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This report provides the user with a breakdown of jobs by customer category for the time period and order status specified. The Orders by Customer Category report can be used to examine the type of clients with which you have been conducting business, to better target marketing or to evaluate the results of previous marketing campaigns.
| o | Blank - it is not recommended that you leave both date fields blank. This may result in a "blank" or inaccurate report. |
| o | To: Date only - this will show you everything from the beginning up to the specified date. |
| o | Both - this will show you results for the specified date range. |
| o | Sales Rep - limits the results to a single Sales Rep. |
| ▪ | Orders Booked - When flagged, the calculation will only include jobs that have been booked (not yet invoiced). |
| ▪ | Invoiced - When flagged, the calculation will only include jobs that have been invoiced. |
| ▪ | Paid - When flagged, the calculation will only include jobs that have been paid. |
| o | Group by sales rep - each sales rep will have their own pages within the report, and the last page will show a summary of all sales reps with their totals. |
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