Project Reporting & Insights
View how to report on Project details and Insights
How can I just see my future projects on my project list?Here's how you can filter your project list to hide any archived projects or projects that no longer need your attention.
How can I print a list of all upcoming signed jobs?Here's how you can filter your project list and download an excel document containing all upcoming signed projects.
How can I track projects cancelled due to COVID-19?Here's how you can cancel and track projects cancelled because of COVID-19
How can I add my projects I'm donating items for?Here's how you can add and track your 'Donation' events.
How do I reschedule an order due to COVID-19 and report on any losses?Here's how you can reschedule and order and track any losses due to the Corona Virus.
How can I create a delivery route for my drivers based on truck assignments?Here's how Sales and Crew Users can create a truck route for your deliveries using Google Maps.
How can I just see my projects that have a truck delivery?Here's how you can filter your project list by Logistics Type to just see your projects with in-store or delivery logistics.
How can I see who is delivering a project?Here's how you can use the 'Fulfillment Notes' Custom Column to quickly see who is delivering your projects.
How can I see a report of all upcoming payment authorizations and when they will be made?Here's how you can use the Custom Columns in your project list to see all upcoming pre-authorized payments.
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 an ideal route between projects?Here's how you can see the routing that is best predicted by Google Maps.
Why did all my archived projects end up back in my project list?Here's how you can sort your project list to show All Projects, Open Projects, or Archived Projects.
How can I see how much a salesperson brought in during a month?Here's how you can use your Project List to see how much each of your sales team brought in during a given time range.
What kinds of notes can I include within a project?Here's where you can mark all the important details for your projects, and even see them on your Project List.
How can I sort my projects by client?Here's how you can use the 'Client' Custom Column to sort your project by client.
How can I see what items are on my upcoming projects?Here's how you can use the 'Line Items' Custom Column to quickly see what items are on your projects.
How can I sort my projects by their start date?Here's how you can organize your projects by the date of the first logistic, so you can see your earliest or farthest project.
How can I see which of my projects have a remaining balance?Here's how you can add the 'Remaining Balance' Custom Column to see how much your client needs to pay, even if it's not due at this time.
How can I see when my projects were last sent and opened?Here's how you can use the 'Messages' Custom Columns to see when the last message was sent and opened for your projects.
How can I see whose been assigned to my projects?Here's how you can use the 'Other Members' custom column on your Project List to see who has been added to your projects.
How can I sort my projects by Event Start?Here's how you can use the Custom Columns to sort your inventory by Event Start.
How can I filter my projects by project status?Here's how you can filter your projects by New, Quote Sent, and so on.
Will my Archived Projects update the Event Type report on my Dashboard?Here's what will happen if you adjust the Event Type on your Archived Projects
How can I download my Project List?Here's how you can export an excel document of your Project List.
How can I sort my projects by Company?Here's how you can use the Company Custom Column to quickly sort your projects by company.
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.
How can I see a total of my jobs before tax?Here's how you can use the Custom Columns to see your contract totals before tax.
How can I track my yearly projects?Here's how you can use Tasks and other features to keep track of your yearly projects.
How can I print a pull sheet for all my projects that are in progress?Here's how you can use the Fulfillment Open/Closed and the Bulk Download to print one pull sheet for all current projects
How can I see when a project was created?Here's how you can use custom columns to see when a project was first made.
How can I see when my staff created projects?Here's how you can use the custom columns on your project list to see when your team created projects.
How can I tell which of my signed projects have been paid?
How can I see which of my projects have delivery or in-store logistics?Here's a couple of ways you can identify the type of logistics on your projects.
How can I remove my completed projects from my project list?Here's how you can bulk archive your completed projects.
How can I see how many projects are going out in a day?Here's how you can use the Google Calendar integration to quickly see which projects are going out or coming in on a given day.
How can I see when a client first signed a contract?Here's how you can use the custom column of First Signed to sort your projects by when your client first signed the contract.
How can I see all my projects for a year?Here's how you can use your project list to see all your projects for a given year.
How can I see which of my projects have a Due balance?Here's how you can use your custom columns to easily see which of your projects have a due (or paid) balance
How can I print off all my pull sheets for a week?Here's how you can use the Bulk Download feature and a keyboard shortcut to print off multiple pull sheets.
How can I download all my invoices in a given period?Here's how you can use your Project List to show you all the contracts for a given period.
How can I see the subtotal of products on a project?Here's how you can add a custom column to see a subtotal of products on your orders.
How can I see a subtotal of all custom items on my projects?Here's how you can add a custom column to see a subtotal of the custom items on your orders.
How can I see the subtotal of my services on a project?Here's how you can add a custom column to see a subtotal of the services on your orders.
Where can I see reports about my projects?Here's how you can use Custom Columns to generate reports on your projects.
