You can view reports on the value of orders and quotes generated over a time period with drill-down by customer or rep.

• Log in to the Onsight web console at https://web.onsightapp.com.
• Click on ‘Reports’ from the left-hand side menu.
• Click on the ‘Sales’ tab at the top and select ‘Sales Value’ from the drop-down menu.
• Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
• You will be presented with a graph showing the value of orders and quotes generated for that time period.
• You can refine the report further by selecting a specific sales rep or a specific customer from the drop-downs at the top of the screen.
• If you are viewing monthly data, you can drill down further to see daily data by clicking on one of the months.
• Click on the documents icon in the top right hand corner to see a detailed listing of all the orders and quotes.
• You will be presented with a table that lists all of the orders and quotes.
• Click on the ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
• Click on the ‘Export to CSV’ link at the top of the table to download the data to a CSV file.