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 | Appointment Summary |
| Activities | N/A |
| Opportunities | Activities Gantt Chart, Opportunity Overview |
| Quotes | N/A |
| Profiles | N/A |
| Projects | Activities Gantt Chart, Project Overview |
| Campaigns | N/A |
| Events | Events Overview, Sessions Booking Planner |
Tip
Tip: For example in an Account Record you can run an Account Summary report which shows Address and Contact details, Opportunities, Activities, Recent Events and Notes. A useful report for a sales person to print off before a sales meeting
Related articles 