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...
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...
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 ...
We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to a...
I need to build a report that gives me all customers with a column that lists if they are active or inactive. I do not see that particular option in building a report or current reports.
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...
...aken and reclassify the ones that are related to an existing job. Allowing for a customizable option through permissions will make the reclassification process efficient for reporting and call l...