D-Tools Cloud Ideas Portal

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Reports

Need a report for Tasks Completed and Overdue

I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. We use Tasks Extensively in Projects, and I need reports of how many Tasks a given person (resource) com...
Guest about 1 month ago in Reports

service reports

we need a way to send out service reports for work done and covered under a service contract. there is no invoice needed as this is covered by the contract
Guest 8 months ago in Reports / Service

Add back the ability to print a pdf of the Item Status report

using as a pallet list for the warehouse
Guest 6 months ago in Reports Researching

Report of Service Completed, by Resource

I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. I need reports of how many Service Callse a given person (resource) completed in a given week. This can ...
Guest about 1 month ago in Reports

High-level financial reporting roll-up (money in/out, A/P and A/R aging, project cost breakdown)

Problem Financial reporting in the platform stops at the pipeline view (open opportunities, what's been closed). There is no high-level financial roll-up tab that shows the actual money picture across projects: cash in vs. cash out for a period, a...
Dave Kirn 3 months ago in Reports
2
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Not supported for the current status

Inventory - Inventory Movement Report

As an inventory manager, I want to printout/email a report of items movement from a date range I define so that the appropriate company users are informed.
Brett Berger 10 months ago in Inventory / Reports Planned