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Q. How do I find a basic Report I can use?
A. The Profit Tools Help contains information and screen shots of many standard reports that are provided with the Profit Tools system. Open the Help system and Search on 'Free Report List'. This will bring you a list of Reports, Forms, and Auto Reports that can be used in Profit Tools. Q. What if I just want to Browse the Reports? A. Click on the Reports icon within Profit Tools. The general reports will be available to all users, and will be categorized by Report type. Additional Reports will be available to the PTAdmin user, so if you are looking for a financial report, or one that displays Employee info, be sure to log in as PTAdmin. Q. What if a report is close, but not quite what I need? A. Contact Profit Tools via phone or email and place a request for a custom report edit. This request will be forwarded to our reporting team, and placed in queue for a call back to discuss your specific needs. Any of the standard reports can be edited to add / remove; fields, filters, headers, columns, etc. Q. What if none of the standard reports are a good starting point? A. Contact us, we can create custom reports. The process takes a little longer when starting from scratch, and you will be asked to provide clear details on what the report needs to contain, and how it will be displayed, and you will be provided with a quote and an ETA for approval. Q. What if I still want more, or want drill down capabilities? A. Call and ask us about Business Intelligence product. Profit Tools Business Intelligence brings your Profit Tools Data together. Everything from operations, dispatch and billing to settlements and much more into one, very robust, powerful and intuitive analytics platform. |
How do I find a report in Profit Tools? - FAQ
