Project Reporting & Insights
View how to report on Project details and Insights
By Sierra and 6 others7 authors109 articles
- How Can I Just See My Future Projects on My Project List?Filter your Project List to hide archived or completed projects and focus on what’s ahead.
- How Can I Print a List of All Upcoming Signed Jobs?Learn how to filter and export your signed projects into a downloadable Excel document.
- How to Mark a Project as a DonationLearn how to track donated or free events in Goodshuffle Pro using 100% discounts.
- How Can I Just See My Projects That Have a Delivery?Here’s how to filter your Project List by delivery logistics using the truck icon.
- How Can I Filter my Project List by Specific Dates?Here's how you can filter your project list by a weekend, a month, or any other specific range.
- How Can I See How Much a Salesperson Brought In During a Month?Learn how to filter your Project List to track individual sales team performance by month or custom date range.
- What Kinds of Notes Can I Include Within a Project?Learn how to add important internal or client-facing notes—and display them in your Project List.
- How Can I Sort My Projects by Client?Here's how you can use the “Client Name” Custom Column to sort your projects by client.
- How Can I See What Items Are on My Upcoming Projects?Use the “Line Items” Custom Column to quickly check which inventory items are on your upcoming projects.
- How Can I Sort My Projects by Their Start Date?Learn how to organize your Project List by the Logistics Start date so you can quickly see upcoming or past projects.
- How Can I See When My Projects Were Last Sent and Opened?Here’s how to use the “Messages” Custom Columns to track message activity on your projects.
- How Can I See Who’s Been Assigned to My Projects?Learn how to use the “Other Members” column in your Project List to see who on your team is assigned to each project.
- How Can I Sort My Projects by Event Start?Here's how you can use Custom Columns to sort your projects by Event Start.
- How Can I Filter My Projects by Project Status?Learn how to view just the projects you need—like only “Signed” or “Action Needed”—by using project status filters.
- Will My Archived Projects Update the Event Type Report on My Dashboard?Here's what happens when you edit the Event Type on an archived project.
- How Can I Download My Project List?Here's how to export your Project List to Excel so you can report on project data or schedule deliveries.
- How Can I Sort My Projects by Company?Learn how to sort your projects by company name using the Company custom column in your project list.
- How Can I Track My Costs on a Project?Here's how you can use custom columns in Goodshuffle Pro to track the profit and loss on a project across signed contracts.
- How Can I See a Total of My Jobs Before Tax?Learn how to use Custom Columns in the Project List to view pre-tax totals across your events.
- How Can I Track My Yearly Projects?Learn how to stay ahead of recurring jobs by using Tasks and project duplication to track yearly projects efficiently.
- How Can I Print a Pull Sheet for All My Projects That Are in Progress?Learn how to generate a single aggregate pull sheet for all active projects using the Select Files to Download modal, including filtering by category and subcategory.
- How Can I See When a Project Was Created?Learn how to view the original creation date of projects using the “Date Created” custom column.
- How Can I See When My Staff Created Projects?Track project creation dates and identify which team members created them using custom columns and filters.
- How Can I Tell Which of My Signed Projects Have Been Paid?Quickly learn how to view which of your signed projects have been paid or still have an outstanding balance.
- How Can I See Which of My Projects Have Delivery or In-Store Logistics?Learn how to identify whether your projects have delivery or in-store logistics using filters and icons.
- How Can I Remove My Completed Projects From My Project List?Learn how to archive completed projects in bulk to keep your project list clean and focused.
- How Can I See How Many Projects Are Going Out in a Day?Use your Google Calendar integration to quickly view all projects scheduled for a specific day.
- How Can I See When a Client First Signed a Contract?Use the “First Signed” custom column to quickly track when clients sign their contracts in Goodshuffle Pro.
- How Can I See All My Projects for a Year?Filter your Project List by date to view all events from a specific year, including archived projects.
- How Can I See Which of My Projects Have a Due Balance?Easily track projects with a due or paid balance using custom columns in your Project List.
- How Can I Download All My Invoices in a Given Period?Easily download all your signed contracts at once using your Project List and the bulk download feature.
- How Can I See the Subtotal of Products on a Project?Learn how to add a custom column in your Project List to view the total value of all products on signed contracts.
- How Can I See a Subtotal of All Custom Items on My Projects?Learn how to quickly view the subtotal of custom items in your projects using a custom column in your Project List.
- How Can I See the Subtotal of My Services on All Projects?Learn how to add a custom column to your Project List so you can easily view the total value of all services across signed projects.
- How Can I See How Much I Made in a Month?Learn how to filter your Project List and use custom columns to calculate monthly revenue in Goodshuffle Pro.
- How Can I Select Which Dates My Project List Filters By?Here's how you can adjust which dates your project list can be filtered by, including logistics, events, and contract activity.
