All Categories > Wheelhouse® > Reports, Import, Exports, and Document Templates
How to Modify Document Templates. Overview. Document templates in Wheelhouse serve as customizable formats for generating business documents such as Quotes, Sales Orders, Invoices, and Purchase Order…
Updated 1 week ago by Austin Beveridge
Overview. Wheelhouse can merge data into Microsoft Word and Excel templates, creating professional documents with current information from your database. The merged file can be exported to PDF or kep…
Updated 1 week ago by Dale Mandeville
In this article, we'll explain the process to run a report. From the Left Menu, navigate to Reports -> Custom Reports. Select a report to reveal a dropdown, fill in the Start and Through date fields,…
Updated 1 year ago by Austin Beveridge
Finding the Quotes, Sales, and Commission Reports. From the left menu, select Custom Reports. If enabled on your system, the sales reports and quotes reports will be among the available reports. Ente…
Updated 1 year ago by Dale Mandeville
This article outlines the process for locating records and exporting them to Excel. Prerequisites : Administrative access to the relevant area of Wheelhouse containing the records of interest is requ…
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Updated
by Austin Beveridge
