Create Report
Answered
what steps do i have to do to create a report of completed customers from 2016- now.
how do i create the report or filters . do not understand at all.
what steps do i have to do to create a report of completed customers from 2016- now.
how do i create the report or filters . do not understand at all.
The same question
Go to Settings-->Reports. You can create a "customer" report...here you enter the columns you want, customer name, phone number, etc. If you go to the filters you also can create a filter you want to save to go along with the report. Even though this isn't a video on the exact type of report-here is a video that might help.
https://www.youtube.com/watch?v=A7UxJqNzyHY
Go to Settings-->Reports. You can create a "customer" report...here you enter the columns you want, customer name, phone number, etc. If you go to the filters you also can create a filter you want to save to go along with the report. Even though this isn't a video on the exact type of report-here is a video that might help.
https://www.youtube.com/watch?v=A7UxJqNzyHY
Replies have been locked on this page!