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Articles tagged "reports" returned 32 results.
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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...
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...
Report Settings
...Reports Custom Reports can be used to add custom RDL reports to the Gold-Vision Reports list. To prevent Gold-Vision from using a Shared SRS Connection when running the report uncheck...
Standard Reporting
...of Standard Reports that allow you to report on Accounts, Activities and Projects plus on your Sales Forecasts and History. You can also create your own User Defined Reports to...
Updates
...field. Activity reports can now be added to the Overview in Account Screen Design and include the Site along the X or Y axis. ‘New’ button removed from Reports list...
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...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Create Dashboards or Menus for your team
...from your Product Sales List, Forecast list, Quotes and Opportunity Lists Create Product Sales Dashboards From the Product Sales list filter the list as required, click Views and Reports...
