This report will allow you to select the Vendor and Date Range, then produce all expenses for that vendor.
One Customer’s feedback:
“I love it and thank you so much for doing this so quickly…it will be very helpful. Especially w/those vendors we use consistently like the landscapping company who wanted us to run the invoices to see which ones he had billed and which ones he still needed to send.” Rebecca, CENTURY 21 Alliance
The ReloSpec Team
Good news for Cartus users! The Cartus Corporate Homefinding Referral Report has been added to the many Cartus FORMS included in Relocation Specialist. From the FORMS link, browse to Cartus New Corporate Homefinding Referral Report, click the link in the email and you’ll see the form. This new form may be included in your Action Plans and AutoPilot settings to be sent as needed; just like the other Cartus forms.
This is a free upgrade for all Cartus users.
In an effort to expedite your ability to locate the Report YOU want – WHEN you want it… you can now NARROW down the Reports we offer by choosing one of 5 different categories! When you go to the Report Page please notice in the upper left-hand corner of the page you can now choose between:
Your default is “Favorites” which will display your Favorite Reports as selected in the Utiilty Settings /Favorite Reports.
Advanced Reports for Relocation Specialist
Today we’re announcing the availability of Advanced Reports. This exciting new feature comes as a free upgrade for all Relocation Specialist users who previously purchased the Report Generator software.
The new Advanced Reports are completely web-based and include new features not available before. For example:
During the next few weeks, additional reports previously in the Report Generator will be added to the Advanced Reports list.
To view the new reports, click the REPORTS link on the left side of the Referrals List page. NOTE: For right now, it is common for the first Advanced report to take up to 30 seconds to open. So, be patient for that first one. After that, response times are much faster.
To view the Advanced Reports (12-minute) training video, click here
To view the Training Videos page for a listing of current videos, click here
All ‘Standard’ reports you’re used to seeing are still available under the Category “Standard”. All new Advanced reports are available under the Category “Advanced”. All reports on the REPORTS page are grouped first by Category, then by report name alphabetically.
We appreciate the many suggestions from our valued customers which have led to the Advanced Reports option, and look forward to serving you better throughout the new year!
The Relocation Specialist Team
There is a new report in ReloSpec List Expiration Report 2. It is similar to the original List Expiration Report except that this new report includes the history of past prices as stored in the ‘Prices’ table and accessed by click the ‘PRICES’ link on the Referrals List page.
If you want to print a form and it does not print on a single page, a few simple adjustments need to be made.
Once your print options are adjusted they will stay like that for future printing.
If you want to run a report that will compare records from one month of one year to same month for the next year, you need to run the roster report and put in as your received dates for both years. For example 4/1/08 through 4/1/09. Filter out any other fields that you need and download the report to the Relospec file keeping the name the same. (Roster)
Open any report that has “YTD” in the name. 4 boxes will open at the bottom of the page. In the Month Begin Date enter “4/1/2008”. In Month End Date enter “4/30/2008”. In YTD Begin Date enter “4/1/2009” and in YTD End Date enter “4/30/2009” and click PREVIEW.
To compare two years worth of records you and run the dates 1/1/07 through 12/31/08. In the Month Begin Date enter “1/1/07”. In Month End Date enter “12/31/07”. In YTD Begin Date enter “1/1/2008” and in YTD End Date enter “12/31/2008” and click PREVIEW
To run a report that covers more than one year you would pull up Roster report in the reports list. Put in the dates you want to cover (ex: 01/01/08 through 5/1/09) and filter out any other parameters that you need. (type, status, subtype etc). If you want your report in date order, press the date heading on the report screen. Then press filter at the bottom of the screen and download your file to the Relospec file. Keep it the same name (Roster).
Once your file is downloaded you can run any of the reports in the list.
Favorite Reports are those reports selected from the link of the same name in the Utility Settings page. When the page is first opened it attempts to display only the favorite reports. (If no ‘favorites’ have been selected, then all available reports will be displayed.) To select a new ‘Favorite Report’ do the following:
*** Note: When you select favorites these are not JUST YOUR favorites, they will be viewed as favorites by all those using your database. If you have a large team please be sure you are all agreed on which forms need to be on this list.
ReloSpec411 