Reports Archives

Preparing Total Office Manager for Contractor Compass™

Contractor Compass™ – Super Dashboard Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, […]

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Inventory By Warehouse Bins CDV

Arika /

Type: Custom Data View Reports Included: No Description: Listing of all serialized and inventory parts that have an item bin entered in the item setup. If no bin information is entered, the item will not appear in this CDV. This is by design. Drill Down: Yes, opens the item Columns and data for the Inventory

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Job Costing Overview Report

SusanLeichter /

How to Setup and use the Job Costing Overview Report The Job Costing Overview Report was created for a quick review of your cost on a particular job. This single page report will show you everything you need to know from open purchase orders, unbilled reimbursables, a breakout of the type of COGS and expenses

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Custom Data Views (CDV) for Report Building

Arika /

Build Custom Reports with the Custom Data View System Custom Data Views (CDV) can be powerful tools that allow our programmers to add a variety of information to a single location for use by you. For example, if you wanted a list of Sales by Salesperson, shown by month, and grouped by job, we can

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Building Custom Reports and Custom Styles CDV

SusanLeichter /

Introducing the Custom Report Builder The Custom Reports and Custom Styles feature allows users to create their own reports and templates. This process is the same for invoices, work orders, statements, purchase orders, and Custom Data Views (CDV). The work of editing and building templates and reports is done inside the Report Designer. This topic

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Contact Log (Employee) Report

SusanLeichter /

Introduction The Contact Log (Employee) report displays entries from employee contact logs. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Employee), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range – Choose from a pre-defined range

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Contact Log (Customer) Report

SusanLeichter /

Introduction The Contact Log (Customer) report displays log entries in report form from customer contact logs. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Customer), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in this report. Date Range – Choose

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Contact Log (Company) Report

SusanLeichter /

Introduction The Contact Log (Company) report displays entries in report form. Log entries are recorded in the contact log under Company Information. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Company), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available in

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Contact Log (Asset) Report

SusanLeichter /

Introduction The Contact Log (Asset) report displays log entries in report form for your company assets. Log entries are recorded in the Asset Manager. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Asset), or use the Report Navigator. Report Options Date Filter Area The following date filtering is

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Tony Blanca a year ago

I have been with Aptora since 2012 and I truly believe they want to make sure you are successful. Their software is truly an all...Read More »

Jeff Johnson 2 months ago

I called Aptora for support because our mobile server was not communicating with our techs. Jace was quick to remotely log into our server...Read More »

Don Thomson 8 months ago

I recently had the opportunity to work with one of the support agents at Aptora on two separate occasions. Jace Morrison was one of...Read More »

Reports

Preparing Total Office Manager for Contractor Compass™

Inventory By Warehouse Bins CDV

Job Costing Overview Report

Custom Data Views (CDV) for Report Building

Building Custom Reports and Custom Styles CDV

Contact Log (Employee) Report

Contact Log (Customer) Report

Contact Log (Company) Report

Contact Log (Asset) Report

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