Advanced Reports

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This article gives a detailed description of included reports and report filters. The Small.Reports.png Reports module provides a more compact list of included reports, as well as information for custom reports, module associations, default printers, and more. In addition to many included reports, Fishbowl also offers custom reports and reports from the Fishbowl Store.

Any report can be customized by clicking the Modify Report Button.png Modify Report button. A user can customize the report filters any way and then save them as the default filters by clicking the Save Filters button. Below is a description of the buttons found at the bottom of the Modify Report window.

  • Save Icon Button.png The Save Filters as Default Filters button saves the current filters so they will load each time the report is opened.
  • Open Icon Button.png The Load Default Filters button reloads the user saved filters.
  • Reset all Filters Icon Button.png The Reset all Filters button temporarily resets all filters to the report's default filters. The filters will be set to how they were when Fishbowl was installed, before the user saved any filters. Next time the report loads, it will revert to the user saved filters.
  • Delete Saved Filters Icon Button.png The Delete Saved Filters button deletes the user saved filters so that the report's default filters will load each time the report is opened.

Select a report from the table of contents below to see a detailed description of the report and each report filter.

Contents

ACCOUNTING


Adjustment Report

Adjustment Report.png
This report shows a list of inventory adjustments by part number as well as the date the adjustment happened, whether the adjustment has posted to the accounting system, the type of adjustment (add initial inventory, cost change, cycle count, scrap), the quantity adjusted, and the dollar amount.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to look up or leave it blank to see all parts.
    • Date Range - Select the date range to run the report for. This date looks at the DateCreated for the transaction on the POST table in the database, meaning the date chosen when cycling, scrapping or adding initial even if you backdate a transaction.
    • Add Initial Inv - Choose to show/hide these types of transactions by checking/unchecking this checkbox.
    • Cost Change - Choose to show/hide these types of transactions by checking/unchecking this checkbox.
    • Cycle Count - Choose to show/hide these types of transactions by checking/unchecking this checkbox.
    • Scrap - Choose to show/hide these types of transactions by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Not Posted - Choose to show/hide adjustments that haven’t posted to the accounting system yet by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


COGS By Account Summary

COGS By Account Summary Report.png
This report shows a summary of COGS value, per COGS account, and then is broken down by part and sales order number. It then totals per COGS account and also gives a grand total at the end.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Select a specific product number to run the report for. Leave this field blank to run for all products.
    • COGS Account - Enter a specific COGS Account to run the report for. Leave this field blank to run for all products.
    • Date Range - Select the date range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
    • Closed Short - Choose to show/hide this type of status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide this type of status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide this type of status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Part Details - If checked, the COGS Amount is shown for each part, instead of just the total.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Default Account Mapping

Default Account Mapping Report.png
This report displays a list of the Fishbowl Accounts and the default account they tie to in the accounting system.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Export Summary

Export Summary Report.png
This report displays a List of PO, SO and WO transactions that have been exported (or are pending export) to the accounting system. Work Order amounts reflect the total adjustments made, not the final cost of the work order. It groups by SO, PO and WO. It will display the Customer, Vendor, total price and total COGS per order. It will also display the Ref. # if the order has been exported to the accounting system.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Choose the Date Range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped, even if you backdate the shipment. It also looks at the PostDate for the Purchase Order on the POSTPO table in the database, meaning the date the order is received (before being reconciled) or the date reconciled/fulfilled, even if you backdate the receipt/reconcile. And finally, it also looks at the PostDate for the Work Order on the POSTWO table in the database, meaning the date the order is finished/fulfilled, even if you backdate the order. Partial shipments, partial receipts/reconciles or partial finishes of work orders will show up as separate line items but all parts on the sales order/purchase order/work order will use the first date fulfilled.
  • OPTIONAL TAB
    • BOM Number - Choose a specific BOM Number to run the report for. Leave this field blank to run for all BOMs.
    • SO Product - Select a specific product number to run the report for. Leave this field blank to run for all products.
    • PO Number - Enter a specific purchase order number to run the report for. Leave this field blank to run for all purchase orders.
    • SO Number - Enter a specific sales order number to run the report for. Leave this field blank to run for all sales orders.
    • WO Number - Enter a specific work order number to run the report for. Leave this field blank to run for all work orders.
    • PO Part - Choose a specific part to run the report for. Leave this field blank to run for all parts.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide the order details by checking/unchecking this checkbox.
    • Show Not Posted - Choose to show/hide orders that have not exported to the accounting system by checking/unchecking this checkbox.
    • Show Posted - Choose to show/hide orders that have exported to the accounting system by checking/unchecking this checkbox.
    • Show Purchase Orders - Choose to show/hide purchase orders on the report by checking/unchecking this checkbox.
    • Show Sales Orders - Choose to show/hide sales orders on the report by checking/unchecking this checkbox.
    • Show Work Orders - Choose to show/hide work orders on the report by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

