Versions Compared

Old Version 4

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

...

Panel
panelIconId1f5d3
panelIcon:calendar_spiral:
panelIconText🗓️
bgColor#FFEBE6

Available from version 12.171

...

The Sales Daily Report contains information on the number of matches carried out and details sent

Tip

For more information on accessing and using the Sales Daily Report, click here: Sales Daily Report guides

1. Accessing the report

From main menu:

  • Click Reports and select Sales Daily Report

  • Two new columns are available to the far right of the report

    • Matches shows how many matches match activities have been carried out in the selected day and month by office and negotiator/user - these counts include where there has been journal entries for matches, hand matches, details sent and brochures sent

    • Details Sent shows how many details have been sent out in the selected day and month by office and negotiator/user - these counts only include the details sent journal entry

Note

The From version 12.171-12.184, the new columns shown above just display the counts - clicking a number to drill down to see the data behind the count will be available in a future releasethe counts

From version 12.185+, the counts can be clicked to see the data behind it, as outlined here:
Sales Daily Report enhancement to show data behind number of matches & details sent

Tip

For more information on accessing and using the Sales Daily Report, click here:
Sales Daily Report guides

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "reporting"

...