Sales Report

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.

Sales Report Images

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

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