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 |
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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) |
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All Records |
Contract Date Range |
Sale Date Range |
Grouping Options |
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None |