Here’s what you need to know about the reporting tool

 

 

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The Reporting feature is a great way to ensure your business is running at its most efficient, from both a strategic and operational perspective.

This webinar will give you an insight into the reporting feature and provide you with the knowledge required to identify opportunities for streamlining processes and assessing the success of your business.

With Commusoft’s Reporting feature you can view a number of reports and filter them to match your unique requirements as well as create custom reports that address specific operational needs.

In this webinar we covered

  • How to add widgets
  • The basics of the reporting categories
  • How to customise the way you view your reports
  • Filtering your reports
  • Exporting and downloading your reports
  • Utilising report data
  • Creating custom reports to view outstanding jobs, outstanding invoices, unallocated credit notes, estimates, user time sheets and more

If you’d like to know more about our latest features check our product blog