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. 
  • (GREEN): This button gives you the option to export to a PDF File.
  • (LIGHT BLUE): This button gives you the option to export to a 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. 
Did this answer your question?