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Booked By Sales Rep

Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over 3 weeks ago

To get to the "Booked By Customer" Reports Tab you will follow the Tabs below:
Reports > Booked > Booked By Sales Rep  (refer to the image below)

Once you select the "Booked By Sales Rep" option you will see the screen below:

  • (RED): The area in red is where you will enter in the Date Ranges for the report you are generating.

  • (ORANGE): Once you've selected your Date Ranges you will click the "View" Button. 

  • (BLUE): This Detailed button shows the same report but shows the customer information.

  • (GREEN): These buttons give you the option to export to a PDF or CSV file.

  • (PURPLE): You can use these drop down menus to select the different Branches of your Company. (if applicable)

  • (PINK): Highlighted in Pink is the breakdown of the jobs on the report being generated. 

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