ALL STAR EVENT: Report
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We need a report that show the sales of a specific month with this items, contract ID number, date, customer name, gross amount, sales tax amount and total amount.
We have direct access to that report on the old version just with mark the month total sales on the overview screen.
Without that report is almost impossible to report sales taxes and pay commissions. Please advise. Our telephone number is 305-623-0058
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Just create a report with the fields you want like this one we use
then in the search sidebar pick the date range
and pick events that fit the statuses you want to include
you also might want to decided if you want income from date of event or date payment was made for tax purposes..
Just create a report with the fields you want like this one we use
then in the search sidebar pick the date range
and pick events that fit the statuses you want to include
you also might want to decided if you want income from date of event or date payment was made for tax purposes..
How do you get to that screen and get the right selections?
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ALL STAR EVENT: Report
Greg H.
Just create a report with the fields you want like this one we use
then in the search sidebar pick the date range
and pick events that fit the statuses you want to include
you also might want to decided if you want income from date of event or date payment was made for tax purposes..
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How do you get to that screen and get the right selections?
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ALL STAR EVENT: Report
Greg H.
Just create a report with the fields you want like this one we use
then in the search sidebar pick the date range
and pick events that fit the statuses you want to include
you also might want to decided if you want income from date of event or date payment was made for tax purposes..
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create the report how ever you want then go to the lead screen and pick the new report here in this box
then change teh dates and lead statuses to include on the left menu
create the report how ever you want then go to the lead screen and pick the new report here in this box
then change teh dates and lead statuses to include on the left menu
You need to be giving the report Fields a name you also need to make sure all the blanks are filled in and you have to be the admin of the account to be able to create a report or have workers permissions to create a report if you're using the workers module
You need to be giving the report Fields a name you also need to make sure all the blanks are filled in and you have to be the admin of the account to be able to create a report or have workers permissions to create a report if you're using the workers module
If you're familiar with filters you can also create a filter to include all of your events that you want included in the report and save that filter as part of your report building and that would eliminate some of your choices when doing the sort filter on the left hand side what I would do is create a filter with all of your completed event statuses first then when you create your report add that filter to that report status and then sort out by date
If you're familiar with filters you can also create a filter to include all of your events that you want included in the report and save that filter as part of your report building and that would eliminate some of your choices when doing the sort filter on the left hand side what I would do is create a filter with all of your completed event statuses first then when you create your report add that filter to that report status and then sort out by date
It used to just pop up on the old system when you went to the sales tab. Our accountant comes in every Saturday and this is not working for me so I know its not going to work for him.
It used to just pop up on the old system when you went to the sales tab. Our accountant comes in every Saturday and this is not working for me so I know its not going to work for him.
Once you create the filter and report it's very simple
Settings. Report. New reoort.
Name it
Add the fields you want to pull out
Save it
If you have created the filter add it before saving it
You can always add it to it after the fact.
Then open leads screen change to the new report view you just created
Date filter on left menu to what date period you need and decided if he wants payment date or event date to be the criteria used and when the leads populate export it to excel file and then he can do whatever he wants to with it
Actually you could create that file and email it to him if that says you money and him a trip
Once you create the filter and report it's very simple
Settings. Report. New reoort.
Name it
Add the fields you want to pull out
Save it
If you have created the filter add it before saving it
You can always add it to it after the fact.
Then open leads screen change to the new report view you just created
Date filter on left menu to what date period you need and decided if he wants payment date or event date to be the criteria used and when the leads populate export it to excel file and then he can do whatever he wants to with it
Actually you could create that file and email it to him if that says you money and him a trip
It will not let me save it and there are no warnings or messages saying why it wont let me save it
It will not let me save it and there are no warnings or messages saying why it wont let me save it
Message me on fb and we can set up a chat in the morning
https://www.facebook.com/share/xExyQcyC2ujF1ujq/?mibextid=qi2Omg
Message me on fb and we can set up a chat in the morning
https://www.facebook.com/share/xExyQcyC2ujF1ujq/?mibextid=qi2Omg
Hi Carl!
Do you still need assistance with creating this report?
Hi Carl!
Do you still need assistance with creating this report?
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