The Sales Report shows you a list of all jobs (that do not have a Contract Status of “Cancelled” or “Finance Rejected”) to help you keep tabs of what has been sold.
| Report Columns Displayed | Description |
|---|---|
| Contract Date | Displays Contract Date from the Job Data Entry Screen |
| Sale Date | Displays the Sale Date from the Job Data Entry Screen |
| Job Number | Displays the Job Number from the Job Data Entry Screen |
| Contact | Displays the name of the Contact from the Contact Data Entry Screen |
| City, State, Zip | Displays the city, state, and zip code from the Contact Data Entry Screen |
| Job Amount | Displays the Total Contract (a total of all products entered in on the Job Data Entry Screen) |
| Balance Due | Displays the result of the Total Contract minus any payments that have been entered |
| Filtering Options (ie-Date Range) |
|---|
| All Records |
| Contract Date Range |
| Sale Date Range |
| Grouping Options |
|---|
| None |
