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Sale Report

Owned by Georgina Ganson
Last updated: May 29, 2023
2 min read

Purpose of Report:

Date Range

Purpose of Report:

Date Range

This report allows you to report on Member's previous availability with the following reporting Filters which then appear by Qualification

Mandatory Fields

  • Date from

  • Date To

  • Group By - Office or State

Optional Fields

  • Group Name

  • Compare With

  • State Name

  • Service Location

  • Compare Period

  • Office Name

2 Years

To Access:

  1. Reports - Finance Reports - Sales Report

     

     

  2. Enter Relevant fields

     

      

     

  3. Get Report

     

     If you click on the figures it will break down the offices to service locations

    Then Shifts

    If you select ”View log” it will allow you to export just that shift data to email, excel or pdf

     

To Send email

  1. Once the report is loaded you can click “Send Email” and the report will auto attached and you are able to use an email template and press send

 

To Print

  1. To Export please Select the highlight icon below then select the File Format

  2. Select either Excel or Pdf and it will download for you

     

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