Report for reserved equipment

Ryan F. shared this question 9 months ago
Answered

I am having difficulty trying to figure out how to run a few reports:

1. A Report that shows certain pieces of reserved equipment and the date they are reserved

2. A report that shows shifts that clocked in late for a shift or are in the red

3. A report showing completed leads that have a IO internal review on them

Comments (1)

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2

1. You would need to filter out the items you want to see. On the report you could list rentals name, book date?

2. You can only see clock in/out on payroll

3. I believe the filter for "survey" will pick up both google and io surveys. The best way to view these would just to go to Settings-->Reviews

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1

Thank you. For a report listing rental names and dates, I don't see how I can list rental names and a book date of some kind in the same filter or report? It seems like this data is stored under two different data types?

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2

If you use the rental names rented on a lead...(try Lead Rental Names?) and the book date from the lead...it should work.

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