Reports & Automation

Discuss reports and automation topics such as tasks and workflows.

Add 'Comments' as a field in Sales Reports
- Sarah.deall Deall
- January 20, 2025 00:34
- 8 votes
- 1 comment
'Credit limit exceeded' email automation goes to first contact not default contact
- Rusty
- January 17, 2025 12:30
- 1 vote
- 0 comments
Report scheduling with filters included
- brett
- January 03, 2025 04:09
- 0 votes
- 3 comments
Margin to be included in Reports
- matt
- November 15, 2024 09:33
- 1 vote
- 1 comment
Total Manufacturing Cost of Production BOM to output in report
- matt
- November 15, 2024 09:29
- 1 vote
- 3 comments
Report of all sales last month with customer contact details
- Sosborne Osborne
- October 29, 2024 01:37
- 0 votes
- 0 comments
Comments placed in "comment" field of sales orders not showing up in sales reports
- Tamara.stamenkovic Stamenkovic
- October 22, 2024 22:07
- 0 votes
- 0 comments
Need a Component vs labor Report
- Samuel Saji
- October 22, 2024 20:50
- 1 vote
- 0 comments
Exporting Audit Report Completed
- admin
- October 17, 2024 13:45
- 1 vote
- 1 comment
Configure layout
- mikey
- October 13, 2024 10:47
- 1 vote
- 1 comment
Report for "Last Supplied" Date by Product
- hilaryp
- October 09, 2024 20:47
- 1 vote
- 1 comment
Cost Breakdown In Reports
- Phil
- October 02, 2024 06:29
- 2 votes
- 0 comments
Add Notification in Automation Module "Sales invoice is overdue"
- Felix
- October 01, 2024 19:48
- 2 votes
- 0 comments
Inventory Value Reports
- finance
- September 30, 2024 21:28
- 0 votes
- 0 comments
Allow Inventory "Type" Field to be a column on reports
- finance
- September 30, 2024 21:26
- 0 votes
- 0 comments
Stock Reports for Reordering to include Previous Sales
- lee
- September 22, 2024 03:54
- 1 vote
- 1 comment
Request for new report - All orders - invoiced and uninvoiced - by product
- emma.burton
- September 19, 2024 10:50
- -1 votes
- 0 comments
Detailed API Allocation Data with Customer and Order Associations
- rich
- September 12, 2024 01:46
- 1 vote
- 0 comments
Feature request - Variable sharing
- Mpearson Pearson
- September 10, 2024 15:25
- 0 votes
- 0 comments
Unauthorised invoice report
- jacob
- September 09, 2024 10:28
- 1 vote
- 0 comments
Inventory Write Off Report very much needed
- finance
- August 28, 2024 07:37
- 3 votes
- 1 comment
Need to run a report for stock transfers containing stock received date as well as the required date.
- Muditha Jayasinghe
- August 27, 2024 14:03
- 0 votes
- 0 comments
Orders 'scheduled to pick' on warehouse report
- dawn
- August 20, 2024 14:00
- 0 votes
- 1 comment
Run sales reports by quantity/dollars for more than one year consecutively
- Madeline Madeline
- August 11, 2024 23:19
- 0 votes
- 0 comments
Feature Request| Notifications - Payment Received Placeholders
- andrew
- August 01, 2024 06:16
- 1 vote
- 0 comments
Add Line to Inventory Movement Details Report
- nick.t
- July 29, 2024 12:39
- 0 votes
- 0 comments
Placeholder 'quote number' missing in workflow when quote is accepted by client
- Liliana Briffa D Agostino
- July 29, 2024 08:23
- 1 vote
- 1 comment
Export all data
- Ellen
- July 01, 2024 20:29
- 0 votes
- 0 comments
Current Balance of a client account within an Invoice
- Harrison.douveas Douveas
- July 01, 2024 01:16
- 0 votes
- 0 comments
Automated Dunning (Add notification "Sales invoice is overdue")
- Felix
- May 24, 2024 09:51
- 0 votes
- 0 comments

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