Reporting

Resolved! How to turn Revenue off on the dashboard

There's got to be a way? We don't want everyone seeing the business' revenue.

Inventory Usage Report

Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...

Calls Requiring Parts Reporting

Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...

Export Customer Data

Is there a customer export that provided first and last names separately, instead of just name? I know how to do text to columns but it's a nightmare with over 20k records.

Resolved! Summation of Service Calls Completed

Is there a report available that provides the following:Service "Call Code" used by technician, The quantity of that Call Code. Over a Time PeriodSo, that you can see which "Call Codes" are the most common used. Then once you have that they can be so...

Dashboards

Is there a way to have CSR's only see the dashboards you give them access to? I have looked in setting under role permissions but it lumps all the dashboards together. I want them to be able to see the custom dashboard created for them not but the Mo...

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