Update: Custom reporting with new Sales and Invoice Overviews
Amongst recent updates and tweaks, our team have added two brand new report tabs for branch owners to access. These tabs contain reports on sales and invoices that can be viewed according to date range, making it easier than ever to track opportunities and payments within RAVE.
Both custom reports can be printed and/or exported to csv files. This means you can view your reports anywhere, in digital and printed form – very handy for meetings and presentations!
The Sales Overview report, displays all client projects that have had opportunities updated in a selected date range. Now, you can receive a customised report of sales activity in just a few clicks.
Simply select the Sales Overview tab, and set your start and finish dates to display your results – you can then “Print” or “Export” as required.
The Invoice Overview report, focuses on a project-based view of raised invoices and payments received in a selected date range – keeping you in the loop with what’s going on.
Again, simply select the Invoice Overview tab, and set your start and finish dates to display your results. You can utilise the search box to drill down your results by sales person, and then “Print” or “Export” as required.
For a complete view of all the technical updates and tweaks that have been made to RAVE recently, check out the Technical Updates section of our blog.
As always, if you need any support with RaveBuild, we encourage you to reach out to us at email@example.com or call us at (NZ) 07-210-2228 or (AUS)1800-179-163