Advanced Reporting w/ filtering
in progress
L
Leor Elfassy
Ryan Schmidt Hi Ryan, is there an update on this item? This is a great feature.
A
Aaron Rossow
We also need the ability to create a report of products in opportunities. We often have vendors want to know, for example, how many displays we currently have quoted so they can properly forecast their stock.
R
Ryan Schmidt
in progress
M
Mark Lorenson
Ryan Schmidt: Ryan can you let us know the status? Like Aaron said, vendors are looking for forecast data. It would be great to have a report that can find how many displays (make/model) are included in the forecasted opportunities
M
Mark Lorenson
Ryan Schmidt Can you provide an update on this feature that's in progress? You set in progress in Sept. but haven't seen a response to my question
R
Ryan Schmidt
Mark Lorenson Hi Mark, so sorry for the delay. I was out on paternity leave and today is my first day back. Let me get with the team to see the status on this and I will get back to you. Thank you!
N
Nick Mathers
Ryan Schmidt Also looking for updates on running reports. I am the service manager and need a way to see things like "service revenue for the month" and "service hours worked" etc etc. I need these to be able to check our margins and that we are making money on a weekly or monthly basis.
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Mark Lorenson
Ryan Schmidt What did you find out?
J
Jared Levine
This is a very important feature that we'd like to see rolled out fairly quickly if possible.
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Louis-Charles Halley
Advanced reporting is mandatory as D-Tools Cloud is growing. More and more opportunities are created, as well as proposals. Increase the amount of available filters and metrics.