07-20-2023 12:11 PM
Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?
Solved! Go to Solution.
07-20-2023 12:27 PM
The jobs data set as a KPI called booked by that will show you the person in the office who created the booking. There is also a lead created by if you are talking Lead Turn Overs. You can just set the data filter to completed by or sort by Job Status of Completed. You should be able to easily create a custom report to get at the data you are looking for. Hope that helps!
07-20-2023 12:27 PM
The jobs data set as a KPI called booked by that will show you the person in the office who created the booking. There is also a lead created by if you are talking Lead Turn Overs. You can just set the data filter to completed by or sort by Job Status of Completed. You should be able to easily create a custom report to get at the data you are looking for. Hope that helps!