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...
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'...
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...
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...