@extends('layouts.app') @section('content')

Reports

Standard reports are available based on module (e.g., Lead's, Project's, etc.); select the desired module from the tabs below then select the desired report. To export data, click on the Data Exporter tab, select the desired filters and then choose the appropriate dataset to export to Excel.

A filter restricts the amount of data returned for the selected report. For example, if you would like to see only data returned for a particular office; then select the desired office from the Office drop down list.

The following exportable record sets have been filtered by the selected criteria. Click on the desired link below; you will have the option to either Open the file or Save the file to a local location (e.g., desktop, local drive, etc.). When opening a file, all file formats are in Microsoft XLS (Excel), select "Yes" when prompted by Excel to open the file. If saving the file, navigate to the desired location then click Save.

Lead to Contract details.

Detailed list of contracts with lead information.

Details for all Job Phases. Can take several minutes to compile if no filter criteria is set.

Draw/Addendum Payments for all Phases. (Filter by Office, Phase, or Dates)

Listing of all assigned Work Orders. Monthly Sales by Salesperson Analysis of monthly sales based on selected date range. Required: Created On/After and On/Before Dates.

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{{--@include('proedge.modal.report.project.reportAcceptNotCompleted')--}} {{--@include('proedge.modal.report.project.reportCompletedPhases')--}} {{--@include('proedge.modal.report.project.reportCompletedPhasesWOption')--}} {{--@include('proedge.modal.report.project.reportCompletedPhasesWDetail')--}} {{--@include('proedge.modal.report.project.reportCustomerDetail')--}} {{--@include('proedge.modal.report.project.reportAssignedDecks')--}} {{--@include('proedge.modal.report.project.reportTileOverview')--}} {{--@include('proedge.modal.report.project.reportInteriorFinishSelection')--}} {{--@include('proedge.modal.report.project.reportPhaseScheduleWDetail')--}} {{--@include('proedge.modal.report.project.reportProjectScheduleSummary')--}} {{--@include('proedge.modal.report.project.reportScheduledAssignmentsByContact')--}} {{--@include('proedge.modal.report.project.reportWeeklySummaryEmailStatus')--}} {{--@include('proedge.modal.report.project.reportCompletedDecks')--}} {{--@include('proedge.modal.report.project.reportScheduleDigSteel')--}} {{--@include('proedge.modal.report.project.reportScheduleDigElec')--}} {{--@include('proedge.modal.report.project.reportScheduleDeckSetInterior')--}} {{--@include('proedge.modal.report.project.reportPFMTest')--}} {{--@include('proedge.modal.report.project.reportExcavation')--}} {{--@include('proedge.modal.report.project.reportConstructionCompletedPhases')--}} {{--@include('proedge.modal.report.project.reportContractCompleted')--}} {{--@include('proedge.modal.report.project.reportContractSold')--}} {{--@include('proedge.modal.report.project.reportJobStartVolume')--}} {{--@include('proedge.modal.report.project.reportCompletedPhaseCount')--}} {{--@include('proedge.modal.report.project.reportConstructionPeriodAnalysis')--}} {{--@include('proedge.modal.report.project.reportFromToPhases')--}} {{--@include('proedge.modal.report.project.reportStartLastPhases')--}} {{--@include('proedge.modal.report.project.reportJobWarrantyExpiration')--}} {{--@include('proedge.modal.report.project.reportGuildQualityCompletedJob')--}} {{--@include('proedge.modal.report.project.reportSelectionManagerAllSelection')--}} {{--@include('proedge.modal.report.project.reportSelectionManagerByPhase')--}} {{--@include('proedge.modal.report.project.reportSelectionManagerSearchSelection')--}} {{--@include('proedge.modal.report.project.reportLegacySelectionAllSelection')--}} {{--@include('proedge.modal.report.project.reportLegacySelectionSearchSelection')--}} {{--@include('proedge.modal.report.project.reportJobEquipmentXLS')--}} {{--@include('proedge.modal.report.lead.reportLeadSourceType')--}} {{--@include('proedge.modal.report.lead.reportLeadReceived')--}} {{--@include('proedge.modal.report.lead.reportAssignedLead')--}} {{--@include('proedge.modal.report.lead.reportAssignedLeadTotal')--}} {{--@include('proedge.modal.report.lead.reportUnassignedLead')--}} {{--@include('proedge.modal.report.lead.reportExportLead')--}} {{--@include('proedge.modal.report.lead.reportSalesLeadDay')--}} {{--@include('proedge.modal.report.lead.reportSalesLeadWeek')--}} {{--@include('proedge.modal.report.lead.reportSalesLeadMonth')--}} {{--@include('proedge.modal.report.lead.reportAssignmentAnalysis')--}} {{--@include('proedge.modal.report.lead.reportAssignmentYear')--}} {{--@include('proedge.modal.report.lead.reportSalespersonClosingRatio')--}} {{--@include('proedge.modal.report.lead.reportLeadSoldAnalysis')--}} {{--@include('proedge.modal.report.lead.reportExportLeadTask')--}} {{--@include('proedge.modal.report.lead.reportLeadActiveTask')--}} {{--@include('proedge.modal.report.contact.reportCustomerContactPDF')--}} {{--@include('proedge.modal.report.contact.reportCustomerContactXLS')--}} {{--@include('proedge.modal.report.contact.reportVendorContactXLS')--}} {{--@include('proedge.modal.report.contact.reportCustomerReportCard')--}} {{--@include('proedge.modal.report.contact.reportCustomerReferralList')--}} {{--@include('proedge.modal.report.contact.reportSalespersonAverage')--}} {{--@include('proedge.modal.report.contact.reportSalespersonDetail')--}} {{--@include('proedge.modal.report.contact.reportSupervisorAverage')--}} {{--@include('proedge.modal.report.contact.reportSupervisorDetail')--}} {{--@include('proedge.modal.report.contact.reportNoteComment')--}} {{--@include('proedge.modal.report.account.reportLeadSalesDig')--}} {{--@include('proedge.modal.report.account.reportLeadSalesDigSummary')--}} {{--@include('proedge.modal.report.account.reportSalesTaxCalc')--}} {{--@include('proedge.modal.report.account.reportSalespersonProfitability')--}} {{--@include('proedge.modal.report.account.reportAccountAging')--}} {{--@include('proedge.modal.report.account.reportAccountAgingSummary')--}} {{--@include('proedge.modal.report.account.reportCompletedPool')--}} {{--@include('proedge.modal.report.account.reportDrawPhases')--}} {{--@include('proedge.modal.report.account.reportJobCostSummary')--}} {{--@include('proedge.modal.report.account.reportMissingEstimate')--}} {{--@include('proedge.modal.report.account.reportMissingInvoice')--}} {{--@include('proedge.modal.report.account.reportInvoiceTotal')--}} {{--@include('proedge.modal.report.account.reportWIPReport')--}} {{--@include('proedge.modal.report.account.reportWIPSummary')--}} {{--@include('proedge.modal.report.account.reportAddendaEarned')--}} {{--@include('proedge.modal.report.account.reportAddendaScheduled')--}} {{--@include('proedge.modal.report.account.reportAddendaActive')--}} {{--@include('proedge.modal.report.account.reportJobBalanceSummary')--}} @endsection