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Home > Reports > How to run a follow up report
How to run a follow up report
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The follow up report is a list of any follow up notes you have entered using the Follow Up Date field when creating a customer invoice.

 

he report shows the;

  • Invoice number the note was created against
  • Follow-up Date
  • Customer Name
  • Description of original invoice
  • Follow up note entered

 

1. To run the report, click on Reports from the menu options on the left hand side and then click on Business Reports;

 

 

2. Click on the down arrow icon to the far right of the blue Workshop Reports menu to expand the menu;

 

 

3. Enter the date range you want the report to cover and then click on the 'green printer' icon at the far right to generate the report, the report will open in a new tab and can then be printed;

 

 

 

 

 

 

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