get-upnify-sales-report
Retrieve customizable sales reports from Upnify CRM by grouping data, selecting time periods, and specifying tax preferences. Requires authentication for secure access.
Instructions
Get sales report from Upnify with customizable grouping, period, year and tax options (requires authentication)
Input Schema
Name | Required | Description | Default |
---|---|---|---|
agrupacion | Yes | Group by: 1=Executive, 2=Group, 3=Line, 17=Industry, 4=Origin, 5=Country, 6=Region | |
anio | Yes | Year (2009-2025) | |
Yes | Upnify email address for authentication | ||
impuestos | Yes | Taxes: 0=Exclude, 1=Include | |
password | Yes | Upnify password for authentication | |
periodicidad | Yes | Period: 4=Monthly, 3=Bimonthly, 2=Quarterly, 1=Semiannual, 5=Biweekly, 6=Weekly |