Reports, Import, Exports, and Document Templates

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Reports, Import, Exports, and Document Templates

Running Reports

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 5 months ago by Austin Beveridge

Creating Reports on Quotes, Sales, and Outside Reps

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 5 months ago by Dale Mandeville

Exporting to Excel

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…

Updated 5 months ago by Dale Mandeville

Preparing Excel and Word Templates for Data Merge

Wheelhouse is capable of merging data into template documents created with Microsoft Excel and Microsoft Word. Once the merge is complete, the file may be exported to a PDF or left as the original fi…

Updated 3 years ago by Dale Mandeville