Reports phase 1
in progress
Carlos Mathison
Yes! this is VERY important, but we need your feedback. For now, this will be the proposed list of reports:
1) Sales. Filtering by dates, products, agents / users
2) Billing. Essentially what was billed. The same set of filters from above.
3) Active products. A way to see not only what was sold but what is currently active and being billed.
All reports will have a way to export the actual view you have on the screen, regardless if the view is filtered or not.
R
Rachel
Having the ability to pull our monthly tax report would be helpful instead of having to submit a ticket each time.
Carlos Mathison
in progress
Well we definitely decided to take a different route on this one. The main objective is still there, but the approach will be different. Specifically, we are working on a way for you to gather all needed data, and cross reference to your liking, making basically any report you would like. More to come