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Topics started by Breck

1 Topic

BreckNew Participant

asked in Dashboards and Reports

Daily Management Report

I am trying to make a report that shows the total number of calls/jobs vs the number of calls/jobs with a ticket of at least $189, broken down by team member. I would also like a report showing the total average invoice, broken down by team member. And the MTD/YTD totals, broken down by team member. Additionally, if we can separate all of these by tags such as commercial vs residential. Is there a way to set all of this up? I've been playing around and I think I have found the average invoices and MTD, but that is about it.

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