ARTICLES

• Can you add a new Report to my system?
• How can I use Custom Exports to create customized Reports? 

• Accounting - Accounts Receivable 
• Accounting - Aging Summary 
• Accounting - Commission By Contact
• Accounting - Deposit Payments 
• Accounting - Tax 

• Analysis - Customer Analysis 
• Analysis - Orders vs Quotes 
• Analysis - Return on Investments 
• Analysis - Wins, Losses, and Outstanding 
• Analysis - Average Monthly Sales 
• Analysis - Customer Good Low Level Report 

 

• Efficiency - Graphic Comparison 
• Efficiency - Timer Report 

• Marketing - Order Item Summary 
• Marketing - Sales By Job Group 
• Marketing - Survey List 

• Sales - Orders By Customer 
• Sales - Outstanding Order Items 
• Sales - Outstanding Quote Items 
• Sales - Sales By Customer 
• Sales - Sales by Customer by Job Group
• Sales - Sales by Customer by Month 
• Sales - Sales by Customer by Year 
• Sales - Sales by Sales Rep 
• Sales - Sales by Sales Rep by Job Group 
• Sales - Sales Report 

VIDEOS