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Articles tagged "standard-reporting" returned 98 results.
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Standard Reporting
Reporting Gold-Vision harnesses the power or the Microsoft SQL Server® database by integrating the free SQL Reporting Services solution. Either choose from the wealth of pre-installed reports, or generate your...
Using Standard Paragraphs in Advanced Mode
...For example, to add the Payment Terms: Payment Terms: {{OP_UD8_ID.para}} Close modal Using Standard Paragraphs in Standard Mode Add the code to your Template as above but prefix with P:...
Set up your annual reporting
Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data...
Creating a Quote
...Sales Reporting, click here to find out more. Quote Currency Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
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...
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...
Creating Templates & Template Tags
...output lists in a single template (for example, to have a list of ‘standard’ and ‘optional’ items from one quote). Support image replacement in tables (or in standard field tags)....
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....
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...
