Difference between revisions of "Appointments Reports"
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| − | <menu | + | <menu align="center" name="myMenu"> |
More Detail= | More Detail= | ||
[[Appointment]] | [[Appointment]] | ||
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[[Support Logs]] | [[Support Logs]] | ||
[[Support Pricing]] | [[Support Pricing]] | ||
| − | </menu> | + | </menu> |
| − | == Overview == | + | == Overview == |
| + | |||
| + | Selecting the Appointment Reports icon will open the Report Selector menu displaying the list of Appointments related reports. | ||
| + | |||
| + | ==== How to Use Appointments Reports ==== | ||
| + | |||
| + | *Select [[Appointment]]s | ||
| + | *Select Appointment Reports | ||
| + | |||
| + | ==== Appointments Reports Detail ==== | ||
| + | |||
| + | *[[Appointments List]] - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted | ||
| + | *Appointments Reports - List of appointments showing service, rates and totals | ||
| + | *[[Customers on Support List]] - List of customers on the support list. | ||
| + | *[[Feedback Report]] - List of customers on Support List with Feedback notes | ||
| + | *[[Global List]]- List of all entities in ERP from Employees to customers and suppliers and marketing contacts | ||
| + | *[[Source List]] - List of contact sources available | ||
| + | *[[Support Log List]] - List of support calls showing issue and resolution | ||
Latest revision as of 17:16, 21 June 2011
Overview
Selecting the Appointment Reports icon will open the Report Selector menu displaying the list of Appointments related reports.
How to Use Appointments Reports
- Select Appointments
- Select Appointment Reports
Appointments Reports Detail
- Appointments List - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted
- Appointments Reports - List of appointments showing service, rates and totals
- Customers on Support List - List of customers on the support list.
- Feedback Report - List of customers on Support List with Feedback notes
- Global List- List of all entities in ERP from Employees to customers and suppliers and marketing contacts
- Source List - List of contact sources available
- Support Log List - List of support calls showing issue and resolution
