Reports

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Icon.Reports.png The Reports module, located in the General group, organizes over 150 reports. In addition to many included reports, Fishbowl also offers custom reports and reports from the Fishbowl Store.

Contents

Module buttons
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Upload Button.png Upload allows a report file to be uploaded.

Update Button.png Update allows an existing report to be re-uploaded.

Save Button.png Save will save any changes made to the report.

Delete Button.png Delete will delete the report if it is not read-only.

Duplicate Button.png Duplicate creates a copy of the report that can be renamed and modified.

Request Button.png Request opens a window to request a custom report from Fishbowl.

Email Button.png Email attaches the module's default report to an email, if email is configured.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Module associations
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When a report is associated with a module, the report will appear in the Reports menu when the module is active. Below are the steps to associate a report with a module.

  1. Open the report in the Reports module.
  2. Click the Details tab.
  3. Place a checkmark next to each module the report should be associated with.
    Report Module associations.png
  4. Click the Save on the module toolbar.

Default module report
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Each module also has a default report. The default report is printed when clicking the Print button or selecting Print/Print Preview from the File menu. Below are the steps to set a default report for a module.

  1. Open the Small.Reports.png Reports module.
  2. Click the Tools menu and then select Module Options.
  3. Click the Search Button.png Search button next to a module and select the report to be used as the default report.
    Reports module options select reports subtab.png

Default printer
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The default printer for each report can be set per location group.

  1. Click the Modify Report button on a report.
  2. Click the Printer tab.
  3. Select the default printer from the drop-down for each location.
    Default printers.png
  4. Click the Save Icon Button.png Save Filters button.

Modify report filters
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Reports in Fishbowl can be easily modified by using the report filters. Filters are options that control what the report displays such as date ranges, checkboxes, hide/show columns, etc.

Follow the steps below to modify report filters.

  1. Click the Modify Report button on a report to see the report filters dialog.
  2. Set the desired filters. Most reports have multiple tabs of filters.
  3. Click the Save Icon Button.png Save Filters button to save the current parameters so that they will load each time the report is opened.
  4. To have multiple sets of report filters, first duplicate the report.

Saving report filters changes the default for all Fishbowl users. Users can customize their own filters by first adding the report to their favorites. Below is a description of the buttons found at the bottom of the Modify Report window.

Duplicate a report
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Reports can be duplicated, placed in new folders, and renamed. There are several ways to make a duplicate copy of a report.

A duplicated report can be modified independently of the original report.

Create a new folder
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New folders can be created in the report module. Follow the steps below to create a new report folder.

  1. Right-click the parent folder the new folder should be placed in.
  2. Select New Folder from the context menu.
    Custom report folder.png
  3. Rename the folder as desired.

Default folders or reports cannot be deleted. However, user-created folders, as well as any duplicated reports or custom reports can be deleted by right-clicking the item and selecting Delete.

Custom reports
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If modifying the filters of an existing report is not sufficient, a custom report can be requested.

  1. To get a custom report quote, click the Request Button.png Request button, or email reportsEmail.png.
  2. Describe the report that is needed.
  3. After the report is ready, it will appear on the Custom Reports tab, to the right of the Search tab.
    Custom Reports tab.png
  4. To download and install the report, double-click the report name.
  5. Choose a folder for the report, and then click Finish.

The custom report will now appear on the Search tab, with all of the other reports in the selected folder.

Fishbowl also sells pre-built reports in the Fishbowl Store. It is also possible to create or modify reports using a program called iReport. Fishbowl does not offer support for using iReport, but does provide some initial setup help. Please see iReport and iReport FAQs.

Upload a report
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When a report is purchased from the Fishbowl Store, or created in iReport, the report files need to be uploaded to the Fishbowl Server. These steps are not required for custom reports from Fishbowl. Follow the steps below to upload a report to the Fishbowl Server.

  1. Click the Upload button in the Small.Reports.png Reports module. This will open the Upload a new report wizard.
  2. Click the Browse button and select the report to be uploaded.
  3. Click Next.
  4. Enter a name and description for the report.
  5. Specify the folder the report should be placed in. New folders can also be created.

NOTE: If a report requires subreports, the main report should be uploaded using the above instructions. The subreport files should be manually pasted into the Fishbowl\server\reports\Custom folder on the Server computer.

Upload a new report.png

Update a report
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Follow the steps below to update a report that has already been uploaded.

  1. Load the report.
  2. Click the Update button located at the top of the Reports module or right-click the report and select Update from the context menu.
  3. Click the Browse button and select the new report file.
  4. Click Next.
  5. If necessary, click Yes to overwrite the existing report file.

Included reports
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Below is a list of the reports included with Fishbowl. In addition to many included reports, Fishbowl also offers custom reports and reports from the Fishbowl Store. Click any report name to see a more detailed description of the report and report filters.

