To set up user rights to run CRM reports, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > Scheduling tab.
- Select any of the checkboxes in the "Scheduling Reports" columns.
User Role/Right |
Definition |
|
Job Cost Summary |
Allows the user to run the report that shows summarized job costing information. This report can be filtered by date, resource, service, customer, and customer status. |
|
Package Summary Report |
Allows the user to run the report that breaks down information on master packages. This report can be filtered by master package |
|
Package Sq Ft by Round |
Allows the user to run the report that shows the number of square feet assigned per round. This report can be filtered by custom field. Note: The client’s square feet custom field must be filled out. |
|
Client Count by Service |
Allows the user to run the report that shows the number of clients per service and what percentage of your business it represents. |
|
Chemical Tracking |
Allows the user to run the report that shows the important recorded chemical tracking information. This report can be filtered by date, custom field, and form. |
|
Over/Under Report |
Allows the user to run the report that shows budgeted vs. actual amounts in visits, hours, and revenue. This report can be filtered by customer and contract. |
|
Backlog Services |
Allows the user to run the report that shows the accumulation of jobs waiting to be completed. |
|
Scheduled To Dos |
Allows the user to run the report that shows scheduled To Do’s. This report can be filtered by date, resource, type, status and custom field. |
|
Damage Report |
Allows the user to run a report that shows damage cases. This report can be filtered by date, resource, status, and sales rep. |
|
Sales Count by Sales Rep |
Allows the user to run a report that shows the count of services and products sold by sales representatives. This report can be filtered by date, service/product, and sales rep. |
|
Client Services Report |
Allows the user to run the report that shows active services by client. Can be filtered by custom field, service, and customer. |
|
Paused Services Report |
Allows the user to run the report that shows what services have been paused. |
|
Cost of Goods Sold Report |
Allows the user to run the report that shows the cost of goods sold information. This report can be filtered by date, service, completed jobs, jobs with no job time, and jobs with no amount. |
|
Job Costing |
Allows the user to run the Job Costing report. |
|
Sales by Date Sold |
Allows the user to run the report on Sales by Date Sold. |
|
Sales by Date Sold Detail |
Allows the user to run the report on Sales by Date Sold Detail. |
|
Contractor Phone List |
Allows the user to run the report that shows contact information for your contractors. |
|
Vendor Contact List |
Allows the user to run the report that shows contact information for your third-party vendors. |
|
Non-Inventory Product List |
Allows the user to run the report that shows any non-inventory product and its basic information. This report can be filtered by status. |
|
Inventory Product List |
Allows the user to run the report that shows any inventory product and its basic information. This report can be filtered by status. |
|
Export for Quality Driven Software |
Allows the user to run the report that exports information for Quality Driven Software only. |
|
Job Hours Summary |
Allows the user to run the report that shows a list of employees and their total time versus actual working time. This report can be filtered by date. |
|
Resource Time Utilization |
Allows the user to run the report that shows a breakdown of the non-productive time an individual employee had in any given time frame. This report can be filtered by date, period, and resource. |
|
Product and Service Usage |
Allows the user to run the report that shows the life of a service or product regarding quantity and amount in three different stages: estimate, job, and invoice. This report can be filtered by date, client, city, and zip code. |
|
Visits Report |
Allows the user to run the report that shows the status, and the actual time versus budgeted hours of a service within a defined timeframe. This report can be filtered by date, client, city, zip code, service, status, and resource. |
|
Employee Directory |
Allows the user to run the report that shows information about your company’s employees. This report can be filtered to include contractors. |
|
Revenue and Budgeted Hours Projection |
Allows the user to run the report that shows projected budgeted hours and revenue for the next 12 months. |
|
Custom Package Renewal Report |
Allows the user to run the report that shows Custom Package renewals. |