Use the Overall Performance Report to get the big picture of what is happening with your business in a given time frame (Administration > Reports > Executive Summary > Overall Performance). The report includes a breakdown of the following categories: customers, quotes, sales orders, service orders, POS - sales, POS - returns, and jobs.
Security Permissions Required
| Category |
Function |
| Administration – Reports |
Can Access Reports Tree Branch |
| Can Access Reports - Executive Summary |