Reports

Features Include:

• Customer Listings (Full Detail, Medium Detail, Summary)
• New Customer Reports (which customers did we add in x date range?)
• Customer Profile-Limited (Company Info, All Contacts, Notes, Etc)
• Customer Profile-Detailed (Company Info, All Contacts, All Completed and Scheduled Activities, Notes, Etc.)
• Customer Sales Listings (What invoices were sent to x company in x date range? what was the total sales to company x?)
• Missing In Action (Which Customers Haven't Placed an Order in x days?)
• Customer Statements (ready to be put into a window envelope displaying all invoices for a given customer for a given date range or only the outstanding invoices for a date range, all payments, 30,60,90+ amounts, etc.)
• Prospect Listings (Grouped by type, geography, size, last contact date, last letter date, assigned sales rep, etc.)
• Job Status Reports (including # days until expected completion, # days in current status, where are the weak links in the chain for job completion? total value of all jobs, associated completed and scheduled activities, notes, etc.)
• Job Costing Reports (All invoices related to a specific job, budget vs. actual)