Skip to main content

How do you Create a Report for Sold Jobs

Read this article on how to create a report on sold jobs

Caleb Gibson avatar
Written by Caleb Gibson
Updated over 8 years ago

We often get requests on how to create a job report.   In the admin area you simply click "Reports", then click "Create Report".  

Once you are here you can choose the date range and the sales rep.  I recommend you choose a smaller date range as a long date range will slow down the report.  

Once you have the report you can filter the results in the excel spreadsheet by what you would like to see.  

Did this answer your question?