Accounting
  Adjustment Report Shows Inventory Adjustments sent to the accounting system.
  COGS By Account Summary Generates a summary of all COGS values, by account.
  Default Account Mapping Prints a listing of Fishbowl accounts and the default account they tie to in the accounting system.
  Export Summary Prints a list of PO, SO and WO transactions that have been exported (or are pending) to the accounting system. Work order amounts reflect the total adjustments made not the final cost of the work order.
Batch
  By Date
    Batch By Date - Packing List Batch By Date - Packing List for a selected order. Selecting Standard or By Location layouts will include backorder items.
    Batch By Date - Pick Ticket Batch By Date - A list of Parts to Pick, where to get them, and where to put them after picking.
    Batch By Date - Sales Order Invoice Batch By Date - Ability to view multiple SO Invoices at one time.
  By Order
    Batch By Order - Manufacture Order Traveler Batch By Order - Basic Report for Manufacture Orders.
    Batch By Order - Pick Ticket Batch By Order - A list of Parts to Pick, where to get them, and where to put them after picking.
    Batch By Order - Sales Order Invoice Batch By Order - Ability to view multiple SO Invoices at one time.
    Batch By Order - Work Order Traveler Batch By Order - Basic Report for Work Orders.
Bill of Materials
  Bill of Materials Prints a bill of materials with its default options, stages, raw goods and finished goods. The reports calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level sub-assembly cost.
  Bill of Materials Standard Cost Prints a bill of materials with its default options, stages, raw goods and finished goods. The reports calculates an estimated cost of finished goods based on the standard cost of either the lowest level raw material or top level sub-assembly cost.
  BOM Instructions Print a List of Bill of Materials and Notes for a Part.
Customer
  Customer Address List Address List
  Customer Details List A list of customer details
  Customer Price List Customer Price List. This may take a while to produce since it processes each product against all applicable pricing rules to determine a particular customer's price.
  Customer Statement Prints a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining.
  Dormant Customers Prints a list of customers that have not purchased within the selected number of months
Gadgets
  Gross Sales By Product Bar Graph Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Gross Sales By Product Pie Chart Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Gross Sales By Salesperson Bar Graph Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Gross Sales By Salesperson Pie Chart Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  MTD Cumulative Sales Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  MTD Sales Bar Graph Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Turnover Bar Graph Displays the number of times inventory is turned over during the given date range.
  Turnover Pie Chart Displays the number of times inventory is turned over during the given date range.
Inventory
  Aging Report Displays the age of inventory.
  Asset Valuation By Account Generates a summary of the quantity and total value of all parts currently on hand, broken down by Inventory Asset account.
  Costing Layer Valuation Generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report.
  Cycle Count List Prints a list of all parts and current quantities organized by location group and location. There is a blank line where you can write in the actual quantities as you make a physical count of your inventory. This is also known as a Physical Inventory Worksheet.
  Forecast Report Calculates running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders and Purchase Orders.
  Historical Part Cost Report Displays the historical cost of parts on a specific day. Shows the quantity, unit cost, and the total cost, with an option to select which costing method is displayed.
  Inventory Availability This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.
  Inventory Availability By LG This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.
  Inventory Valuation Summary Generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs.
  Inventory Variance Shows the shipping and receiving history for a part or all parts.
  Lot History Shows the history for the specified lot number.
  On Hand Displays a list of parts with the current quantity on hand. *Does not filter for serial numbers.
  On Hand By Date Lists inventory quantities on hand at the end of a given day. Optional estimated total values may be included. Note: Deleted and renamed parts, as well as parts that had not been stocked before the report date, will not be reported. Cost values are based on today's cost.
  On Hand By Expiration Date Displays expired and expiring inventory.
  On Hand By Product Tree On Hand report organized by Product Tree
  Reorder Report Prints a list of parts below reorder tolerance.
  Turnover Report Displays the number of times inventory is turned over during the given date range.
  Work Order Forecast Report Calculates running total of allocated parts on orders separated out by work orders.
Labels
  Customer Address Labels Customer Address Labels for Avery Labels
  Location Tag Location Labels for Avery 8160 Labels
  Location Tag One Off Location Labels for Avery 8160 Labels
  New Tags New Tags for Avery 8160 Labels.
  New Tags One Off New tags for one off labels.
  New Tracking New tracking labels for Avery 8160 Labels
  New Tracking Incremental New Incremental Tracking for Avery 8160 Labels
  New Tracking Incremental One Off New Incremental Tracking one off Labels
  New Tracking One Off New tracking for one off labels.
  Part Barcodes Avery Part Barcodes for Avery 8160 Labels
  Part Barcodes By PO Avery Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels
