PLANEX365 REPORTS & COMMUNICATION
Help managers review business activity and give teams the communication tools supported by their enabled workflows.
Business managers, team leads and communication administrators.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Start with the relevant business module and period.
Use the report detail and source records available to your role.
Create the next action or use the configured communication workflow.
Follow activity, delivery or usage information where supported.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Use focused reports for the questions each operations team owns.
Review stock summary, valuation, turnover, expiry and exception reports.
Follow lot trace and count variance where relevant.
Review production dashboards, costs and variances from the connected Production module.
Keep the report scope connected to its business module.
Use CRM pipeline, forecast, win-loss and calling-team reports.
Review customer and supplier aging or ledgers in Receivables and Payables.
Use the available Real Estate operational reports with the relevant project permissions.
Set up the account and template used by the relevant workflow.
Manage supported email accounts, sender-purpose mappings and templates.
Review sender readiness, domain-authentication status and permitted test actions.
Use supported document emails or scheduled CRM messages; delivery depends on provider setup, subscription and usage limits.
Keep the service requirements visible before the team starts using it.
Use supported WhatsApp conversations and templates with the configured business account and subscription.
Follow the applicable consent, template and record-access requirements.
Review in-app notifications and supported notification preferences.
Use summaries and drafts as help for the person doing the work.
Request the supported CRM summaries, follow-up drafts and activity-note assistance.
Review the generated output before using it in a business action.
AI requires enabled access, a configured provider, available credits and permission to the relevant record.
A report menu or provider setup screen is not proof of a released runtime.
Trial balance and financial-statement screens are currently planned; see the Accounting guide.
Website voice requires the explicit pilot and publish checks described in the CRM guide.
Telephone recording, routing, handover or outbound execution must be confirmed against the released provider and deployment gates.
Try a shorter search or show all topics.
BEFORE YOUR TEAM STARTS
This guide covers reports within the enabled business modules and their implemented communication workflows. Planned accounting reports and controlled voice runtimes remain explicitly labelled; no universal report builder or always-on messaging service is promised.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
Release-gated Confirm pilot, provider and release conditions before use.
COMMON QUESTIONS
Report scope follows organisation boundaries, permissions and supported record access. Some organisation-wide views require administrator access.
The relevant provider setup, subscription, usage limits and permissions still apply. Confirm the services required by your chosen workflow.
Website voice and telephone functions have additional pilot, provider and release checks. Use the CRM guide to review their current scope before enabling them.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.