d095113f18\/28367087f08fce19c1b22024255c67ba.png\" alt=\"\" title=\"\"> <\/a><\/li>\n<\/ul>\n<p>B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecdc th\u00eam v\u1ec1 B\u00e1o c\u00e1o trong <a href=\"http:\/\/www.bitrixsoft.com\/support\/training\/course\/index.php?COURSE_ID=55&amp;LESSON_ID=5432\" rel=\"nofollow noopener\" target=\"_blank\"> c\u1ee7a ch\u00fang t\u00f4i Kh\u00f3a \u0111\u00e0o t\u1ea1o <\/a>.<\/p>\n<h4 id=\"Th\u00eam_tr\u01b0\u1eddng_t\u00f9y_ch\u1ec9nh_v\u00e0o_c\u00e1c_c\u1ed9t_c\u1ee7a_b\u00e1o_c\u00e1o_CRM\">Th\u00eam tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh v\u00e0o c\u00e1c c\u1ed9t c\u1ee7a b\u00e1o c\u00e1o CRM<\/h4>\n<p>Hi\u1ec7n t\u1ea1i, ch\u1ec9 c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh c\u1ee7a c\u00e1c m\u1ee5c CRM thu\u1ed9c lo\u1ea1i \u201cchu\u1ed7i\u201d v\u00e0 \u201cdanh s\u00e1ch\u201d m\u1edbi c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c th\u00eam v\u00e0o C\u00e1c c\u1ed9t CRM. B\u1ea1n c\u00f3 th\u1ec3 th\u1ea5y c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh c\u00f3 s\u1eb5n \u1edf cu\u1ed1i danh s\u00e1ch tr\u01b0\u1eddng c\u1ed9t b\u00e1o c\u00e1o:<\/p>\n<p><a href=\"\/images\/qanda\/undefined\"> <img decoding=\"async\" src=\"\/images\/qanda\/undefined\" alt=\"\" title=\"\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/d57439wlqx3vo.cloudfront.net\/medialibrary\/fbf\/fbf08cea6b5575dbedfa69c7e571d836\/ae94090a6cfdb55398ed384e0f56ed20.png\" alt=\"\" title=\"\"> <\/a><\/p>\n<h4 id=\"Chia_s\u1ebb_b\u00e1o_c\u00e1o_v\u1edbi_nh\u1eefng_ng\u01b0\u1eddi_d\u00f9ng_kh\u00e1c\">Chia s\u1ebb b\u00e1o c\u00e1o v\u1edbi nh\u1eefng ng\u01b0\u1eddi d\u00f9ng kh\u00e1c<\/h4>\n<p>Hi\u1ec7n t\u1ea1i, c\u00e1c m\u1eabu b\u00e1o c\u00e1o CRM t\u00f9y ch\u1ec9nh ch\u1ec9 c\u00f3 s\u1eb5n cho ng\u01b0\u1eddi t\u1ea1o c\u1ee7a h\u1ecd. B\u1ea3n th\u00e2n c\u00e1c b\u00e1o c\u00e1o c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c xu\u1ea5t sang Excel v\u00e0 chia s\u1ebb v\u1edbi nh\u1eefng ng\u01b0\u1eddi d\u00f9ng kh\u00e1c (b\u1ea1n c\u00f3 th\u1ec3 t\u1ea3i t\u1ec7p b\u00e1o c\u00e1o CRM \u0111\u00e3 xu\u1ea5t l\u00ean th\u00f4ng b\u00e1o D\u00f2ng ho\u1ea1t \u0111\u1ed9ng v\u00e0 ch\u1ecdn ng\u01b0\u1eddi nh\u1eadn):<\/p>\n<p><a href=\"\/images\/qanda\/crmreports2.png\" data-slb-active=\"1\" data-slb-asset=\"1596479083\" data-slb-internal=\"0\" data-slb-group=\"951\"> <img decoding=\"async\" title=\" crmreports2.png\" src=\"\/images\/qanda\/crmreports2.png\" alt=\" crmreports2.png \" \/> <\/a><\/p>\n<h4 id=\"K\u1ef3_b\u00e1o_c\u00e1o\">K\u1ef3 b\u00e1o c\u00e1o<\/h4>\n<p>Kho\u1ea3ng th\u1eddi gian b\u00e1o c\u00e1o l\u00e0 kho\u1ea3ng th\u1eddi gian m\u00e0 b\u00e1o c\u00e1o s\u1ebd \u0111\u01b0\u1ee3c t\u1ea1o. B\u00e1o c\u00e1o s\u1ebd bao g\u1ed3m t\u1ea5t c\u1ea3 c\u00e1c y\u1ebfu t\u1ed1 (th\u1ecfa thu\u1eadn, kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng) \u0111\u00e3 ho\u1ea1t \u0111\u1ed9ng trong kho\u1ea3ng th\u1eddi gian n\u00e0y.<\/p>\n<p>Ngh\u0129a l\u00e0, th\u1ecfa thu\u1eadn s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o b\u00e1o c\u00e1o n\u1ebfu:<\/p>\n<p>\u2013 N\u00f3 \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o , \u0111\u00e3 ho\u00e0n th\u00e0nh ho\u1eb7c \u0111\u01b0\u1ee3c s\u1eeda \u0111\u1ed5i v\u00e0o kho\u1ea3ng th\u1eddi gian n\u00e0y.<br \/>\n\u2013 N\u00f3 \u0111\u00e3 \u0111\u01b0\u1ee3c ho\u00e0n th\u00e0nh c\u00e1ch \u0111\u00e2y kh\u00e1 l\u00e2u, nh\u01b0ng c\u00f3 m\u1ed9t tr\u01b0\u1eddng h\u1ee3p li\u00ean quan \u0111\u1ebfn n\u00f3 \u2013 cu\u1ed9c g\u1ecdi c\u1ee7a kh\u00e1ch h\u00e0ng, th\u01b0 t\u1eeb anh ta, b\u1ea5t k\u1ef3 ho\u1ea1t \u0111\u1ed9ng n\u00e0o kh\u00e1c.<br \/>\n\u2013 C\u00f4ng vi\u1ec7c tr\u00ean th\u1ecfa thu\u1eadn \u0111\u00e3 \u0111\u01b0\u1ee3c ti\u1ebfn h\u00e0nh trong giai \u0111o\u1ea1n n\u00e0y, nh\u01b0ng n\u00f3 v\u1eabn ch\u01b0a ho\u00e0n th\u00e0nh, ngh\u0129a l\u00e0 th\u1ef1c s\u1ef1 \u0111ang trong qu\u00e1 tr\u00ecnh l\u00e0m vi\u1ec7c.<\/p>\n<p><a href=\"\/images\/qanda\/undefined\"> <img decoding=\"async\" src=\"\/images\/qanda\/undefined\" alt=\"\" title=\"\"><img decoding=\"async\" src=\"https:\/\/www.1c-bitrix.ru\/upload\/medialibrary\/efc\/reporting%20period.png\" alt=\"\" title=\"\"> <\/a><\/p>\n<p>Trong tr\u01b0\u1eddng h\u1ee3p nh\u01b0 trong h\u00ecnh, t\u1ea5t c\u1ea3 c\u00e1c th\u1ecfa thu\u1eadn s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o b\u00e1o c\u00e1o, ngo\u1ea1i tr\u1eeb Th\u1ecfa thu\u1eadn 5 v\u00e0 Th\u1ecfa thu\u1eadn 7.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tr\u00ecnh h\u01b0\u1edbng d\u1eabn b\u00e1o c\u00e1o (Reports wizard) C\u00e1ch t\u1ea1o b\u00e1o c\u00e1o m\u1edbi B\u1ea1n c\u00f3 th\u1ec3 thi\u1ebft k\u1ebf m\u1ed9t b\u00e1o c\u00e1o CRM m\u1edbi trong CRM&gt; B\u00e1o c\u00e1o : Nh\u1ea5p v\u00e0o Th\u00eam b\u00e1o c\u00e1o \u1edf g\u00f3c tr\u00ean c\u00f9ng b\u00ean ph\u1ea3i: Ch\u1ecdn th\u1ef1c th\u1ec3 CRM m\u1edbi b\u00e1o c\u00e1o \u2013 hi\u1ec7n t\u1ea1i, b\u00e1o c\u00e1o c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ea1o cho [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8716","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8716","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8716"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8716\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8716"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8716"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}