Difference between revisions of "NavBar - Reports"
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= Orders = | = Orders = | ||
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| + | With this page yu can report on one particular thing or combine multiple criteria to really narrow things down. | ||
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| + | <span style="font-size:large;">'''Some of the reports:'''</span> | ||
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| + | '''Match QuickBooks - Order Status "Submitted", Date Type "Costed" or Installed (on Order Estimate page) (whichever you use, if you put install date in the income transfers into QuickBooks for that date. So if you do it you should always do it. If you do not put the install date in it will go off of when you marked complete on the job costing page.), then put date range in.''' | ||
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| + | '''Revenue and COGS''' - All of this information is coming from Job Costing. If job costing is done it will be very close to what the income statement looks like in QuickBooks. Only very close because some items do not hit the job that were bought in bulk (consumables are only estimated as we don't count how many screws etc were used.) | ||
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| + | '''Primary Job Type''' - If you want to know revenue by department you can select the Primary Job Type and put your dates in. | ||
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| + | '''Lead Source''' - If you want to see revenue by the lead source select the one(s) you want and put in dates. | ||
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| + | '''Employee''' - If you want to see all order a rep created, sold, profit of each job etc. just select the rep under the Created by drop down and put in your dates. | ||
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| + | '''Payment '''- See Unpaid or Paid orders by choosing Payment Status | ||
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| + | '''Items Sold Status''' - If you want to see all clients that bought a humidifier or ones that need an extended warranty filled out for just go to add item and select the item from your price book and put you dates in. | ||
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| + | '''Date Type''' - This can be different dates used for the reports... meaning when it was created, submitted, installed, or costed... | ||
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| + | </div> | ||
= Pay Roll = | = Pay Roll = | ||
Revision as of 12:20, 26 January 2018
Contents
Commissions
Orders
With this page yu can report on one particular thing or combine multiple criteria to really narrow things down.
Some of the reports:
Match QuickBooks - Order Status "Submitted", Date Type "Costed" or Installed (on Order Estimate page) (whichever you use, if you put install date in the income transfers into QuickBooks for that date. So if you do it you should always do it. If you do not put the install date in it will go off of when you marked complete on the job costing page.), then put date range in.
Revenue and COGS - All of this information is coming from Job Costing. If job costing is done it will be very close to what the income statement looks like in QuickBooks. Only very close because some items do not hit the job that were bought in bulk (consumables are only estimated as we don't count how many screws etc were used.)
Primary Job Type - If you want to know revenue by department you can select the Primary Job Type and put your dates in.
Lead Source - If you want to see revenue by the lead source select the one(s) you want and put in dates.
Employee - If you want to see all order a rep created, sold, profit of each job etc. just select the rep under the Created by drop down and put in your dates.
Payment - See Unpaid or Paid orders by choosing Payment Status
Items Sold Status - If you want to see all clients that bought a humidifier or ones that need an extended warranty filled out for just go to add item and select the item from your price book and put you dates in.
Date Type - This can be different dates used for the reports... meaning when it was created, submitted, installed, or costed...
