• Please provide the following contact information:

  First Name
  Last Name
  Company
  Work Phone
  E-mail

   

• Please select your report type:

  Type	Sales Financial Commission Inventory Job A/R Payroll Other

           If other,

• Please select your report style:

           Detail     Summary

• Will you export report data to Excel?:

  Yes     No
   
  
  

• What data fields do you want on your report? (i.e. Customer Name, Sales Rep, etc.).

  
  

• Which Data field will the report be sorted by?

  Sort Field

   

• How would you like your report Grouped?

  Customer     Sales Rep     Item     Job     Date     Not Grouped     Other

   

• Which fields do you want Summarized?

  Totals

   

• What Parameters do you need?

  Date Range     As of Date     Sales Rep     Other 

   

• What Version is your software?

  Product Name
  Version
  Operating System

• If available, please fax a copy of your current report from Excel, etc.

• Please use the space provided below to indicate any details that were not covered above: