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Direct Track Tour - Reports

There are a multitude of available Reports that can be previewed or printed. The reports are created from all areas of the Direct Track program. They include, but are not limited to:

Customer Reports

Customer Anniversaries
Customer Birthdays
Customer E-mail Address List
Customer Phone/Address
Individual Customer - detailed customer information
Preferred Customer Program - once this is printed, it will automatically update the customer's status.
Prospective Recruits

Sales Reports

Best Selling Products
Hostess Results
Products By Customer
Sales Ticket
Sales Ticket Totals
Sales by Date Range
Sales by Product
Undelivered Items
Unpaid Sales Tickets

Summary Reports

Weekly Summary Sheets - can be printed or electronically sent to your Director.
Summary Sales by Date Range
Summary Detail by Date Range

Planner Reports

Appointments
Events
Tickler - shows activities such as Appointments, Customer Contacts, To Do Tasks, Consultant Training and Consultant Contacts that are due to be completed.
To Do

Inventory Reports

All Inventory
Inventory As Of Date
By Section and Date Range
Personal Use Items
Demo Use Items

Order Reports

Order Form
Order History
Order Totals

Consultant Reports

Consultant Anniversaries
Consultant Birthdays
Consultant E-mail Address List
Consultant Phone/Address
Consultant Goals
Consultant Prospective Recruits
Consultant Stats - summary and order information
Consultant Status - summary, team totals and prospective recruits
Consultant Trade Balances
Consultant Trades By Date Range
Consultant Training
Individual Consultant - detailed consultant information
Scoreboard results - summary information for newsletter recognition
Voice Mail Distribution Lists/Phone Lists

Miscellaneous Reports

Check Register Detail
Check Register By Category
Expenses
Income/Expense - summarizes income and expenses for a date range