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dsaul / DispatchPulse-CE

Dispatch Pulse is a web based field service management system with many modules.
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Tigerpaw Reports that we may consider implementing #14

Open dsaul opened 2 years ago

dsaul commented 2 years ago

account type list

dsaul commented 2 years ago

email message template list

dsaul commented 2 years ago

contact bill description

dsaul commented 2 years ago

account status list

dsaul commented 2 years ago

account source list

dsaul commented 2 years ago

account rep list

dsaul commented 2 years ago

sales tax districts list

dsaul commented 2 years ago

general ledger distribution code list

dsaul commented 2 years ago

debit memo descriptions

dsaul commented 2 years ago

b+o tax codes

dsaul commented 2 years ago

accounting link list

dsaul commented 2 years ago

accounting g/l account types

dsaul commented 2 years ago

service orders received/closed/still open by type

dsaul commented 2 years ago

service orders received/closed/still open by priority

dsaul commented 2 years ago

sales by rep gross profit/margin year over year

dsaul commented 2 years ago

revenue year over year

dsaul commented 2 years ago

Recurring revenue year over year

dsaul commented 2 years ago

Gross Profit/Margin Year over Year

dsaul commented 2 years ago

work in progress, job cost analysys

dsaul commented 2 years ago

vertical sales overview

dsaul commented 2 years ago

trouble accounts report

dsaul commented 2 years ago

trending service orders time of day

dsaul commented 2 years ago

trending by service order type previous year compare

dsaul commented 2 years ago

time logs and time slips timesheet with reason

dsaul commented 2 years ago

tech utilization billable hours for specified tech

dsaul commented 2 years ago

Posted Revenue Year over Year

dsaul commented 2 years ago

tech utilization billable and contract hours

dsaul commented 2 years ago

summary statement of account, aging totals

dsaul commented 2 years ago

serice orders that are not completely invoiced

dsaul commented 2 years ago

service order work in progress financial for

dsaul commented 2 years ago

sales report grouped by rep, profit margin

dsaul commented 2 years ago

quote margin report by rep, for all or specified

dsaul commented 2 years ago

project work in progres, financial for allopen

dsaul commented 2 years ago

payment summary grouped by payment type

dsaul commented 2 years ago

opportunity won and lost, type, name

dsaul commented 2 years ago

list of unapplied payments, pending reciepts and

dsaul commented 2 years ago

job cost report from service orders, for all or sp

dsaul commented 2 years ago

FTC red flag rules for all or specified action

dsaul commented 2 years ago

customer bill to aging posted invoices for all or

dsaul commented 2 years ago

cumulative security role information per rep

dsaul commented 2 years ago

cumulative security information per rep

dsaul commented 2 years ago

Accounts without sales since

dsaul commented 2 years ago

Accounts without a service order since

dsaul commented 2 years ago

rep journal activity points for the created date

dsaul commented 2 years ago

journal action activity points for the created date

dsaul commented 2 years ago

call count analysis by journal (note) action

dsaul commented 2 years ago

journal notes for all or specified reps

dsaul commented 2 years ago

unpaid posted invoice aging

dsaul commented 2 years ago

unpaid invoiices aging

dsaul commented 2 years ago

unapplied receipts for all or specified accounts