Help Portal
(800) 596-4368     Offer a Testimonial     Earn $200!        Join Meeting
  • Home
  • Videos
    • SharpStart
    • SharpSkill
    • MS Mini’s
    • MSOU
    • Product Releases
  • Calendar
  • Release Notes
  • Resources
  • Contact
    • Contact Us
    • Update Contact Info
    • Meet the Team

What can we help you find?

  1. Home
  2. Knowledge Base
  3. Reporting

Reporting

76 Articles

Any additional questions? For immediate assistance, give the client success team a call at 1-800-596-4368.

  • Know Your Numbers (KPI) 2 Articles
    • Know Your Numbers (KPI) Worksheets & Planners
    • Totals & Grouping by Salesperson
  • Exporting & Formatting 0 Articles
  • Upper-Level (Blue) Tab Reports 2 Articles
    • Reporting Tab
  • Print Assistant List Reports 0 Articles
  • Reporting Tab 28 Articles
    • DNC Audit Report
    • QuickBooks Log Report
    • Call Center Report
    • Detailed Marketing Report
    • Lead Cost Report
    • Job Cost Report
    • Production Report
    • Production Status Report
    • Balance Due Report
    • Commission Payment Report
  • The Detailed Reports - BYOR 0 Articles
  • Dashboards 5 Articles
    • Dashboard Overview
    • SharpSkill – Lead Cost Report
    • MSOU – Knowing Your Numbers: Reporting With MarketSharp!
    • How to Turn on Dashboards

