Using Gold-Vision

Dashboards & Reports

Item Reports

Item Reports

In-item reports can be run against most items in Gold-Vision. From the actions menu → Run Report
AccountAccount Summary, Activities Gantt Chart
ContactActivities Gantt Chart
AppointmentsAppointment Summary
OpportunitiesActivities Gantt Chart, Opportunity Overview
ProjectsActivities Gantt Chart, Project Overview
EventsEvents Overview, Sessions Booking Planner


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

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