I need a report from Jan 1-Now of Customers that have used our services this year only 2023. I will be using this list to send out Christmas cards. When trying to run it from the customer list report it's showing all lifetime customers even though I ...
Our Job Types could use some house cleaning, and I want to figure out which ones we use the least! Does anyone have a report that they like to use for Job Types?
How do i create a list of our commercial salesman's customers? I tried sorting by tags but ST does not have a sort by tags option.
I need to build report showing materials only with a specific material. I cannot figure out how to, i don't want it done by item or task, as our install jobs done use that we use it only in materials
Am I missing something? When I run the YOY trends -completed revenue report it puts it in a nice graph why when I add it to a custom dashboard am I just getting columns of data? Does anyone know a way around this or do I need to submit an Idea?
I am starting to schedule reports for follow ups for both leads and recurring service events. What is your best suggestion and time frame to do them? I want a report daily but not sure what the best time frame for the report would be...daily/weekly, ...
I'm looking to create (or find) a report that will let me know the frequency of tasks selected from the pricebook. I know there are some tasks that never get used so it may be a good opportunity to train on those items with the team or eliminate them...
Anyone know if there is a way to get the TSYS Settlement Report scheduled, where is will show the expanded data from the batches? I've been racking my brain for my accounting department trying to figure it out. Ultimately - what I need to see is the ...
The data on the Dashboard Heat Map is very helpful when monitoring marketing impact, Geo growth and year over year growth. After talking to Support there is not currently a way to export this data or create a custom report to see tha same data. Can a...
Having an issue running reports on warranty items. Wanted to know how many x we have installed vs. taken back under warranty. Creating a Warranty item in the price book doesn't help because its a task. Anyone have any ideas without effecting inventor...