Print Assistant List Reports

    Upper-Level (Blue) Tab Reports

      The Detailed Reports – Build Your Own Report

        Exporting & Formatting

          Know Your Numbers (KPI) Worksheets & Planners

            DNC Audit Report

              QuickBooks Log Report

                Call Center Report

                  Detailed Marketing Report

                    Lead Cost Report

                      Job Cost Report

                        Production Report

                          Production Status Report

                            Balance Due Report

                              Commission Payment Report

                                Commission Report

                                  Demographics Report

                                    Detailed Sales Report

                                      Installed Volume by Work Crew & Product Detail Report

                                        Opportunity Report

                                          Payment Report

                                            Sales Performance Ratio Report

                                              Sales Report

                                                Sales Report by Financed

                                                  Sales Report by Job Status

                                                    • 1
                                                    • 2
                                                    • Next
                                                    Getting Started
                                                    New Users
                                                    10 Step Getting Started Guide
                                                    SharpStart One Hour "Go Live Guide"
                                                    Logging into MarketSharp
                                                    Navigation Bar
                                                    Logging Out of MarketSharp
                                                    Our Training Program
                                                    Creating a Desktop Shortcut
                                                    Downloading MarketSharp Mobile Apps
                                                    Downloading MarketSharp Mobile App on IPad
                                                    Adding Employees
                                                    Forgot Username or Password
                                                    MarketSharp & Your Computer
                                                    Supported Browsers
                                                    Updating Web Browsers
                                                    Supported Operating Systems
                                                    System & Internet Requirements Recommendations
                                                    Cookies
                                                    Supported Software - MS Office
                                                    Managing Your Employees
                                                    Enter an employee
                                                    Employee permissions
                                                    User Login Restrictions
                                                    Changing Employee Passwords
                                                    Multi Database Employee Sharing
                                                    Setting up the Admin Section
                                                    General Setup
                                                    How to Upload Your Company Logo
                                                    Editable Drop Down Lists
                                                    Custom Fields
                                                    MarketSharp & Do Not Call
                                                    Default Appointment Length Set Up
                                                    MarketSharp Workflow & Customization
                                                    My Account
                                                    What Is My Account?
                                                    Change My Password
                                                    Reset User Preferences
                                                    Time Sheet
                                                    Backups
                                                    MarketSharp Backup and Download
                                                    Contact Management
                                                    Data entry
                                                    Contact Record View
                                                    Create and Manage Contacts
                                                    How to Delete a Contact
                                                    How to Add a Prospect and Transfer to a Lead
                                                    How to Add a Lead
                                                    Adding/Editing Appointments
                                                    How to Add Job Site Address
                                                    Search and Tag
                                                    Tab View and Panel View
                                                    Do Not Call (DNC)
                                                    Changing/Editing Dropdowns
                                                    Lead Paint
                                                    Appointments & Your Sales Team
                                                    Adding an Appointment
                                                    Resulting an Appointment
                                                    Emailing Appointments to Salespeople
                                                    Sales Tab
                                                    MarketSharp Mobile
                                                    Calendar & Scheduler
                                                    Calendar Overview
                                                    Slot Scheduler
                                                    Calendar Colors
                                                    Enabling Google Calendar to Integrate with MarketSharp Calendar
                                                    Quick Lead Entry & Call Scripting
                                                    Call Out Scripting
                                                    Quick Lead Entry and Call In Scripting
                                                    Attachments
                                                    Available Attachment Space
                                                    Adding Attachments
                                                    Importing
                                                    Custom Lead Capture
                                                    Lead Capture Intergrations Available
                                                    Advanced Lead Capture Customization
                                                    Importing Contacts from Leads Express
                                                    Importing Contacts
                                                    Marketing
                                                    Emailing From MarketSharp
                                                    MarketSharp Email
                                                    How to Email from Outlook
                                                    Constant Contact
                                                    CAN-SPAM Rules
                                                    Activities & Activity Processes
                                                    How to Add an Activity
                                                    Adding Activity Processes
                                                    Automation Rules
                                                    Appointment Rules
                                                    Inquiry Rules
                                                    Activity Rules
                                                    Job and Service Rules
                                                    Direct Mail
                                                    MarketSharp Mail
                                                    SmartMail Plus
                                                    How to Do a Radius Mailing
                                                    Purchase Consumer Names
                                                    Direct Mail Worksheets & Planners
                                                    Nurture Marketing
                                                    Annual Marketing Worksheets & Planners
                                                    Lead Generation
                                                    Lead Generation Worksheets & Planners
                                                    Lead Recovery
                                                    Lead Recovery Worksheets & Planners
                                                    Lifetime Customers
                                                    Surveys
                                                    Lifetime Customer Worksheets
                                                    Filtering / Printing / Editing
                                                    Filters
                                                    The Purpose of Filters
                                                    How to Add/Edit a Filter
                                                    Prospects Filtering Options
                                                    Leads Filtering Options
                                                    Customers Filtering Options
                                                    Search Columns
                                                    Filtering Operators
                                                    How to Make a Promptable Filter
                                                    How to Make a Filter for an Appt Result
                                                    Views
                                                    How to Create a View
                                                    Views on the Upper-Level Tabs
                                                    Tab View and Panel View
                                                    Editing Print Files
                                                    Editing/Adding a Letter File
                                                    How to Add ‘Or Current Resident to a Postcard’
                                                    Editing a Check Mailer (Coming Soon)
                                                    Editing a Brochure Mailer (Coming Soon)
                                                    Editing an Envelope Mailer (Coming Soon)
                                                    Editing a Label (Coming Soon)
                                                    Editing a List (Coming Soon)
                                                    Editing Other Mailers (Coming Soon)
                                                    Multiple Page List & Label Files (Coming Soon)
                                                    Inserting Images in a Postcard (Coming Soon)
                                                    Printing Print Files
                                                    Quick Print
                                                    Print Wizard
                                                    The Upper-Level (Blue) Tabs
                                                    Contacts Tab
