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Search results for:report folders
Report Group Folders
Organize your Report Groups with folders… To add your Report Groups into the Report Group Folders, you can click on the name of the Report Group… Adding Report Groups to Report Group Folders
How to Generate a Proposal
How to create and export quotes, proposals, and reports for your projects… You will then see all of your Report Group Folders and Report Groups populated in a list in the "Create… To create a report, open your project and click "Reports" in the left nav bar and then click "+Add Report
Company Page Folders
Organize your Company Pages with folders… If you'd like, you can also create folders within folders for further organization… You can also create folders and sort your Report Groups. Learn more! We hope this helps!
Hiding Report Groups (Enterprise)
How to hide Report Groups from your list to keep things tidy… To hide Report Groups from your list:… Enterprise users can use this feature to hide irrelevant Report Groups and prevent their list from becoming
Report Groups
Using Report Groups to set up your proposal template… Adding a New Report Group To add a new group, click +Add Report Group, then give it a name… Report Groups are groups of pages that are used to render your reports/proposals
Stock Inventory Report
An inventory report to display your current inventory… Stock Inventory Report Options… If you have the Stock module, here is how you can run a Stock Inventory Report
Sales Forecast Detail Report
Sales forecast report… Once you have selected the desired parameters, click the blue 'Run Report' button to generate the report… You can also make use of the Preset Dates, which allow for simpler report generation
Deleting a Report Group
How to permanently remove a Report Group from your company's list… What is a Report Group?… Deleting a Report Group
Work in Progress Report
The Work in Progress report (a.k.a. the WIP) details important project data, as well as labor progress for those using Install Time Tracking… The Work in Progress report is our newest report type located in the Reporting section of your account… both in the Report Totals section and the project's report
How to Remove a Page from a Report Group
Deleting Company Pages from Report Groups… What are Report Groups?… Report groups are groups of pages that are used to create your quotes/proposals