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57 results
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05-16-2024
09:21 AM
Hi - can someone tell me how to run this report? We want to recognize our top spending clients. Thanks, Marilyn
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Creating Custom Reports
04-10-2024
04:33 AM
Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year a...
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Filtering Reports
04-02-2024
11:36 AM
Hello all! Our accountant is wondering if there is a report that can be ran daily to track meal breaks? Any advice will be helpful. Thank you!
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Creating Custom Reports
by
slosanowych
in Reporting
09-30-2022
09:04 AM
09-30-2022
09:04 AM
We would like to access our ST data using API. Unfortunately this is something we are not entirely familiar with. Is there anyone out there using API to pull data into a data repository, ...
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02-19-2024
06:29 AM
I need to create a report that lists all of the items on every PO on a project but I need help, please. The report needs to include the item descriptions to verify all fixture costs are account...
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Creating Custom Reports
01-23-2024
10:16 AM
1 Kudo
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 ...
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Drill Down Reports
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Edit Reports
We would really love it if there was a report that we could pull that would show the average drive time for technician routes. Currently we are manually tracking this but it would be a huge timesaver...
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Feedback
09-25-2023
02:09 PM
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 len...
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Scheduled Reports-Custom
10-24-2023
01:26 PM
How do i create a list of our commercial salesman's customers? I tried sorting by tags but ST does not have a sort by tags option.
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Creating Custom Reports
