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Executive: BTU Learning Lab: Building Ad-Hoc Productivity & Work Management Reports

Prequisiste: this lab should be attended after attending the BTU Class- Advanced reporting management, including designing Ad-Hoc reports

Lab Topics: In this lab, your Brightree Consultant will walk you through how to build AdHoc reports to help you better manage productivity and work management with your teams. Reports that we will show you how to build, include the following;

  • WIP Worked by User
  • Sales Orders Confirmed by
  • Ad-Hoc Productivity Post Ship Billing AR Collections Report
  • AR Productivity Summary
  • AD-HOC Work Management Pre-Ship
  • WIP Assign Count
  • Work Assigned Past Due
  • AD-HOC Work Management Post Ship
  • CMN Bill Hold (Doc Team)
  • Activity Assigned to
  • Non Assigned Tasks
  • AD-HOC Audit Reports
  • Dropship Wrong Location
  • Dropship WIP PO Not Sent
  • POD WIP POD Not Sent
  • Invoice Open Not Billed
  • AD-HOC Run Rates Reports
  • WIP States In
  • WIP States Out
  • CMNs Created
  • CMNs Logged
  • Invoices Billed
  • Invoice Opened
  • Sales Orders Created
  • Sales Orders Delivered
  • Sales Orders Confirmed

Date and Time

August 30, 2021 / 1:00 pm - 3:00 pm

Who should attend

Billing managers, office managers, those responsible for setting up and maintaining pricing, anyone needing a refresher on pricing management in Brightree


$199 per student


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