Need to recreate a preset report on dashboard
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Hi,
I need to recreate a preset report that's on the Dashboard so we can input a set date range. The preset report is Income by Category, Fees, Discounts. We need ours for May but we missed pulling it in June, and there's no preset option to get May's report as of this month.
Can we get the filter and/or report parameters so we can run it manually from the Leads page please?
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The Income by Category report is on your leads/events page in the reports field/box. Select the report and then you can select a date rate by clicking the select box under Fixed Rage on the left side menu.
The Income by Category report is on your leads/events page in the reports field/box. Select the report and then you can select a date rate by clicking the select box under Fixed Rage on the left side menu.
Hi Brittany,
We see the report in the leads page, but it does not run the same report. We are looking for the Totals of each category for rental category, fees, and discounts as it is in the Dashboard report.
Do you know how we can view the Totals of each category, fees, and discounts.
Thank You!!
Pam
ABB Moonwalk Rentals
508.759.2255
abbmoonwalks.com
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Hi Brittany,
We see the report in the leads page, but it does not run the same report. We are looking for the Totals of each category for rental category, fees, and discounts as it is in the Dashboard report.
Do you know how we can view the Totals of each category, fees, and discounts.
Thank You!!
Pam
ABB Moonwalk Rentals
508.759.2255
abbmoonwalks.com
Follow us on Facebook!
Follow us on Instagram!
I understand. I have a request in for our developers to add the fixed range option to this preset report for you to be able to pull the preset report for the specific dates needed.
I understand. I have a request in for our developers to add the fixed range option to this preset report for you to be able to pull the preset report for the specific dates needed.
Thank you so much!!
ABB Moonwalk Rentals
508.759.2255
abbmoonwalks.com
Follow us on Facebook!
Follow us on Instagram!
Thank you so much!!
ABB Moonwalk Rentals
508.759.2255
abbmoonwalks.com
Follow us on Facebook!
Follow us on Instagram!
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