Report to See New Customer Over Time
I'd like to to pull a report that I can turn into a line or bar chart showing monthly new customers over time. Any suggestions to accomplish this?
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Posts
Lead Opportunities Double Counting
Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2117When we are looking at company wide close rates and opportunity job averages, jobs created from technician leads double count. It would be nice to be...
Better reporting on Cancelations on Dashboard
Please vote for this idea if you like it and get your friends to upvote it as wellCOMMUNITY-I-2115Not all cancelations are bad cancellations, but it would be nice if the cancelations reasons could be differentiated for those you want to count on the ...
Simple Math Equations on Reports
Please vote for this idea if you like it and get your friends to upvote it as well.COMMUNITY-I-2114While there is a wealth of information in custom reports, I find myself having to constantly export reports to perform simple math, and if those math e...
TSYS Reports
Anyone else having issues with the TSYS reports not reflecting thru today's date 10/25/2022. I have deposits in our account but aren't reflecting on the TSYS reports at all. 7 deposits and none of them appear on the TSYS report. Thanks. Jennifer Firs...
Best Practice for Reviewing AR
We are new to ST and our old processes are not falling into place as easily as I would like. We typically work out past due invoices pretty regularly, utilizing notes and being able to have CSR's easily see the aging on an account. I am not seeing th...
Pay Application Report
Does anyone know if it is possible to create a custom report with pay application data?
KPI's on an Accrual Basis
Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...
Customer Credit Report
I would like be able to see a report that has all current customers that have a credit on their account. The current report "Credit Available" does not show this. I worked with Service titian Tech support to create a new report that shows this and it...
Resolved! Cost vs. Sale price
Does anyone know of a report to show what you purchased items/ equipment at (cost) vs. what your markup is on the item (sold to Client) and how many of the items/ equipment was sold?
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Unanswered Topics
| Subject | Author | Posted |
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| 10-16-2024 10:59 AM | ||
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| 10-11-2024 07:12 AM | ||
| 09-27-2024 12:33 PM | ||
| 09-24-2024 12:19 PM |
