by Alex Hamel | Jan 22, 2019 | Project
Booking Grid The booking grid is used for salespersons. When you want to find out by Salesperson each Quote and the amount they are quoted, along with the estimated amounts of each. This report is flexible and can be sorted by either Salesperson, Status between 2...
by Alex Hamel | Jan 22, 2019 | Project
Posted Deposit Report Shows you the list of all projects that are active and approved, but not invoiced. This report includes the deposit and...
by Alex Hamel | Jan 22, 2019 | Project
Outstanding Projects Report Gives you an idea of sales ($, GP) to come of projects that are not invoiced, based on the date of the project. The « Wide » format gives you a more general look as well as including more fields in the report, including GP %. The amounts...
by Alex Hamel | Jan 22, 2019 | Project
Salesperson Projects Report Gives the detail portion of the project. (Sections & Items) for a given period (based on the project...
by Alex Hamel | Jan 22, 2019 | General
Administrative Reports – General Rules and information When Office Automator is open, you will find all of the reports listed in the Administrative Repots tab at the top – left hand side of the screen. It is the third tab from the left named...
