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Tag: Reports

  • 2
    Reimbursable by WO #
    3 years ago
    Zack
    open1
    Our Controller has suggested that it would be nice to be able to pull the "reimbursable" report by work order # instead of just by customer name. In our office everything is by the Work Order Number
    reimbursableReports
  • 2
    Executive Summary by Date
    3 years ago
    Zack
    open0
    Our Administrative staff loves this report but they can not pull it by date. When you pull the report it is at that current time and date. Is there a way to pull the report as of a certain date? This ... Read more...
    AccountingExecutive SummaryReports
  • 8
    Custom Report Builder
    3 years ago
    Michael
    approved4Offers to Contribute: $500.00
    Give users the options to build their own custom data views and reports.
    Aptora Report BuilderReports
  • 1
    Ability to run reports with a Smart List filter
    3 years ago
    Kimberley
    open0
    I currently use a Smart List in Customer/Jobs List to track certain customers that started using our services due to an employee referral. I would like to run a monthly sales report for just the cust... Read more...
    filtersReportsSmart Lists
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