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Reports · Episode 78

Company Overview and Financial Reports

Length 3:10Recorded in the real appDownload

About this video

Open Reports in KaamCam and read your company at a glance: active jobs, tasks done, revenue collected and outstanding, and photos uploaded. Change the date range and watch every number recalculate, then walk the invoice summary, estimate summary, job and task status, photos by type and the job report table. Finish on the Export tab, where Company Summary, Financial Report and Client Progress reports download for the range you picked.

Chapters

  1. Intro
  2. Open Reports
  3. The headline numbers
  4. Pick a date range
  5. Invoice and estimate summaries
  6. Jobs, tasks and photos
  7. The job report
  8. Download a report

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