Resolved! REPORT
How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022
Posts
New Report Option
We're hoping to be able to build a report to display the projected incoming cash flows for future scheduled jobs. It would be such a time saver rather than having to manually go into each job for multiple routes per day. Building budgets and planning...
Heatmap on the Dashboard
We are having an issue with our heatmap on the dashboard. We are located in Wisconsin, but when we pull up the heatmap it shows California. My boss has asked support about this issue. The answer he gets is we have addresses that are not verified and ...
Reports and Templates
Hello S.T. peeps, I have an issue. I have 4 CSR's, 2 of them when they click on the "Reports" heading have drop down menu's "Categories" and "Templates", and 2 don't. I have not been able to figure out which permission is not activated as one who doe...
Error in Report after ST update
After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...
Performance Pay for Employee Reports that show what has been paid to them and what hasn't been paid
We are looking to be transparent to our employees and want to make sure they know what has been paid and what is still owed to them
Report showing all estimates that have been invoiced
Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...
Resolved! Report for refund or credits?
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
Please Vote **Reporting on non-job events
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
Reporting on non-job events
If it exists someone please tell me where to find a report that will pull info off the non-job events. I know I can run a timesheet report but I need the info description and event name.... if y'all confirm this doesn't exist I'll add it as an idea!
