Sales Report with Follow Up Sales

We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...

Shrinkage Report

Has anyone been able to create a shrinkage report? What I've noticed from the reporting side and dashboards is that there doesn't seem like a lot of great applications for when you are trying to understand your inventory or supply chain. Sure you can...

MGK by New Contributor
  • 3 replies
  • 1 kudos

Attachments Report

I don't know if this sounds crazy, but is it possible to request an Attachment Report?I feel like this can be beneficial especially if we wanted to pull a brag file together real quick from all of the pictures our technicians take.The report could of...

josh_via by New Contributor III
  • 1 replies
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Operations Cost

Good morning -I am looking for a report that will show daily / weekly / monthly operating costs.Looking for the ability to break down by department and show cost vs income. Any suggestions?

Forecasting Report

I am looking for a way to forecast busy and slow seasons so we can better anticipate how to schedule our office and technicians. Is there a report that can better show comparatives for how many calls came in and how many jobs were attended on a week ...

AmyD by New Contributor
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Preferred Payment Method Filter

It would be great if the Preferred Payment Method column on the Membership Detail Report would allow "Is empty" or "Is not empty" filtering to be able to display only memberships without a payment method selected, without having to export to Excel. I...

Resolved! Campaign Tracking

Hello all,I am trying to figure out which is the best report to run for our campaign tracking. I see that there are 4-5 different campaign reports. We are really wanting to track how many calls we are getting from each campaign and the revenue associ...