How to run a financial report for a specific department in Flobot

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How to run a financial report for a specific department in Flobot

Please see images below

 

1. Select jobs or orders from the top navigation menu

2. Select ‘Advanced Orders Search’ form the drop down cabinet on the right

3. Apply the filters you require. In this case 11a Job closed will give you only those jobs that were completed and have a monetary value attached to them

4.Again for the drop down menu select ‘Export all invoices to CSV’

5. This will create an csv / excel file that gives you a list of all those records with the various filters applied

6. Now you just need to get Excel to add the columns up if you want a total.

 

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