agile Reports Update!
Based on your feedback we have deployed some new reports to help you manage your business!
- Sales by Entry Date (with optional LED filter)
- Invoices
- Agent Activity Reporting
Sales by Entry Date (optional LED filter)
(Sales Folder)
This report will allow you to enter both the order entry and ship date ranges and provides the ability to display orders with LED primary and secondary light sources.
Invoices
(Sales Folder)
This report will replace the existing 4 Invoice reports – invoice by selected Date range, Invoice by Month, invoice by Customer and Invoice by Manufacturer into one report.
Agent Activity Reporting
(Executive Folder)
This report is similar to the one in the briefing book, but can be run for any date range you choose and will show you quote, orders, and project follow up activity for your agency personnel.
