cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Create Custom Report for End Dates

I would like to create a custom report that will show the end date of Contract jobs.
Many of our customers have contracts. Under Joe Info we can enter a Job description, job type, start date, and end date.
Is there a way that I can use the information in this input window to enter the contract information, i.e. end date, and then run reports to see when the contracts are ending for our customers?
Or any other suggestions?
Bottom line, I want to run a report the beginning of each month to determine which customers have contracts that are expiring (and need to be renewed).

Solved
Best answer November 13, 2019

Best Answers
Highlighted
Level 2

Create Custom Report for End Dates

To anyone who may be interested - I answered my own question. I was able to create the report I wanted by modifying Customers & Receivables / Customer Contact List 

 

CustomerCustomer TypeRepStart DateStart DateProjected EndEnd DateJob TypeJob Description

View solution in original post

3 Comments
Highlighted
Level 2

Create Custom Report for End Dates

To anyone who may be interested - I answered my own question. I was able to create the report I wanted by modifying Customers & Receivables / Customer Contact List 

 

CustomerCustomer TypeRepStart DateStart DateProjected EndEnd DateJob TypeJob Description

View solution in original post

Highlighted
Moderator

Create Custom Report for End Dates

Good work for resolving your concern, gracieirish.

 

The solution you've provided will surely help other users who are having the same issue as yours.

 

If you have other questions, you can post them again here and we'll answer them.

Highlighted
Level 2

Create Custom Report for End Dates

I was searching- appreciate you sharing!!

Need to get in touch?

Contact us