all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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1/21/20 from Steve: I spoke with Brandon and he said we can build a specific report for this purpose. It would grab the quotes and compare the time between creation of the quote and the creation of the invoice. This would run $400 seed money and is estimated at 8 hours to build, test and push into production. Let me know how you would like to proceed. email from client:1/20/20 We are still trying to come up with a solution for figuring out how long it takes our staff when they save a quote on the floor, when the quote is re-saved in the kitchen, and finally, once the quote has been converted to an invoice at the register. Drea and I got close using an employee history report, but it is not exportable which is the main issue I am having when trying to use that data to query against invoice data and then build a report. For one day of quotes in Manitou, we are looking at 9-14+ pages since I can not export them, it is not a feasible option. So I went back to the Super Advanced Invoice search and selected "Quote (the quote report only works independantly)" which gave me the following error when I hit Search Line Items: Is there any way we can make the history reports exportable? Is there any other report or searchable data that I am not thinking about that would produce the results I am trying to achieve? |