How can I see how much I made in a month?Here's how you can use the Project List to find out how much you've made in a month.
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.
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?Here is how to use Custom Columns on your Projects List to generate a report on receivables or revenue due between 0-30 days.
How can I quickly see a contract's tax total?Here's how you can add the Column to your Project List to easily see Contract Tax
How can I see the entire window for my deliveries and pickups?
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.
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.
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.
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.
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.
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.
How can I see all projects that have been overpaid?Here's how you can filter your projects that your clients have overpaid on.
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.
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.
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.
Are Archived Projects included in my Sales Report on my Dashboard?
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 you can filter your projects by a Conflict Inventory Alert.
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.
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?Here's how you can filter your projects by a Subrental Inventory Alert.
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.
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.
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.
How can I filter my Sales Dashboard by Salesperson?
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.
Do tasks show on the dashboard for archived projects?This article is about when you will see Task on a project.
How can I see total remaining balance within a year?Here's how you can see a total outstanding balances for a year.
How can I view our transaction history by date?Here's how you can run a Client Activity report for a particular date range.
How can I see all my projects for a company?Here's how you can search your project list by Company.
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.
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.
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.
Will Archived Projects be included in the Due Balances on the Dashboard?
How can I generate a sales report?
Will payment authorizations complete on lost projects?
How can I create a Monthly Billing Statement for a Client?Use the Projects List to generate a Monthly Billing Statement for a Client.
Will I receive an email when my client selects to auto-pay on a project?Here's what you (and your client) will receive when they authorize future payments
How can my client pay for the entire amount of a service on a project?Here's how you can require a 100% deposit for the entire balance of a service.
Why can't I refund an old ACH payment?Here's why a refund to an ACH payment would fail.
How can I charge my client for the entire balance of project?Here's how you can charge your client the entire balance of the project, and not require a deposit.
What's the difference between an Online and and Offline payment?Here's the difference between Online and Offline payments.
How can I find the status of an Outbound Transfer?
How can I capture a payment without passing on the fees?Here's how you can capture a payment without passing the fees if your client has already processed a payment with the fees.
What is the estimated time frame for a refund to process and how long does it take for the customer to receive it?Here's how long credit card refunds take to be processed.
How can I make sure my client is paying Stripe's fees on my projects?Here's how you can quickly tell how much your client has paid for Stripe's fees.
How can my client split a payment between two credit cards?Here's how your client can split their payments between multiple credit cards.
Will my client's auto-pay authorization change if I add items to the project?Here's what will happen if the project amount increases and your client has already authorized a payment.
Why is a project not showing up as 'Due'?Here's why a project won't show as Due on your project list.
Why does my client have to pay the entire balance now if I have a deposit and remainder due 7 days before the event?Here's why your client is having to pay the whole balance of a project, even if you've got a deposit based payment policy.
How will Stripe's processing and transfer fees be deducted from my outbound transfers?Here's where you'll see Stripe's processing and transfer fees deducted from your transfers.
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
How can I print a record of payments for a project?Here's where you can find a record of all payments made on a project.
Are there additional fees for refunds?Where's a breakdown of what will happen when you process a refund
How can I tell if a payment on a project has been deposited?Here's where you can find a related transfer on a project.
Where can I see how much a client has paid on my projects, contracts, and invoices?Here is where you can quickly see how much a client has paid and how much is due on your documents.
How can my clients remove a pre-authorized payment?Here's how your clients will be able to remove any auto-payments they scheduled
How can I add a Credit Card Authorization form to my projects?Here is how you can use your Terms & Conditions for Credit Card Authorization forms
How can I see the Payment Schedule for my projects?Here is how you can view upcoming payments from the Billing tab in a project.
How can I see total deposits paid on upcoming events?Here's how you can now the total funds paid to upcoming projects.
Will my client's auto-pay authorization change if I remove items from the project?Here's what will happen if the project amount decreases and your client has already authorized a payment.
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.
How can I download a sales report by a teammate or sales lead?Create sales reports per teammate to see how they’re doing base on net paid, contract totals, and the remaining balance
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 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.
How can I see a summary of any fees paid on payments?Here's how you can use the Client Activity report to quickly see all fees you've paid on your payments in a year.
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.
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.
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
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.
Which payments were online vs recorded offline in a year?Here's how you can use the Client Activity report to see which payments were received through Stripe or other methods.
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.
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.
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.
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 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.
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.
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.
How can I calculate Sales Commission for my team?Here is how you can use your Projects List or the Client Activity Report to calculate Sales Commission for your team.
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 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).
How can I see all the projects and their statuses for a client?Here's how you can use your project list to search for clients and use the custom columns to get all the information you need.
What Custom Columns should I have on my Project List?Here are some best practices and example scenarios for how to set up your project list.
How can I see my client's phone numbers from my project list?Here's how you can add the 'Client Phone' Custom Column to your project list.