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breakdown of rental totals by client?

Hayim T. shared this question 10 years ago
Answered

Hi,


Is there a way to see a summary of all clients and how much each of their rental totals were this year?

Best Answer
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If you filter your leads to only see the ones you're interested in (status: completed, date range: Jan 1 - [today's date]), you can then run a report and pull the information you want into an Excel sheet.

More Information on reports here

Comments (1)

photo
1

If you filter your leads to only see the ones you're interested in (status: completed, date range: Jan 1 - [today's date]), you can then run a report and pull the information you want into an Excel sheet.

More Information on reports here

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