Reports
Topics: creating reports, useful sample reports, using filters, export to Excel...
- Exporting Data to MS Excel
- Using Filters
- Create a Report
- Sample Report - Activities
- Changing or Adding Calendar Views
- Training: Reporting Overview
- Report: How many sq feet did we install this week?
- Sales Leads - Creating Sales Reports
- Including files in packets
- Reporting Basics
- Sample Report - Phases
- Sample Report - measuring time between activities
- Sample Report - Products Ordered by Vendor
- Report: How many Installs did we do each month this year?
- Delete or Rename a Report
- Sample Report - Square Footage of Template Activities in a Month
- Report: How many new Jobs did we start each month in a given year?
- Save a Report with Specific Dates
- Sample Report - Number of Jobs by Account
- Find accounts without activity in the last year