KPI Main (Client Based)

Report Parameters: Client: Select one client you want to see Start Date: Date you would like to run the report from End Date: Date you would like to run the report until It is required for you to import the KPI Main (client based) alongside the KPI sub reports: SubCompletedTask, […]

Checklist Report – Serviceable Units Not Enabled

This is the same as the standard checklist report without any link to serviceable units for businesses who do use serviceable units and have these tables in their database.

Checklist Report

This is the standard checklist report including all checklist items to display within the report.

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AdministratorChecklistClientDisbursementGeneralInvoiceJobPayrollProductivityProspect OpportunityPurchase OrderQuoteTaskTrakUsers

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