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

Once you select the "Booked By Referral Source" 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): You can use this drop down menu to select the different Branches of your Company. (if applicable)
  • (GREEN): Once you've selected your Date Ranges you will click the "View" Button.
  • (LIGHT BLUE): This button gives you the option to export to a PDF File.
  • (DARK BLUE): This button gives you the option to export to a PDF File.
  • (PINK): Highlighted in Pink is the breakdown of the jobs on the report being generated. 
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