In the top toolbar you will find a menu named “Reports” in which you will find several canned reports such as a Booking, Sales, Backlog report and more! You can use the top document actions toolbar within each report to Save, Email, Export and other actions necessary. If you prefer a Grid Listing where you can manipulate the data see more hereand create custom Grid Layouts you can access a Booking Report from the Analysis menu (see additional information here).
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Booking Report
This report is to view historical booking reports based on the Book Date. This report will give you some graphical results and text data to include Book Date, Sell, Cost, Profit and more. The report will be broken down by salesperson with Grand Totals at the bottom.
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