In this article you will learn how to download a spreadsheet from Acculynx
Watch this video to learn how to download a spreadsheet from Acculynx. If videos aren't for you, follow the step by step prompts to learn how.
VIDEO TUTORIAL
STEP BY STEP INSTRUCTIONS
STEP 1: Click on the reports tab
STEP 2: Choose Sales Report
STEP 3: Now Go to the "Date Range" and choose "All Data", unless you just want a specific time line. If that's the case, scroll down to the bottom of the drop down and choose "Custom"
STEP 4: Now click the "Actions" Button and choose "Edit Report"
STEP 5: Select "Columns"
STEP 6: This is where you customize your report. But we suggest choosing the following check marks in the next three photos: Job Info: Choose the ones you see checked off.
Choose the address
Choose the "Submitted" checkboxes of the stage or stages you feel show a completed job. At the end of the day, you want only those jobs you completed. Since every company has different work flow stages, this is where you have decide what info in Acculynx means completed jobs.
STEP 7: When you complete all the check boxes to build the report, choose the "Apply" button.
STEP 8: Select the "Actions" button again and then "Download/Export"
STEP 9: Open up the report, make sure it looks good, make any changes and send it to your Customer Success Rep at PMI. If you don't know who it is, that's ok, just send it to info@projectmapit.com and we will make sure we get your report to the correct team membrer to import it for you.