10 reports for opening and closing
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10 REPORTS FOR OPENING AND CLOSING
• Educators• GoToWebinar Overview• Webinar Presentation• Additional Resources
MILLENNIUM FEATURED WEBINAR
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YOUR EDUCATORS
IRENA RISTEVSKI
P R E S E N T E R
H O S T
Irena Ristevski has a background in Secondary Education. As an Education Specialist for Harms Software, she is responsible for the internal and external education of the company. This includes creating and administrating the curriculum and testing, as well as training businesses on Millennium.
Brittany Machi has a background in Elementary Education, as well as English. As a member of the Education team, she focuses her time on educating businesses, as well as furthering the education of the internal employees. She is actively involved in creating curriculum, administering exams, and communicating with businesses to determine their educational needs.
BRITTANY MACHI
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GOTOWEBINAR OVERVIEW
o All attendees are muted upon entry to the webinar.
o The webinar is in “listen only” mode for attendees.
o If you have questions for the presenter(s) or host, please enter them into the “Questions” box in the panel on the right hand side of your screen.
o At the end of this webinar, please take some time to fill out the brief survey that will be sent to you via e-mail.
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WEBINAR PRESENTATION
• Opening Reports
• Closing Reports
• Scheduling Reports
10 Reports for Opening and Closing
Do you struggle trying to find which reports are
best for your business? Do you feel like you are
not getting all of the information you need? If so,
join Brittany Machi, Education Specialist with
Millennium Systems International, to learn about
the 10 BEST reports to run for opening and closing
your business! These reports will make running,
and analyzing your business, easy!
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OPENING REPORTS
• AQ005: Appointment Listing• AQ022: Small Client Work Ticket• MA065: Estimated Sales v. Actuals• AQ201: New Client Listing• AQ065: Confirmation Listing
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AQ005: APPOINTMENT LISTING
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AQ022: SMALL CLIENT WORK TICKET
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MA065: ESTIMATED SALES VS. ACTUALS
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AQ201: NEW CLIENT LISTING
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AQ065: CONFIRMATION LISTING
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CLOSING REPORTS
• DCR01: Transactions by Card Type• MR080: Register Summary• MR100: Transaction Log• MR110: Payment Details• MR200: Employee Summary
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DCR01: TRANSACTIONS BY CARD TYPE
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MR080: REGISTER SUMMARY
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MR100: TRANSACTION LOG
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MR110: PAYMENT DETAILS
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MR200: EMPLOYEE SUMMARY
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SCHEDULING REPORTS
The Report Scheduler
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ADDITIONAL RESOURCES
• Remote Training
• On-Site Training & Installation
• Corporate Training
• Online Webinars
BUSINESS SUPPORT TRAINING OPTIONS
• Phone: 973.402.8801
• Email: [email protected]
• Monday–Friday: 9am to 8pm EST
• Saturday: 9am to 5:30pm EST
• Community Site:
www.mymillenniumcommunity.com
THANK YOU