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CSR Scorecard Report

Is there a report available that will allow me to export the information from the CSR Scorecard?

RQUIROZ by New Contributor
  • 1253 Views
  • 1 replies
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Discounts & Fees and Legacy Reports

We are looking to have the discounts and fees beta option be included somehow into the legacy reports for sales tax. We use Discounts and Fees on every job so when we run reports for sales tax it sounds like they are not showing up. Does anyone have ...

maria_fo by New Contributor II
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  • 1 replies
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Error in Report after ST update

After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...

pblwayne by New Contributor III
  • 1962 Views
  • 2 replies
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TSYS Reports

Anyone else having issues with the TSYS reports not reflecting thru today's date 10/25/2022. I have deposits in our account but aren't reflecting on the TSYS reports at all. 7 deposits and none of them appear on the TSYS report. Thanks. Jennifer Firs...

Resolved! How to track which CSR & Technician report

We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?

Kayladeej by New Contributor III
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Report export with location included

Hello, I am looking for a way to export my technician service calls/reports that include the business unit as well as city location for the customer. Is there a way to be able to export the file as an excel sheet with that included information?

Dismissed Call Report

We are very data driven. It's come to my attention that when I run a report of dismissed leads, it doesn't give me the reasons why I dismissed them. This really limits what I can do with that - how am I supposed to remarket to those people based on w...

Ventirght by New Contributor
  • 1287 Views
  • 0 replies
  • 1 kudos