Finance Reports
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      Sale Report

      This report allows you to report on Member's previous availability with the following reporting Filters which then appear by Qualification

      Mandatory Fields

      • Date from

      • Date To

      • Group By - Office or State

      Optional Fields

      • Group Name

      • Compare With

      • State Name

      • Service Location

      • Compare Period

      • Office Name

       

      To Access:

      1. Reports - Finance Reports - Sales Report

      2. Enter Relevant fields and Get Report 

         If you click on the figures it will break down the offices to service locations

        Then Shifts

        If you select ”View log” it will allow you to export just that shift data to email, excel or pdf

      To Send email

      1. Once the report is loaded you can click “Send Email” and the report will auto attached and you are able to use an email template and press send

      To Print

      1. To Export please Select the highlight icon below then select the File Format

         

      2. Select either Excel or Pdf and it will download for you