Service CRM Online Software | Poky.com» security system http://poky.com Your business on the web. Wed, 26 Aug 2009 16:57:53 +0000 http://wordpress.org/?v=2.8.4 en hourly 1 Reports Section http://poky.com/help-wiki/reports-section/ http://poky.com/help-wiki/reports-section/#comments Wed, 24 Jun 2009 15:49:40 +0000 mike http://dev.poky.com/help-wiki/reports-section/

Contents

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  1. 1 Brinks Reports
  2. 2 Referral Source Report
  3. 3 Custom PDF Reports
Reports Navigation

Reports Navigation


The reports section currently allows you to generate referral source and brinks PDF reports based on your selections. You can use the Save Selected Preferences button to save and use the same selections for future use. If your business needs to generate reports based on data that is not currently supported contact support@poky.com to find out more about custom reports.


Brinks Reports

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Brinks reports allow you to select data from the database and create a report based on that data. The only required field is the date range, but you will usually want to include selections from one or more of the other areas. The order contains fields allows you to select what services and workers are associated with the order along with the overall status of the order. You can then select how the PDF will be formatted and to whom the report will be emailed to. If you want to save these selections for future use click the Save Selected Preferences button, this will bring up a dialog asking you to name the preferences. At anytime you can click the Generate Report button to see the created report based on your selections. The brinks report will include data such as the customers information and whether a security system is present and if the customer wanted a security evaluation.


Referral Source Report

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Creating a referral source report will generate a report containing data about the customer, location information and details about the selling, listing and referral agents/ sources involved. This report is similar to the Brinks Report in that you can make selections from the date range, order contains, PDF format and email fields. However with the referral source report you will most likely want to make client company and client individual selections. Doing this will allow you to narrow down the companies that will be returned in the report and you can narrow things down even further by selecting a limited number of employees associated with these companies. To search for company individuals that are associated with the selected companies above click search without entering anything in the search field. Or you can search for specific individuals by name. As with the Brinks report you can select who will receive the email and in what format. You can also save the selections for future use.








Load Saved Preferences To Auto Populate Selections

Load Saved Preferences To Auto Populate Selections




Save Your Selections For Future Use

Save Your Selections For Future Use


Custom PDF Reports

If your company needs to obtain PDF reports on different data that is being stored you can contact support@poky.com to get more information on custom reports. We are here to make managing your business on the web as easy as possible and custom reports are part of that commitment.



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