  Part Barcodes By PO One Off Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels
  Part Barcodes One Off Part Barcodes for one off Labels
  Product Barcodes Avery Product Barcodes for Avery 8160 Labels
  Product Barcodes By Receipt Avery Prints Product Barcodes for items received on a specific date. Formatted for Avery 8160 Labels
  Product Barcodes By Receipt One Off Prints Product Barcodes for items received on a specific date. Formatted for One Off 2 x 1 labels
  Product Barcodes By SO Avery Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels
  Product Barcodes By SO One Off Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels
  Product Barcodes One Off Product Barcodes for one off Labels
  Receiving Label Prints a label for all parts received with their tracking information.
  Single Part Barcodes Avery Part Barcodes for Avery 8160 Labels.
  Single Product Barcodes Avery Product Barcodes for Avery 8160 Labels
  Tag Barcodes Avery Tag Barcodes for Avery 8160 Labels
  Tag Barcodes One Off Tag Barcodes for one off Labels
  UPS Label Tracking Label for UPS
  UPS Return Label Return Tracking Label for UPS
  Vendor Address Labels Vendor Address Labels for Avery Labels
  Vendor Part Barcodes Part Barcodes for Avery Labels
  Vendor Part Barcodes One Off Part Barcodes for one off Labels
  Walmart Label Standard Walmart shipping label. This label will check for a "Store #" custom field on the SO or you can override this by entering a store number in the modify report section.
Manufacture Order
  Manufacture Order Projected Cost Displays the manufacture order cost amounts and manufacture order items. Cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.
  Manufacture Order Stage Shows the various stages for open work orders. Use % for wild card search.
  Manufacture Order Traveler Basic Report for Manufacture Orders.
  Production Report Shows the parts built in completed work orders.
Other
  Calendar Report Report will show all calendar events for a specified date range.
  Reports A list of all Customizable Reports.
  Tracking Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.
  Tracking Detail Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.
Part
  ABC Report Prints a list of parts, their current ABC Code, and their Projected ABC Code. Cost values are based on today's costs.
  Part Accounts Prints a list of parts and their associated accounts if they have been assigned
  Part Activity Report Shows the activity history for a part or all parts. Note: UOM changes only show correctly when all Location Groups are selected
  Part Allocated Parts allocated to sales orders, work orders, purchase orders and transfer orders.
  Part Average Cost List all parts and their Average Cost.
  Part Committed Report Shows where parts are committed.
  Part Cost Over Time List all parts and their Costs. The Average cost is calculated over the specified date range.
  Part List Part list. Use % for wild card search. Cost values are based on today's costs.
  Reorder Points Shows Reorder Points by Location Group or Company Wide
Picking
  Pick Efficiency Displays the efficiency of each pick order, grouped by user.
  Pick Report A complete list of ALL items on the Pick and their status.
  Pick Ticket A list of Parts to Pick, where to get them, and where to put them after picking.
Product
  Kit Report Displays list of kits and items within. Cost values are based on today's costs. Starred (*) items are the default of an optional or variable-optional item. Items that are not default do not display quantity or cost.
  Product Catalog Prints a list of products with pictures and barcodes.
  Product Price List Product Price List that pulls directly from the price listed on the product. Pricing rules are not applied on this report. Use % for wild card search.
Purchase Order
  Advanced Purchasing By Sales Order Looks at the fulfillment date on a SO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.
  Advanced Purchasing By Work Order Looks at the fulfillment date on a WO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the WO and the lead time of the item, the report shows you what day to place your PO.
  Auto PO Prints a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. Only includes parts without a default BOM or a BOM set to never auto-create.
  Purchase Order Barcode Prints PO number and PO item barcodes
  Purchase Order Report Purchase Order Details
  Purchase Order Summary Lists parts on outstanding purchase orders by location group and either part number or purchase order number.
Receiving
  Receiving History Prints a list of all receipts over a date range, filtered by location group, vendor, and/or part.
  Receiving List A list of Parts to be Received.
  Reconcile Report Shows the detail of PO exports to the accounting system.
RMA
  RMA Report A list of Products being returned on a Return Merchandise Authorization ticket.
  RMA Summary Prints a summary of RMAs issued during the time window given; no taxes or shipping fees are included.
Sales Order
  Compare Sales By Month Compare Gross Sales By Month
  Discount Summary A list of all discount line items on fulfilled sales orders in the system, totaled by discount.
  Gross Sales By Product Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Gross Sales By Product Tree Returns gross sales for a specific product tree or all product tree nodes in a specified time frame. Returns product tree sales as a percentage of total sales and single product sales as a percentage of the respective tree the product belongs to.
  Gross Sales By Salesperson Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Inventory Allocated To Sales Orders Creates a list of all inventory currently allocated to sales orders. Cost values are based on today's cost.
  Margins By Sales Order Provides a list of Sales Orders price, profits and cost. The date filter is based off of the date created.
