Report for prior months/years?
Answered
How can i run a report to show prior year/month bookings to show when leads were booked. want to get the same report as in old io version when you had to just clicked on the month and it gave you a breakdown of bookings, lead book date, amount, taxes paid. Appreciate any help on this.
The same question
Hello Frank,
I created a report for you called "Sales Report w/ Book Date" that you can use to help with this. Just make sure to put in the dates you want on the leads page make sure to filter for "complete".
Hope this helps!
Andre
Hello Frank,
I created a report for you called "Sales Report w/ Book Date" that you can use to help with this. Just make sure to put in the dates you want on the leads page make sure to filter for "complete".
Hope this helps!
Andre
Thank You!
Thank You!
Replies have been locked on this page!