                                                    Activity List
                                                    Slot Scheduler Tab
                                                    Calendar Tab
                                                    Sales Tab
                                                    Production Tab
                                                    Service Tab
                                                    Reporting Tab
                                                    Exporting Your Data
                                                    Contacts Tab
                                                    Activity List Tab
                                                    Sales Tab
                                                    Production Tab
                                                    Service Tab
                                                    Reporting Tab
                                                    Data Backup Download
                                                    Search & Tag
                                                    Quick Find
                                                    Tagging on the List & Record View
                                                    Modules & Apps
                                                    Marketing Apps
                                                    MarketSharp Email
                                                    MarketSharp Mail
                                                    SmartMail Plus
                                                    Constant Contact
                                                    800 Response
                                                    LeadsExpress
                                                    Five9 Documentation
                                                    Sales, Events, & Canvassing Tools
                                                    Sales Rabbit
                                                    iCapture
                                                    Sales Appointment Routing
                                                    MarketSharp Mobile
                                                    RenoWorks
                                                    One Click Contractor
                                                    Online Reputation & Customer Feedback
                                                    Listen360
                                                    Listen 360 Reviews
                                                    GuildQuality Overview
                                                    How to Set up GuildQuality
                                                    Lead Provider Integration
                                                    Keyword Connects
                                                    QuinStreet
                                                    Modernize
                                                    HomeAdvisor
                                                    Metal Roofing Alliance
                                                    Socius Marketing
                                                    Surefire Social
                                                    CraftJack
                                                    networx
                                                    Admin / Management Apps
                                                    PaySimple Integration
                                                    PaySimple Payment Manager
                                                    Unlink PaySimple Payments
                                                    API (Coming Soon)
                                                    Multi Database Management
                                                    QuickBooks
                                                    Quickbooks Online - Invoice
                                                    MarketSharp Texting
                                                    How to Send a Manual Text
                                                    Partners
                                                    MarketSharp Connect Integration for Renewal by Andersen
                                                    After the Sale
                                                    Job Data Entry
                                                    Job Details
                                                    Job Products
                                                    Job Site Addresses
                                                    Financial Data & Payments
                                                    Production
                                                    Work Orders
                                                    Adding Production Tasks & Processes
                                                    Production Report
                                                    Production Status Report
                                                    Production Tab
                                                    Project Manager
                                                    Commission
                                                    How to Enter Commission
                                                    Commission Payment Report
                                                    Commission Report
                                                    Costs
                                                    How to Enter Job Costs
                                                    Job Cost Report
                                                    Service
                                                    Service Scheduling
                                                    Service Tab
                                                    Service Orders
                                                    Service Report
                                                    Regulation Compliance
                                                    Lead Paint
                                                    Surveys
                                                    Enter Survey Information
                                                    Demographics Report
                                                    Print a Survey
                                                    Call Center
                                                    Call Center Setup (Video)
                                                    Call Center v2
                                                    Inbound Calling
                                                    Calling Queue Data
                                                    Do Not Call - DNC
                                                    Reporting
                                                    Exporting & Formatting
                                                    Service Report
                                                    The Detailed Reports – Build Your Own Report
                                                    Know Your Numbers (KPI)
                                                    Know Your Numbers Worksheet
                                                    Totals & Grouping by Salesperson
                                                    Dashboards
                                                    Dashboard Overview
                                                    How to turn on Dashboards
                                                    Print Assistant List Reports
                                                    Upper-Level (Blue) Tab Reports
                                                    Reporting Tab
                                                    DNC Audit Report
                                                    QuickBooks Log Report
                                                    Call Center Report
                                                    Detailed Marketing Report
                                                    Lead Cost Report
                                                    Job Cost Report
                                                    Production Report
                                                    Production Status Report
                                                    Balance Due Report
                                                    Commission Payment Report
                                                    Commission Report
                                                    Demographics Report
                                                    Detailed Sales Report
                                                    Installed Volume by Work Crew & Product Detail Report
                                                    Opportunity Report
                                                    Payment Report
                                                    Sales Performance Ratio Report
                                                    Sales Report
                                                    Sales Report by Financed
                                                    Sales Report by Job Status
                                                    Sales Report by Product
                                                    Sales Report by Product Detail
                                                    Sales Report by Project Manager
                                                    Sales Report by Salesperson
                                                    Sales Report by Salesperson & Product Detail
                                                    Sales Report by Work Crew
                                                    Release Notes
                                                    View All Videos
                                                    Join Meeting
                                                    Resources
                                                    ThemeNcode PDF Viewer [Do not Delete]
                                                    ThemeNcode PDF Viewer SC [Do not Delete]

                                                    MarketSharp

                                                    Phone: (800) 335-4254
                                                    Fax: (608) 779-5045
                                                    [email protected]

                                                    Free Demo

                                                    Feature Request

                                                    Your feedback drives future development of new features in MarketSharp!

                                                    Submit Your Idea

                                                    Quick Links

                                                    • Home
                                                    • Videos
                                                    • Events
                                                    • Released Notes
                                                    • Contact Us
                                                    • Meet the Team
                                                    • Open Source Licensing Information

                                                    Sign Up

                                                    Sign up to receive new blog posts and webinar announcements by email:

                                                    Join Us

                                                    • Email
                                                    • Facebook
                                                    • Twitter
                                                    • YouTube
                                                    © Copyright MarketSharp.