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54
Customized reporting
- In progress
- Subscribe
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Loulu Lima |
I need to be able to pull reports on all my fields. Ex - I need to know when my contact as an ID on file that's expiring.
I've modified Deals to highlight commissions for each agent and I need to be able to run reports so I know what to pay them.
Essentially, I'm looking for customized reporting throughout the system.
Activity Newest / Oldest
Bryan Mills
ADD: Invoice Product Items. Track the number of items sold daily, monthly, quarterly, and yearly (at the price sold, in case of adjustments).
Mike
Status changed to: In progress
Sana' Rasul
I would like the ability to pull a report on the hours logged by all of my team members, broken down by project, client, dates, etc.
Noel
Merged with: Reporting