Reports & Automation
Discuss reports and automation topics such as tasks and workflows.
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Custom Domain Automated Emails
- willk
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Enhanced Sales Reporting Capability
- Somaskaran paramanantham
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A global search of all report titles and description in Cin7 Core would help a lot
- ipsadmin
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Creation of a Stock In Transit Report
- K Jordan
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ACTIVE or DEPRECATED filters on all product reports
- sales
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Customized Reports in Future Developments
- Shivamsingh Rajput
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CRM - reports
- holly
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Sales report that inlcudes Terms in output
- accounts
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An email is not triggering for Service Sales via WorkFlow
- Muditha Jayasinghe
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Ability to Run Inventory Aging Report “As Of” a Historical Date
- Shivamsingh Rajput
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Sales by customer by month
- Mike Dalton
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Sales by Customer Report - Addition of Customer Address Data
- andrea.greene
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Option to make mandatory the Customer & Product "Additional Attributes" Fields
- Ross.aird Aird
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Pending Sales Orders report to include SKU-level pricing
- Faizaan Sarra
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Insert Stock Expiry Date field in Inventory Movement Summary Report
- Muditha Jayasinghe
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Feature Request: Backorder with Fulfillment Availability
- Amelia Collier
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Include the 'On Credit hold' field in customer list exports and standard customer reports.
- kade
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Pending Purchase order report : add the HS Code and Country of Origin to the list of available fields
- Florence Drumez
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Request to Include Barcode Field in the Product Availability Report
- Somaskaran paramanantham
- Edited
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Build Own Reports
- Retail Cin7 Core User
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Add Emails on Reports as a Columns Solved
- info
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Customisable Report Filenames
- Cielo Cielo
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Multiple Google Drive folders for report downloads
- Cielo Cielo
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Saving Filters on Reports
- mike
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Feature Request: Create a PO Automatically when Stock Reaches Reorder Level
- Matthew
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Feature Request: Consolidated inventory report that combines overall stock levels and sales into a single document
- Edralyn
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Automation Workflow to have a CC section to add more than one email (contact)
- Phil
- Edited
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Customer IDs
- Alec Longair
- Edited
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Allow reporting for more than one year at a time
- Michael.aceves Aceves
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Include Invoice Date and Due Date for Advanced Sale Orders in Sales Overview Report
- Somaskaran paramanantham
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