Tag: Reports
- 2Reimbursable by WO #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
- 2Executive Summary by DateOur 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...
- 8Custom Report BuilderGive users the options to build their own custom data views and reports.
- 1Ability to run reports with a Smart List filterI 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...
