Manage Your Reports

How can I see the Amount Due from my Project List?

Here's how you can add the Amount Due Custom Column to your Project List.

Written by Colin Connor
Updated over a week ago

How can I generate a statement for a company with all their open balances?

Here's how you can use your Custom Columns to see all the projects for a company with a remaining balance.

Written by Colin Connor
Updated over a week ago

Does the Dashboard report include taxes?

Find out if your Dashboard Sales report panel includes taxes.

Written by Colin Connor
Updated over a week ago

How can I download a sales report by teammate or sales lead?

Create sales reports per teammate to see how they’re doing

Written by Colin Connor
Updated over a week ago

How can I see my percent of conversions?

The easiest way to find your percent of conversions is through your Project List and a quick bit of math.

Written by Colin Connor
Updated over a week ago

How can I see how much my clients owe me from the dashboard?

Here's how you can quickly find the total amount due for your account from your Dashboard.

Written by Colin Connor
Updated over a week ago

How can I see all projects that were delivered in a year?

Here's how you can use the project list Custom Columns and the download to quickly see all projects that were delivered in a year.

Written by Colin Connor
Updated over a week ago

How can I see my total amount due on my projects for a specific date range?

Here's how you can see the total due amount on your projects for a given date range.

Written by Colin Connor
Updated over a week ago

How can I download a list of all my projects for a week?

Here's how you can sort your projects and download a Excel document containing all your requested information.

Written by Colin Connor
Updated over a week ago

How can I see total deposits paid on upcoming events?

Here's how you can now the total funds paid to upcoming projects.

Written by Colin Connor
Updated over a week ago

How can I see a report of my contract subtotals by event start?

Here's how you can use Custom Columns and the download to see your monthly contract totals based off of event start (not logistics start).

Written by Colin Connor
Updated over a week ago

How can I filter my Sales Dashboard by Salesperson?

Written by Colin Connor
Updated over a week ago

How can I see a quarter's expected revenue?

Here's how you can use you Project List and your Custom Columns to see the project totals for a quarter.

Written by Colin Connor
Updated over a week ago

How can I see all my projects that were signed in the last two weeks?

Here's how you can use the 'Last Signed' Custom Column to see all your projects that were signed over a given period.

Written by Colin Connor
Updated over a week ago

How can I see total remaining balance within a year?

Here's how you can see a total outstanding balances for a year.

Written by Colin Connor
Updated over a week ago

How can I see a report of all projects for a client with an open balance?

Here's how you can use the Custom Columns on your project list to see all projects for a client that have a due balance.

Written by Colin Connor
Updated over a week ago

How can I view our transaction history by date?

Here's how you can use your Payment Journal to view all payments recorded on your account.

Written by Colin Connor
Updated over a week ago

How can I see a summary of any fees paid on payments?

Here's how you can use the Payment Journal download to quickly see all fees you've paid on your payments in a year.

Written by Colin Connor
Updated over a week ago

How can I see the total of all discounts given within a period?

Here's how you can use the 'Discount Subtotal' Custom Column to see all discounts across projects in a time frame.

Written by Colin Connor
Updated over a week ago

How can I see projects that have been paid, but not signed?

Here's how you can use the Net Paid and Remaining Balance Custom Columns to see all project that have had payments applied to them.

Written by Colin Connor
Updated over a week ago

How can I see all my projects for a company?

Here's how you can search your project list by Company.

Written by Colin Connor
Updated over a week ago

How can I see contract totals by client?

Here's how you can generate a report on clients using Custom Columns, Project List Download, and Google Sheets

Written by Colin Connor
Updated over a week ago

How can I see a report on my Lost projects?

Here's how you can use the Project List and the Custom Columns to gain insight into your Lost Projects.

Written by Colin Connor
Updated over a week ago

Which payments were online vs offline in a year?

Here's how you can use the Payment Journal to see which payments were received through Stripe or other methods.

Written by Colin Connor
Updated over a week ago

How can I see projects for a particular salesperson?

