Custom Quotes w/Breakout

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Marcus Corona

• March 31, 2021 19:39

Hey guys, 

Has anyone else noticed that the random merged fields and formatting applied to Flex exports makes for a ton of work when trying to analyze data? 

I need a Quotes w/Breakout type of report but with added columns for Account Manager and Project Manager. With each breakout of revenue data getting it's own column, and not grouped together into a single column.

Example: 
Quote # | Quote Name | Status | Acct Mgr | Project Mgr | Equipment Revenue | Labor Revenue | Service Rev | Grand Total | 

Is this an easy custom report? Is there a group of search tokens that correlate to the "Breakout total after discount (by resource type)" that I could add to the Quotes view and export myself, without building a custom report? 

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  Aaron Horn

  • March 31, 2021 22:38

  Hey Marcus,

  It shouldn't be too bad of a job to get the columns oriented around resource types as a custom report.  Adding the other fields is easy.

  If you're wanting to show revenue by resource type in a View in the user interface, you'd need to setup a Fee Matrices to calculate correctly and add them to your Totals section of a View.

  Reply with your thoughts and direction, and I can provide some more detail.  Or feel free to reach out directly.

  Aaron Horn
  Consultant (endorsed by Flex)
  aaronjhorn@gmail.com
  615.335.1225

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