BATCH


Batch By Date - Packing List

Batch By Date - Packing List Report.png
This report prints batch packing lists by date.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Apply Date Filter - Choose the date range to use for the report: Date Created or Date Shipped.
    • Layout Format - Choose which format to use for the report: Standard, By Carton, or By Location.
    • Date Range - Choose the date range to run the report for. The type of date used in the date range depends on what is selected in the Apply Date Filter selection.
  • OPTIONAL TAB
    • Order Number - Choose whether to have the order number on the report show as the Customer PO Number or the SO number.
    • Entered - Choose to show/hide a Packing List for orders with this status by checking/unchecking this checkbox.
    • Packed - Choose to show/hide a Packing List for orders with this status by checking/unchecking this checkbox.
    • Shipped - Choose to show/hide a Packing List for orders with this status by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country by checking/unchecking this checkbox.
    • Show Kit Headers - Choose to show/hide the kit headers by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Tracking - Choose to show/hide part tracking information is displayed by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Date - Pick Ticket

Batch By Date - Pick Ticket Report.png
This report prints batch pick tickets by date.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Apply Date Filter - Choose the date range to use for the report: Date Scheduled, Date Created, Date Started, Date Fulfilled or Date Last Modified.
    • Date Range - Choose the date range to run the report for. The type of date used in the date range depends on what is selected in the Apply Date Filter selection.
  • OPTIONAL TAB
    • Show Barcode As - Choose whether the Order Num or Pick Num will show as the number for the barcode on the report.
    • Sort By - Choose to sort the report by Line Item or by Part.
    • Committed - Choose to show/hide a Pick Ticket for picks with this status by checking/unchecking this checkbox.
    • Entered - Choose to show/hide a Pick Ticket for picks with this status by checking/unchecking this checkbox.
    • Finished - Choose to show/hide a Pick Ticket for picks with this status by checking/unchecking this checkbox.
    • Started - Choose to show/hide a Pick Ticket for picks with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Address - Choose to show/hide the order address by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Date - Sales Order Invoice

Batch By Date - Sales Order Invoice Report.png
This report batch prints sales order invoices by date.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Apply Date Filter - Choose the date range to use for the report: Fulfillment Date, Date Created, Date Issued, Date Fulfilled, or Date Last Changed.
    • Date Range - Choose the date range to run the report for. The type of date used in the date range depends on what is selected in the Apply Date Filter selection.
  • OPTIONAL TAB
    • Closed Short - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide this order status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Bill To Phone Number - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide this field by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Order - Manufacture Order Traveler

Manufacture Order Traveler Report.png
This report batch prints Manufacture Order Travelers by order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Order Numbers - Enter the order number(s) to run the report for. For multiple orders, enter the order numbers separated by commas.
  • OPTIONAL TAB
    • Display WO Travelers - Choose to show/hide the WO Travelers by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Finished Goods - Choose to show/hide the finished goods on the report by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Order - Pick Ticket

Batch By Order - Pick Ticket Report.png
This report batch prints pick tickets by order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Pick Numbers - Enter the pick number(s) to run the report for. For multiple orders, enter the order numbers separated by commas.
  • OPTIONAL TAB
    • Show Barcode As - Choose whether the Order Num or Pick Num will be shown as the barcode number on the report.
    • Sort By - Choose to sort the report by Line Item or by Part.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Address - Choose to show/hide the order address by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Order - Sales Order Invoice

Batch By Order - Sales Order Invoice Report.png
This report batch prints sales order invoices by order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Order Numbers - Enter the order number(s) to run the report for. For multiple orders, enter the order numbers separated by commas.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Bill To Phone Number - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide this field by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide this field by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Batch By Order - Work Order Traveler

Work Order Traveler Report.png
This report batch prints Work Order Travelers by order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Order Numbers - Enter the order number(s) to run the report for. For multiple orders, enter the order numbers separated by commas.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


