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...
This is an odd one.During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system. Anyone have any tips??
Please vote for this idea!COMMUNITY-I-4942We'd love to be able to edit a projects status directly from the Project Dashboard instead of having to click into each project individually.
Hey guys!! I have an issue that I have been trying to work through for a little while and would love to see how you guys measure, and hold techs accountable to the set average ticket KPI. We track Opportunity Job Average and spiff based on a $400 + a...
I must be doing something wrong or have my settings wrong. I am trying to create a report but neither I or the owner have that button. What do I need to do to get that button. I am trying to see my jobs that are on hold.
Hello, I am curious if there is some way to generate a report that pulls call recordings at random for the purpose of reviewing them for training purposes. For instance- the calls would have time length parameters and call reasons and CSRs that would...
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| 04-19-2025 05:13 AM | ||
| 04-16-2025 09:21 AM | ||
| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM |
