Reports

[Dan Flynn]

How about have a by month option with the graphs and reports. Meaning be able to get a report with several month totals on it. So I can see sales total from the last few months and so on.

It would be nice if the info on the graphs were bigger. Hard to see. Also it would be grate to hover over them and see sale totals

 

[ServiceCEO]

Dan,

That capability already exists in both of those modules. All reports have print date ranges that allow you to pinpoint any period in time, whether it be a week, month quarter, year, etc. I believe all the sales graphs (which we actually removed last year and users screamed for us to put them back) have the ability to do month by month sales comparisons as well. Although if you want to do any detailed breakdown and analysis you really need to use the revenue reporting module. This is why we didn't think anyone would mind if we took them away, boy were we wrong, lol.

Let me know if I am missing something here.

 

[Dan Flynn]

I would like to do this date. Meaning I would like to look up contacts that have not been active in 6 months or what ever. Basically if this had the same features as the reports options or at least some.

It would give me the range to work with right on the screen. The reports don't allow you to access the contacts after the search.