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Zoho Creator Custom App (Tracking and Reporting App) -- 2

Brief:

Looking for a freelancer to build a tracking and reporting app using Zoho Creator.

Company Background

- the company is a training company that conducts classes

- App is to allow trainers to submit attendance for each class

Objective of App

- To automate / generate payout of trainer fees (based on the attendance)

- To automate / generate revenue recognition of program fees (paid by participants)

- To automate / generate attendance of participants (for them to complete the program)

Screens

- There are around 5 main screens

1. Form screen (input)

2. Report screen (revenue)

3. Report screen (cost)

4. Report screen (program)

5. Dashboard

Work Flow

- Trainer will log in to input the form after each training session

- Trainer will select the program type / session format / program batch and be presented with the respective form for input (different programs have different fields)

- Based on the program type / program batch selected, the form will auto-load the participant list (for checking of attendance)

- There are also other form fields.

- Total number of forms (1 for each program) = approximately 6 forms

- After input, the data is captured and presented as a report / table for the admin use

*Admin is able to upload the participant list for each batch (name of student)

Admin is able to upload the trainer list (for selection) in the form

In the report, admin user is able to:

- Filter by program type

- Filter by program batch

- Filter by period

And the corresponding report will be displayed.

There are 3 main types of reports.

The report tables are shown at a program / batch level.

1. Revenue recognition report

- The total number of hours attended for each session type by the participant

- The corresponding revenue that has been 'clocked' based on the attendance of the participant

2. Cost report

- The total number of hours / number of students clocked by the trainer

- the corresponding cost / payout to be paid to the trainer

3. Program attendance report

- The total number of hours attended for each session type by the participant

- The corresponding number of hours completed by the participant (and the breakdown of hours and date / time of each session)

Additional functions:

- System can send out report to the admin on a periodic (monthly ) basis

- Reports can be exported / downloaded as csv

- Back end should allow admin to adjust the trainer rates and the revenue rates (which are inputs for the reports)

- Admin should be able to manually edit the reports (edit the inputs)

- Data can be pushed to Zoho CRM at a participant (student) level

Interested applicants:

Please PM with the following

- Are you a Zoho Creator (certified partner) - Yes / No

- Provide 3 most relevant examples of what was done on Zoho Creator (screen shots and URL)

- Cost and Estimated timeline

- Clarifications if any

More information on the form (fields), report (layout) and the workflow can be seen here in the recording below:

[login to view URL]

Skills: Zoho Creator

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About the Employer:
( 20 reviews ) Singapore, Singapore

Project ID: #26841558

5 freelancers are bidding on average $666 for this job

(2 Reviews)
3.8
Mohamedosamaa93

Hello Dear, Good day, I just read your job posting and it sounds like you need a Zoho CRM Consultant! Well, I am skilled in CRM delivery in an iterative approach (Requirements gathering - analyze - develop - demo - go More

$800 USD in 20 days
(0 Reviews)
0.0
m3enkech

Hi, I am a zoho creator specialist. From the description of the project. I am sure I can provide you with full app functionnalities and reports/dashbord, commented workflows and well organised code. Please do not hes More

$450 USD in 20 days
(0 Reviews)
0.0
gauravsharma1402

As per your requirement we have already done such work. As per our work concern we have experience in integrating different zoho platform to zoho creator, sms integration, payment getway. We have worked under certifie More

$556 USD in 25 days
(0 Reviews)
0.0
lambhiyamohit28

Dear sir, I read your project description & watched video and understood your requirements. This is my first bid on freelancer, but your project is not my first project. I have strong knowledge of Zoho Creator. Plea More

$722 USD in 15 days
(0 Reviews)
0.0