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.