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Search for "reporting" returned 55 results.

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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 Open and Closed Bookings.

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 any List. Create & Run a Defined Report When in a List View, you have the option to use search and filtering functionality to drill down to the data…

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 own reports simply from any list view in Gold-Vision. Output the results into any of the popular formats (Excel, Word, PDF, XML, HTML, CSV etc.)…

Viewing & Reporting-Time / Units

View Time / Unit Entries Users can view the Time/ Unit Entries in different areas of Gold-Vision 1.View Time / Unit Entries from the Time / Unit Section  All Time/ Unit Entries by User can be viewed in the Time/ Unit Section on the specific Gold-Vision record:

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.

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 in Gold-Vision. Use either the Sales and Forecast Lists, Opportunities or Quotes lists to get the data you want from your monthly or annual charts. Create…

Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of widgets, charts and lists. How to edit and share your dashboard.   This webinar will last approximately 20 minutes plus an additional 10 minutes for…

Sales Targets & Analysis

Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales team.   This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the end.

Creating Dashboards

Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of widgets, charts and lists. How to edit and share your dashboard.   This webinar will last approximately 20 minutes plus an additional 10 minutes for…

July 2022

Product Enhancements