Reports
- Sample Report: Weekly Install Square Footage Totals
- Create A Report
- Reporting Basics
- Sample Report: Number of Installs Per Month in a Year
- Report on Leads Converted to Jobs
- Sample Report: Number of Jobs by Account
- Sample Report: Sales Activities
- Sample Report: Job Material & Colors From Orders
- Create Inventory POs Without Tracking Items
- Delete or Rename a Report
- Create a Lead Field
- Inventory Report: Consumed Material
- Transition To Orders With Systemize
- Sample Report: Activity Details
- Sample Report: Number of New Jobs Per Month Per Year
- Report on a Lead Process
- Save A Report
- Sample Report: Phase Duration by Activity Date
- Save a Report with Specific Dates
- Sample Report: Activity Square Footages Listed By Phase in a Month