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1 Analyze Clients With Tag Based On Sales, Income and Amount Owed

Overview This tutorial explains how to analyze the sales income and outstanding payments of clients based on their tags Open The Desired Tag Analysis Window Click on Point of Sale component Click on the Reports tab Click on one of the following buttons Invoices…

2 How to Run a Report Based off of Image Number

OverviewSome photography studios photograph thousands of clients each year. In order to keep track of who has received a photo or not, you can easily create a report that allows you access to this information. This article assumes that you have already learned…

3 How to Use The Client List Generator

Overview The Client List Generator will create a list of clients based on custom fields. Once you have the list of clients you can export them to a CSV file, generate reports, or copy them straight to a Marketing Campaign. How to View the Custom Report Generator…

4 How to View Clients that Have Not Been Tagged

Overview This report provides a breakdown of the clients that have not been tagged How to View the Clients Not Tagged Report Click on the Clients component Click on the Reports tab Click the Clients Not Tagged Report button

5 Lead Reports

Overview This tutorial provides a breakdown of the various ways to view reports based on leads. How to View the Leads By Day This report provides a breakdown of the leads based on the day they were created. The report also includes a summary and a list of…

6 Overview of Client Reports

Overview This tutorial provides an overview on the different reports available in the clients section. How to Access the Client Reports Click on Client component Click on Reports tab Report Tool Tips All the client reports include tool tips where if you move…