Reports & Automation

Discuss reports and automation topics such as tasks and workflows.

Creation of a Stock In Transit Report
- K Jordan
- March 05, 2026 21:33
- 0 votes
- 1 comment
ACTIVE or DEPRECATED filters on all product reports
- sales
- February 25, 2026 23:30
- 0 votes
- 0 comments
Customized Reports in Future Developments
- Shivamsingh Rajput
- February 25, 2026 12:03
- 0 votes
- 1 comment
CRM - reports
- holly
- February 24, 2026 10:43
- 0 votes
- 0 comments
Sales report that inlcudes Terms in output
- accounts
- February 06, 2026 02:37
- 0 votes
- 0 comments
An email is not triggering for Service Sales via WorkFlow
- Muditha Jayasinghe
- February 05, 2026 09:49
- 1 vote
- 0 comments
Ability to Run Inventory Aging Report “As Of” a Historical Date
- Shivamsingh Rajput
- December 17, 2025 11:29
- 0 votes
- 1 comment
Sales by customer by month
- Mike Dalton
- December 11, 2025 16:54
- 1 vote
- 0 comments
Sales by Customer Report - Addition of Customer Address Data
- andrea.greene
- November 17, 2025 16:22
- 3 votes
- 0 comments
Option to make mandatory the Customer & Product "Additional Attributes" Fields
- ross.aird
- October 13, 2025 09:00
- 0 votes
- 0 comments
Pending Sales Orders report to include SKU-level pricing
- Faizaan Sarra
- October 04, 2025 17:30
- 0 votes
- 0 comments
Insert Stock Expiry Date field in Inventory Movement Summary Report
- Muditha Jayasinghe
- September 30, 2025 08:46
- 0 votes
- 0 comments

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