Manage Your Reports

Here's how you can quickly run reports on your account

75 articles in this collection
Written by Colin Connor, Jake Scotto, Melissa Teague and 2 others

How can I view notes on my Projects Tab?

Here is how you can use custom columns to view your external notes.

Written by Samantha Smith
Updated over a week ago

How to view payments received last year for projects this year.

Here's how you can sort your payment journal by logistics start date.

Written by Samantha Smith
Updated over a week ago

How can I download my Payout Journal?

Here's how to see if payouts have been transferred to your bank account, how much was transferred, and when they were transferred.

Written by Samantha Smith
Updated over a week ago

Do archived projects appear on the aging report?

Written by Samantha Smith
Updated over a week ago

How to hide Lost Projects from my Sales Dashboard

Here's how you can hide projects marked as lost from your projected sales.

Written by Dominique Cheek
Updated over a week ago

Project reports

How can I see how often we deliver to a venue?

Here's how you can see which venues/locations you are delivering too most often.

Written by Dominique Cheek
Updated over a week ago

How to run a report on your sales for products, services, and deliveries.

Quickly find out how much each part of your projects is making your business.

Written by Samantha Smith
Updated over a week ago

How can I see total sales for a specific city?

Here's how you can customize your project list to quickly generate contract totals for a specific city.

Written by Colin Connor
Updated over a week ago

How can I filter my project list to show projects with Subrentals?

Here's how you can filter your projects by a Subrental Inventory Alert.

Written by Jake Scotto
Updated over a week ago

How can I filter my project list by projects created inside Goodshuffle Pro?

Here's how you can filter your project list to exclude Wishlist submissions.

Written by Jake Scotto
Updated over a week ago

How can I view all projects with an In-Store logistic?

Here's how you can filter your project list by projects that include an in-store pickup/return.

Written by Jake Scotto
Updated over a week ago

How can I view all projects that have a delivery/pickup logistic?

Here's how you can filter your project list to view projects that have a Delivery and/or Pickup.

Written by Jake Scotto
Updated over a week ago

How can I see all projects that have been overpaid?

Here's how you can filter your projects that your clients have overpaid on.

Written by Jake Scotto
Updated over a week ago

How can I see all projects that have a Due balance?

Here's how you can filter your project list by projects with a due balance.

Written by Jake Scotto
Updated over a week ago

How can I see only Projects submitted via the Wishlist?

Here's how you can filter your project list to view all events submitted via your Wishlist Integration.

Written by Jake Scotto
Updated over a week ago

How can I filter my project list to show projects with Potential Conflicts?

Here's how you can filter your projects by a Potential Conflict Inventory Alert.

Written by Jake Scotto
Updated over a week ago

How can I only see projects that have been paid in full?

Here's how you can filter your project list by your fully paid projects.

Written by Jake Scotto
Updated over a week ago

How can I filter my project list to show projects with Conflicts?

Here's how you can filter your projects by a Conflict Inventory Alert.

Written by Jake Scotto
Updated over a week ago

Are Archived Projects included in my Sales Report on my Dashboard?

Written by Colin Connor
Updated over a week ago

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 filter my project list by Fulfillment Status?

Here's how you can filter your project list by Open or Closed fulfillment.

Written by Jake Scotto
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

Do tasks show on the dashboard for archived projects?

This article is about when you will see Task on a project.

Written by Melissa Teague
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' date filter so see when projects were last signed by your clients.

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 report on the performance of my Sales Offices?

Here's how you can use in the 'Sales Office' Filter to report on the performance of your different sales offices.

Written by Colin Connor
Updated over a week ago

Account Reports

How do I run a tax report by day?

Here's how you can a report to see taxes over a specific period of time.

Written by Dominique Cheek
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 is revenue calculated on my sales dashboard?

Here's how the revenue on your sales dashboard and projects list are calculated.

Written by Dominique Cheek
Updated over a week ago

How can I see a total for all of Stripe's fees charged on my account for a year?

Here's how you can see a summary of the total amount of our payment processor's fees for a year.

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

Inventory reports

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 total quantity for a specific inventory category?

Here's how you can export your inventory with Custom Columns use to see the total quantity of an Inventory item by category.

Written by Melissa Teague
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