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Good afternoon. I need help running reports. I need to know how many sales let year were cash, how many were Zelle? My CC total is not matching the dashboard for total sales? Also my insurance agent is asking for a sales report for last year.
I also would like to run a monthly report to help with book keeping going forward. Thank you so much.
The same question
Hello,
I have created a report for you called "Payment Types". From your Leads/Events screen, use this field to search for your reports to run:
Here is our general article on reports, with related articles to guide you on building those. Please let us know if you need any assistance in building your monthly reports, or if you have any questions that we can answer.
Hello,
I have created a report for you called "Payment Types". From your Leads/Events screen, use this field to search for your reports to run:
Here is our general article on reports, with related articles to guide you on building those. Please let us know if you need any assistance in building your monthly reports, or if you have any questions that we can answer.
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