- How Can I See the Subtotals for Products Over a Year?Here is how you can see product subtotals over a year and compare it year-by-year using the Specific Dates filter.
- How Can I Create a Report for Receivables or Revenue Due Today or Between 0–30 Days?Use Custom Columns in your Projects List to generate a report of upcoming receivables or projected revenue.
- How Can I Quickly See a Contract’s Tax TotalHere’s how to add the Contract Tax column to your Project List so you can easily view tax totals per project.
- How Can I See How Often We Deliver to a Venue?Here’s how you can see which venues or locations you’re delivering to most frequently.
- How Can I View All Projects With an In-Store Logistic?Here’s how to filter your Project List by in-store pickups and returns.
- How Can I Exclude Wishlist Submissions From My Project List?Here’s how to filter your Project List to view only projects created directly in Goodshuffle Pro.
- How Can I See All Projects That Have Been Overpaid?Here’s how to filter your Project List to view projects where clients have overpaid.
- How Can I Only See Projects That Have Been Paid in Full?Here’s how to filter your Project List to show only projects with no remaining balance.
- How Can I Filter My Project List to Show Projects With Potential Conflicts?Use the Potential Conflict Inventory Alert to quickly filter and prioritize projects that may have overlapping inventory needs.
- How Can I See Only Projects Submitted via the Website Integration?Here's how you can filter your project list to view all events submitted via your Wishlist Integration.
- 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.
- How Can I Filter My Project List by Fulfillment Status?Here's how you can filter your project list by Open or Closed fulfillment.
- How Can I Filter My Project List to Show Projects With Conflicts?Here’s how to use the Inventory Conflict filter to spot potential scheduling issues in your projects.
- Does the Dashboard Report Include Taxes?Find out if your Dashboard Sales report panel includes taxes.
- How Can I Filter My Project List to Show Projects With Subrentals?Learn how to view only the projects that include subrented items using the Subrental Inventory Alert filter.
- How Can I See My Total Amount Due on My Projects for a Specific Date Range?Learn how to filter and sum the total amount due on your projects within a specific date range in Goodshuffle Pro.
- How Can I Download a List of All My Projects for a Week?Learn how to sort your projects and download an Excel document with your selected project details.
- How Can I Filter My Sales Dashboard by Salesperson?Use the Sales Staff filter to view dashboard results by individual team members.
- How Can I See a Quarter's Expected Revenue?Here's how to use your Project list and Custom Columns to view the total value of projects within a specific quarter.
- Do Tasks Show on the Dashboard for Archived Projects?Understand whether archived project tasks appear on your Goodshuffle Pro Dashboard.
- How Can I View Our Transaction History by Date?Run a Client Activity Report to see all client payments within a selected date range.
- How Can I See All My Projects for a Company?Search your Project List by company name to view all related jobs.
- How Can I See Which of My Projects Have a Remaining Balance?Here’s how to use the “Remaining Balance” Custom Column to track what your clients still owe.
- How Can I Sort My Projects by Event Type?Use the Event Type column to sort and filter your Project List by weddings, corporate events, and more.
- Which Projects Are Included in My Sales Report on My Dashboard?Understand how project dates affect what appears in your Sales report on your Goodshuffle Pro Dashboard.
- Will Archived Projects Be Included in the Due Balances on the Dashboard?Find out whether your archived projects are factored into the Due Balances report.
- How Can I Generate a Sales Report?Learn how to view and export sales data by using filters and custom columns in your Goodshuffle Pro project list.
- How Can I Create a Monthly Billing Statement for a Client?Use the Projects List to generate a monthly billing summary for a specific client in Goodshuffle Pro.
- Will I Receive an Email When My Client Selects Auto-Pay on a Project?Here’s what you (and your client) will receive when they authorize future payments.
- How Can I Charge My Client for the Entire Balance of a Project?Learn how to require full payment upfront or adjust your payment policy in Goodshuffle Pro.
- How Can My Client Split a Payment Between Two Credit Cards?Here's how your client can split their payments between multiple credit cards.
- Why Does My Client Have to Pay the Full Balance If the Remainder Isn’t Due Yet?Understand how due dates affect what your clients see when making a payment.
- How Will Stripe's Processing and Transfer Fees Be Deducted From My Outbound Transfers?Understand how Stripe fees are handled and where to view your transfer breakdowns.
- When Can I Expect an Outbound Transfer (F.K.A. Payout) for a Payment Made on a Project?Here's when and how payments will be processed through Stripe.
- Are There Additional Fees for Refunds?Learn whether you’ll be charged additional fees when issuing refunds through Goodshuffle Pro.
- How Can I Tell if a Payment on a Project Has Been Deposited?Here's where to find the deposit information for payments on a project.
