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Articles tagged "item-report" returned 188 results.

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Standard Reporting

...to view the report → view report Close modal From the report you can: Click on any item which is underlined to open up the associated Gold-Vision record, including Accounts,...

Report Settings

Report Settings and Custom Reports can be found in the Settings area. Report Settings As an Administrator you can use Report Settings to select how Gold-Vision should render your reports....

User Defined Reporting

Whilst there are a number of pre-defined reports available from the Reports section within the View Bar, Gold-Vision’s reporting also allows you to build, generate and manage custom reports from...

Item Reports

Item Reports In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report Account Account Summary, Activities Gantt Chart Contact Activities Gantt Chart Appointments...

Sales Reports

Gold-Vision has built-in reporting which makes creating reports, charts and home pages simple for your sales reporting. Create Sales Reports Within various lists in the system you can create reports...

Add Web External Items to Dashboards

...saved, the item will appear on your dashboard! Managing External Items Gold-Vision Administrators are able to Add, Edit and Remove External Items from the Settings Menu Settings > External Items...

Viewing & Reporting-Time / Units

...Total – represents the total Units logged by each user Time Reporting Report on Time / Units logged Using Dashboard functionality users can report on time / units logged Gold-Vision....

Gold Vision Import Report

...field contains a valid address. Close modal Gold-Vision Import Report Email Information Report email will have a heading called ‘Gold-Vision Import Report’. The email may appear in the spam folder...

Report, Calendar, Map and Flows view

...selects a highlight option the screen will refresh and the items on the calendar will be highlighted according to the selected option value.   Report View Create and view widgets...

Event Reporting

Create a Chart or Report Reports can be created from any of the Event lists available. For Sales and forecast reporting you can also use the Product Sales List for...