Reports / Exports
Estimates / Quotes that have NOT been Converted to Bill
Show quotes or estimates that have NOT been converted to a bill. Conversions are only recorded from v7.1.1 Create as export spreadsheet so the can export to csv select BM."Ref_Number" "Transaction Num", case when BM."Type" = 7 then 'Quote' else ...
Estimates / Quotes that have been Converted to Bill
Show quotes or estimates that have been converted to a bill. We don't have way of showing which bills it has been converted to and will only record conversions from v7.1.1 Create as export spreadsheet so the can export to csv select BM."Ref_Number" ...
Exporting data from Export/Spreadsheets
Create Export Template Go to Reports -> Export Spreadsheets Click Add New and then Yes to design new Report Fill in Report Properties Name: As required. E.g. Sales Export Category: Billing Printer: Reports1 Tablelink: Set table link as required Use ...
Client Product Purchase Lapsed
This article is to show how to find clients that purchased a particular product (or product category) in a one period but have not purchased again in another. Eg. Which Client purchased pet food in first 6 months of the year but have not purchased it ...
Clients Who have Not Bought a Product Export
CREATE EXPORT TEMPLATES You will need two templates. One template to export All clients and one Template to export the Clients who have already brought the item. Template 1: All Clients Go to Reports -> Export Spreadsheets Click Add New and then Yes ...