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.