Reports - FAQLast updated on 11/08/2022
How do I find reports?
Why can’t I find the report I’m looking for?
What are the differences between legacy reports, custom reports, and built-in reports?
How can I find more information about a report?
Why can’t I add my co-worker to my report’s sharing settings?
Some report columns include a Total at the bottom. Why isn’t this available for all columns?
How can I use reports to calculate job costing?
Sales and revenue reports
What’s the difference between sales and revenue?
What’s a sold threshold?
What’s the difference between a closed job and a converted job?
What are opportunities?
What’s a No Charge job?
How can a No Charge job be an opportunity?
What are income items?
What is the difference between a Conversion Rate and a Close Rate?
What is a Conversion Rate?
How is the conversion rate calculated?
What is a Close Rate?
How is the close rate calculated?
Where can I find Conversion Rates in reporting?
Where can I find Close Rates in reporting?
Where do I set reporting permissions?
Why can’t I run my co-worker’s report even though I have the correct reporting permissions enabled?
Why can I edit columns in some reports and not others?
Do reporting permissions also apply to custom dashboards?
When I try to share a custom report I created, why can’t I find my co-worker in the Sharing tab?
As an administrator, why can’t I access the sharing settings of custom reports created by other office employees?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.