Reports & Automation

Discuss reports and automation topics such as tasks and workflows.

Ability to Run Inventory Aging Report “As Of” a Historical Date
- Shivamsingh Rajput
- December 17, 2025 11:29
- 0 votes
- 0 comments
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
- 2 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
Feature Request: Backorder with Fulfillment Availability
- Amelia Collier
- September 24, 2025 04:23
- 0 votes
- 0 comments
Include the 'On Credit hold' field in customer list exports and standard customer reports.
- kade
- September 22, 2025 20:46
- 0 votes
- 0 comments
Request to Include Barcode Field in the Product Availability Report
- Somaskaran paramanantham
- Edited August 28, 2025 09:19
- 0 votes
- 0 comments
Build Own Reports
- Retail Cin7 Core User
- August 26, 2025 04:06
- 0 votes
- 0 comments
Customisable Report Filenames
- cielo
- August 13, 2025 01:19
- 0 votes
- 0 comments
Multiple Google Drive folders for report downloads
- cielo
- August 13, 2025 00:42
- 0 votes
- 0 comments
Saving Filters on Reports
- mike
- July 30, 2025 11:00
- 0 votes
- 0 comments
Feature Request: Create a PO Automatically when Stock Reaches Reorder Level
- Matthew
- July 28, 2025 06:49
- 0 votes
- 0 comments
Automation Workflow to have a CC section to add more than one email (contact)
- Phil
- Edited November 20, 2025 05:50
- 0 votes
- 0 comments
Customer IDs
- alec.longair
- Edited June 25, 2025 23:53
- 2 votes
- 0 comments
Allow reporting for more than one year at a time
- michael.aceves
- June 24, 2025 17:09
- 1 vote
- 0 comments
Include Invoice Date and Due Date for Advanced Sale Orders in Sales Overview Report
- Somaskaran paramanantham
- June 18, 2025 17:55
- 0 votes
- 0 comments
Feature Request - Reports - Products Reordering Report - Add Additional header options
- Chris
- June 17, 2025 07:22
- 0 votes
- 3 comments
Location COG reporting
- Muneera
- May 28, 2025 07:20
- 7 votes
- 4 comments
Feature Request - Report to show both Batch Field and Received Date
- Chris
- Edited June 11, 2025 00:03
- 1 vote
- 0 comments
Feature Request - Automatic emailing of stock reports
- Tim Polkinghorne
- May 12, 2025 22:32
- 1 vote
- 0 comments
Need Stock Locator field in Product Stock Levels Report
- van
- May 10, 2025 20:41
- 1 vote
- 1 comment
Feature Request - Need Inventory Aging Report to have look back capabilities
- Juan Interlandi
- April 23, 2025 20:27
- 1 vote
- 0 comments
Customising Seasonal Index
- Nokuthula Ncube
- April 03, 2025 07:22
- 1 vote
- 0 comments
Adding Asset Account as a field to the inventory availability report
- Muditha Jayasinghe
- March 26, 2025 17:11
- 0 votes
- 0 comments
Custom Report - Sales order fulfilment vs invoice quantity
- tabeth
- March 26, 2025 07:15
- 1 vote
- 0 comments
Get the detailed COGS breakdown from a sale report
- Muditha Jayasinghe
- March 12, 2025 07:14
- 3 votes
- 1 comment
Pick Zones showing on Reports
- lianne
- February 24, 2025 02:15
- 1 vote
- 0 comments
New SKU for Sale notification that is not have the pricing tier condition
- marshall
- February 13, 2025 15:59
- 1 vote
- 1 comment

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