  Margins Report Provides a list of Sales Orders price, profits and cost.
  MTD Sales Prints a graph of gross sales for the date range specified. An empty date range will report on gross sales to date
  Outstanding Items Prints a list of outstanding exchange items. Can be filtered by due date and/or customer.
  POS Hourly Breakdown Pulls all sales made with SalesPoint and shows how many sales were made per hour in a given date range. Shows a graph of the average amount of sales per hour.
  POS Receipt Common Receipt for Customers.
  Price Discrepancy A list of all SO Items in the system that have a price different than the list price.
  Pricing Rules Provides a list of Pricings set up in the system.
  Products On Order Shows what product customers have on order.
  Purchase History Prints the purchase history for a customer or product in a given date range
  Receipt 2in Common Receipt for Customers.
  Receipt 3in Common Receipt for Customers.
  Returned Sales Prints a list of returned sales items by count for the date range specified.
  Sales Backorder Report Displays Sales Orders that are fulfillable or on Backorder. The quantity shown is the quantity on hand without quantity in not available locations.
  Sales By Count Prints a list of sales by count for orders that have items shipped during the date range specified.
  Sales By Month Shows product sales broken out by month.
  Sales Order Report Basic Report for Sales Orders.
  Sales Order Summary Prints a summary of sales orders issued during the time window given; no taxes are included.
  Sales Order Taxes Prints the tax rate and total tax on a list of sales orders.
  Sales Order Tracking A list of tracking values associated with items on a sales order.
  Service Order Service Order Report shows sales order information with a section for service parts used on the order.
  SO To PO Margin Shows the margins of Sales Orders where a Purchase Order is associated with a Sales Order
  TPS Report Total Product Sales. Prints a list of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date
  Z Report Prints all payments posted in Fishbowl for the date range specified.
Ship
  Bill Of Lading A Bill of Lading Form to be filled out when needed for shipping.
  Inventory Shipping Summary Report will show inventory that has been shipped within a specified date range.
  Packing List Packing List for a selected order. Selecting Standard or By Location layouts will include backorder items.
  Shipment History Prints a list of all shipments made in the specified time period.
  Shipping Invoice Displays shipped products and their prices. Also includes other items on the order such as discounts, tax rates, miscellaneous items, and subtotals.
  UPS High Value Report High Value report for shipments with a declared value over $1,000.
Transfer Order
  Transfer Order Report Basic Report for Transfer Orders.
  Transfer Order Summary Prints a summary of transfer orders during the time window given.
User
  User Access Rights List of access rights for a specified user.
  User Login Log List of login and logouts made be users to the Fishbowl system.
Vendor
  Part Vendor List Lists all vendors who sell a part as well as the date and unit cost of the last purchase made.
  Vendor Address A list of Vendors and Addresses.
  Vendor Address List Prints a list of vendors with addresses of a given type.
  Vendor Backorder Report Prints a list of parts where the scheduled fulfillment date has passed. Filtered by vendor, part, and/or date range. Grouped by vendor, part, or PO number.
  Vendor Fulfillment History A part-by-part list of vendor fulfillments on purchase orders. Filtered by location group, vendor, and/or part.
  Vendor Part List Lists all parts sold by a vendor as well as the date and unit cost of the last purchase made.
  Vendor Performance Report Gives a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part.
Work Order
  Inventory Allocated To Work Orders WO # | Part # | Description | Qty Picked | Cost | Fulfillment Date. Cost values are based on today's costs.
  Outstanding Work Orders Prints a list of all outstanding work orders, along with their associated sales order number and customer (if any).
  Work Order Consumption Print out the consumption of fulfilled work orders.
  Work Order Cost Displays the work order cost amounts and work order items. The cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.
  Work Order Flag Prints a list of work orders that have been issued and not started. Use % for wild card search.
  Work Order Instructions Print a list of instructions for completing a WO.
  Work Order Report Print out of Work Order Details.
  Work Order Summary Lists parts on outstanding work orders by location group and work order number..
  Work Order Traveler Basic Report for Work Orders.

MODULE OPTIONS

Some aspects of the Small.Reports.png Reports module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Select Reports tab
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Reports module options select reports subtab.png
Other tab
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Reports module options other subtab.png
Checking this box will bring up the Modify Report dialog before running any report.
The default date range to use on all reports.
The default location group to use on all reports.
The default salesperson to use on all reports.
The number of digits to show after the decimal for prices.
The number of digits to show after the decimal for totals and subtotals.
The number of digits to show after the decimal for costs.
The number of digits to show after the decimal for quantities.
The default date format for reports.

NOTE: The formatting of numbers in reports (price, cost, quantity, and date) can be customized even more in the Small.Property.png Property module.

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