- Where Can I See How Much a Client Has Paid on My Projects, Contracts, and Invoices?Track client payments and due balances directly from your Project, Contracts, and Invoices in Goodshuffle Pro.
- How Can I Add a Credit Card Authorization Form to My Projects?Learn how to include a Credit Card Authorization form in your project quotes using Terms & Conditions.
- How Can I See Total Deposits Paid on Upcoming Events?Track deposits and payments for events that haven’t yet been completed in Goodshuffle Pro.
- How Can I See All My Archived Projects Within a Given Period?Learn how to filter your Project List by date and include archived projects for easy reporting and cleanup.
- What Custom Columns Should I Have on My Project List?Learn recommended custom columns to add to your Project List and how each helps you answer common business questions in Goodshuffle Pro.
- How Can I See My Client's Phone Numbers From My Project List?Here's how to add the Client Phone column to your project list so you can easily access contact information.
- How to Calculate Sales Commission for Your TeamLearn how to use your Projects List or Client Activity Report in Goodshuffle Pro to calculate sales commissions by contracts or payments.
- How Can I Run a Report Based on When My Projects Were Last Signed?Here's how you can filter your projects by the last date they were signed to view sales over a specific time frame.
- How Can I Generate a List of All the Venues I Have Worked at Within a Specific Date Range?Easily create a report of all the venues your company has worked with by using custom columns and date filters in your Project List.
- How Can I Report on the Performance of My Sales Offices?Here’s how you can use the “Sales Office” filter to report on the performance of your different sales offices.
- How Can I See When My Quotes Were Last Sent to a Client?Learn how to add and use the “Last Quote Sent” column in your Project List to track quote activity.
- How Can I See How Much Was Charged for Delivery in a Given Period?Here's how you can use the Custom Columns and Specific Dates to found out how much you charged for delivery in a given month.
- How Can I Download a Sales Report by a Teammate or Sales Lead?Create sales reports per teammate to track performance based on net paid, contract totals, and remaining balance.
- How Can I See the Subtotal for Deliveries on My Projects?Here's how to use the "Logistics Subtotal (Signed)" Custom Column to quickly see how much you've charged for deliveries across your projects.
- How Can I See the Total of All Discounts Given Within a Period?Here's how to use the "Discount Subtotal (Signed)" Custom Column to view all discounts across your projects within a selected time frame.
- 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 projects that have had payments applied to them.
- How Can I See My Project Totals for a Given Period?Here's how to use Custom Columns and filters to view project totals by month or other date ranges.
- 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.
- How Can I See Contract Totals by Client?Here's how you can generate a report using Custom Columns, the Project List download, and Google Sheets.
- 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.
- 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.
- How Can I See Which Projects an Item Was Damaged On?Learn how to use the item detail panel to view all projects where an item has been marked as a set aside, such as for damage or cleaning.
- How Can I See All the Projects and Their Statuses for a Client?Learn how to view every project for a specific client and quickly scan their status, financials, and more—all from your Project List.
- How Can I See All Projects That Were Delivered in a Year?Here's how you can use the project list Custom Columns and filters to view all projects delivered in a specific year.
- How Do I See All My Projects That Are Ending in a Week?Add the “Logistics End” column to your Project List to plan pickups and pull sheets for upcoming returns.
- How Can I See All My Projects That Were Signed in the Last Two Weeks?Use the “Last Signed” date filter to find projects recently signed by clients.
- How Can I See All the Deliveries I Have Coming Up?Here’s how you can filter your projects by the date you’ll be dropping off your items.
- How Can I See a Report of All Projects for a Client With an Open Balance?Here's how to use Custom Columns and filters to view all projects for a specific client that still has a due balance.
- How Can I See a Report of My Contract Subtotals by Event Start?Here's how to use custom columns and event start filters to report on signed contract totals by month or date range.
- How Can I See a Report on My Lost Projects?Here's how to use filters and custom columns in your Project List to analyze lost project totals.
- How Can I Download a List of the Email Addresses on My Projects?Here's how to use the “Client Email” Custom Column to download your clients' email addresses.
- How Do I Download All Invoices for a Specific Client?How to download invoices related to a specific client, business, or venue.
- How to Check If a Project Synced to Google Calendar and QuickBooks OnlineSee when your project synced to Google Calendar and QuickBooks Online, manually sync it, and control Auto-Sync settings.
- Where Can I and My Clients See Project Information in Emails?This article shows you where you can quickly find Project Information in emails after customizing the Subject Line.
- How Can I Track Staff Commissions on Rental Items?Use Custom Columns to separate rental and purchase revenue for commission calculations.
- How Will the Changes to My Line Items Be Tracked in the Project Logs?Here's where you can see all the details of changes made to your line items in the Project Logs
- How Can I Report on the Top Cities I've Worked With?Here's how you can easily use your Project List and a quick Pivot Table to instantly identify your most profitable cities and zip codes.