Here's how you can filter your project list by Sales Lead to track the activity of a salesperson.

Written by Colin Connor
Updated over a week ago

How can I see all my Archived Projects within a given period?

Here's how you can see all your Archived Projects in a year, quarter, month, and so on.

Written by Colin Connor
Updated over a week ago

How can I see the subtotal for Deliveries on my projects?

Here's how you can use the Logistics Subtotal Custom Column to quickly see how much you charged on deliveries for your projects.

Written by Colin Connor
Updated over a week ago

How can I download a list of the email addresses on my projects?

Here's how you can use the 'Client Email' Custom Column to see the email addresses on your projects.

Written by Colin Connor
Updated over a week ago

How can I see which of my projects have a remaining balance?

Here's how you can use the 'Remaining Balance' Custom Column to see how much your client has yet to pay.

Written by Colin Connor
Updated over a week ago

How can I sort my projects by Event Type?

Here's how you can use the Custom Columns to sort your projects by Event Type.

Written by Colin Connor
Updated over a week ago

How can I see contract totals for a client over a year?

Here's how you can use your Custom Columns to see the project totals for a specific client in a year.

Written by Colin Connor
Updated over a week ago

How can I see my project totals for a given period?

Here's how you can use the custom columns to quickly find out the total value of your projects in a given period.

Written by Colin Connor
Updated over a week ago

Which projects are included in my Sales report on my Dashboard?

Here's which projects would be included in your Sales report on your Dashboard.

Written by Colin Connor
Updated over a week ago

Will Archived Projects be included in the Due Balances on the Dashboard?

Written by Colin Connor
Updated over a week ago

How can I generate a sales report?

Written by Colin Connor
Updated over a week ago

How can I see a report on my top companies?

Here's how you can use Custom Columns and the Project List Download to quickly see which companies you've done the most business with.

Written by Colin Connor
Updated over a week ago

How can I review my tax report?

Here's how you can get the most detail out of your tax report.

Written by Colin Connor
Updated over a week ago

How can I download my Payment Journal?

Here's how you can quickly download your Payment Journal for the year.

Written by Colin Connor
Updated over a week ago

How can I see a report on my top clients?

Here's how you can use the Dashboard Report to see your top clients.

Written by Colin Connor
Updated over a week ago

What do my Leaderboards do?

Here's a quick exploration of the kind of information you can receive from your Leaderboards.

Written by Colin Connor
Updated over a week ago

How do I see which projects are using a tent (or any other specific item)?

Written by Colin Connor
Updated over a week ago

How can I see how much I've made off of an item in a given month?

Here's how you can see your return on an item in a given time frame.

Written by Colin Connor
Updated over a week ago

How can I see the total value of my inventory?

Here's how you can use Attributes and the Inventory Download to see the total value of your inventory.

Written by Colin Connor
Updated over a week ago

How can I sort my Inventory Export alphabetically?

Here's how you can use Google Sheets to sort your Inventory Export.

Written by Colin Connor
Updated over a week ago

How can I see my least rented products in a given period?

Here's how you can use the Frequency Booked Custom Column to see which items underperformed in a month, year, quarter, etc.

Written by Colin Connor
Updated over a week ago

How can I calculate the ROI for my inventory items?

Here's how you can use Custom Attributes and Inventory Custom Columns to calculate how much you've made from your items.

Written by Colin Connor
Updated over a week ago

How can I sort my inventory by Frequency or Quantity Booked?

Here's how you can take advantage of the Inventory Custom Columns and the Inventory Download to show you your most or least popular items.

Written by Colin Connor
Updated over a week ago

How can I see the last time an inventory item was updated?

Here's how you can use the Inventory Custom Columns to see when an item was last updated.

Written by Colin Connor
Updated over a week ago

How can I see my oldest or newest inventory?

Here's how you can use the Inventory Custom Columns to see your oldest or newest items.

Written by Colin Connor
Updated over a week ago