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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...

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 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...

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...