Reporting

[Columbia Awards]

I have a number of requests dealing with the reporting features of the program. Some of them have to do with more information on the current reports, or changing the way the information is being presented, or getting information in reports that is not currently reported. I will list all below....

[Columbia Awards]

Customer phone number and the fax number should be printed on the statement.

[Columbia Awards]

Print total, and details if possible, of daily direct billed sales on the daily Payment Transaction Report.

[Columbia Awards]

Provide the ability to print a list of sales Invoices for a Customer for a specific range of dates with the option to show sales by product line.

[Columbia Awards]

Our beloved overbearing government requires a printed report showing our Top 3 Customers Sales volume for a fiscal year, and what percentage of each of the 3 was against the sales for all the customers for the year.

[Columbia Awards]

The ability to get printed sales reports by...

1. all salesmen or by individual salesmen
2. date specified (eg. Jan. 15, 2010 to Jan. 26, 2010
3. without sales tax included
4. invoice number and/or work order number
5. closed or open status

[Columbia Awards]

Get printed reports on a product by...

1. specified date (eg. Jan. 12, 2009 - Dec. 5, 2009)
2. specific product
3. specific product cl***
4. specific product category

[Columbia Awards]

Invoice Listing by day should include

1. invoice number
2. work order number
3. sales person
4. customer name
5. tax included or excluded
6. should be a daily report

[5StarAwards]

I agree with these suggestions. I would like to generate a report within a date range, whether for all orders or by salesperson. I don't like the restriction of "last 30 days" etc.

[M. David Matney]

All Reports have date range selection criteria if a date range is applicable to that report.

[5StarAwards]

Is this covered in the existing manual? With your help I was able to print a report of all jobs, but it only gave me options for 30 days, etc. Not a specific date range. I can't figure out how to do this.

[5StarAwards]

I can't seem to select a date range to print an open sales report. For instance, I want a report for open orders from 8/20 - 8/31.
I also don't seem to be able to exclude quotes from open orders. How do I do this? When I ask for a report on open orders the system includes quotes.

[M. David Matney]

The Print Work with Orders Listing prints exactly what is selected. Its a report printout based upon the selection criteria at the top of the work with orders. So you can select open order status, and select Last 30, 60, 90 days, etc. That will exclude quotes. It is not feasible to require a person to put in a date range on work with orders and is much quicker to select from a pull-down list of 30, 60, 90, etc. Takes less time to select one item from a pull-down list then to enter two complete dates. If you select 30 days, and sort by dates, then you will gain everything in the one week period you are looking for at the top of the list.

[M. David Matney]

I believe all of these have been implemented as of Version 3.7.2. If there is anything missing, please let us know by starting a new thread on the forums.