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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
  • Report: How many sq feet did we install this week?
  • Training: Reporting Overview
  • 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

Categories

  • Getting Started
  • Sales Toolkit (CRM)
  • Training
  • Jobs
  • Accounts
  • Calendar
  • Reports
  • Users / Security
  • Technical
  • Inventory Edition
  • Frequently Asked Questions
  • I Want To ...
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