The run a follow up report in Workshop Software helps you review and analyse your run a follow up data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
The follow up report is a list of any follow up notes you have entered using the Follow Up Date field when creating a customer invoice. he report shows the;-
- Invoice number the note was created against
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- Follow-up Date
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- Customer Name
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- Description of original invoice
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- Follow up note entered
2. Click on the down arrow icon to the far right of the blue Workshop Reports menu to expand the menu;
3. Enter the date range you want the report to cover and then click on the ‘green printer’ icon at the far right to generate the report, the report will open in a new tab and can then be printed;
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the run a follow up report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.