BILL OF MATERIALS


Bill of Materials

Bill of Materials Report.png
This report displays 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. The total rollup cost at the top will equal the sum of all the costs displayed in green below it.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • BOM Number - Select the bill of materials to display in the report.
  • OPTIONAL TAB
    • Location Group - Choose a specific location group to use for the available and short quantities. Leave this field blank to include inventory from all location groups.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Bill of Materials Standard Cost

Bill of Materials Standard Cost Report.png
This report displays 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. The total rollup cost at the top will equal the sum of all the costs displayed in green below it.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • BOM Number - Select the bill of materials to display in the report.
  • OPTIONAL TAB
    • Location Group - Choose a specific location group to use for the available and short quantities. Leave this field blank to include inventory from all location groups.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


BOM Instructions

BOM Instructions Report.png
This report displays the Raw Good(s) and Finished Good(s) on a Bill of Materials and the instructions that have set on each. The order of the line items is determined by the Sort Order set in the Bill of Materials module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • BOM Number - Choose the bill of materials number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


CUSTOMER


Customer Address List

Customer Address List Report.png
This report displays customer addresses. If a customer has multiple addresses, they will all show.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Address Type - Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To or Ship To.
    • Contact Type - Choose what type of contact to show: Home, Work, Mobile, Fax, Main, Email, Pager, Other or Web.
    • Customer Group - Choose a specific customer group to run the report for. Leave this field blank to run for all customer groups.
    • State - Enter the state abbreviation to see addresses for a specific state. Leave this field blank to run for all states.
    • Zip Code - Enter the zip code to see addresses for a specific zip code. Leave this field blank to run for all zip codes.
    • Show Country - Choose to show/hide the country on the addresses by checking/unchecking this checkbox.
    • Show Groups - Choose to show/hide customer groups on the report by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Customer Details List

Customer Details List Report.png
This report shows a detailed list of all customers with all of their addresses and contacts per address. This report groups by customer.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Address Type - Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To, or Ship To.
    • Customer - Choose a specific customer to run the report for. Leave this field blank to run for all customers.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Jobs - Choose to show/hide customer jobs by checking/unchecking this checkbox.
    • Show Contact Info - Choose to show/hide customer contact info by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the addresses by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Customer Price List

Customer Price List Report.png
This report displays a product price list for a specific customer. It takes pricing rules that apply to that customer into account to determine the price.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Customer - Choose a specific customer to run the report for. Leave this field blank to run for all customers.
  • OPTIONAL TAB
    • Group By - Choose whether to group by Product Tree or None.
    • Product Tree - Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • SKU Search - Enter a specific SKU to run the report for. Leave this field blank to run for all SKUs.
    • UPC Search - Enter a specific UPC to run the report for. Leave this field blank to run for all UPCs.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Original Price - Choose to show/hide the products original price by checking/unchecking this checkbox.
    • Show SKU - Choose to show/hide the SKU by checking/unchecking this checkbox.
    • Show UPC - Choose to show/hide the UPC by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Customer Statement

Customer Statement Report.png
This report displays a statement for one or more customers showing all unpaid sales orders, payments made and balances remaining.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Customer - Choose a specific customer to run the report for. Leave this field blank to run for all customers.
    • Closed Short - Choose to show/hide this type of order by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide this type of order by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide this type of order by checking/unchecking this checkbox.
    • Issued - Choose to show/hide this type of order by checking/unchecking this checkbox.
    • Show 0 Balance - Choose to show/hide orders with a zero balance by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Dormant Customers

Dormant Customers Report.png
This report displays a list of customers that have not purchased within a selected number of months. (Scenario: To see all customers that haven’t purchased this year, but purchased in December of the previous year, set Dormant to This Year and Last Purchase to December of the last year.)

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Dormant date range - Select the desired date range to run the report for. This means, during the specified time period, show all customers that did not make any purchases. This date looks at the DateIssued on the SO table in the database, meaning it looks at the date the sales order was issued.
    • Last Purchase date range - Select the desired date range to run the report for. This means, during the specified time period, show all customers that made a purchase. This date looks at the DateIssued on the SO table in the database, meaning it looks at the date the sales order was issued.
  • OPTIONAL TAB
    • Customer Group - Choose a specific customer group to run the report for. Leave this field blank to run for all customer groups.
    • Customer Name - Enter a customer to run the report for. Leave this field blank to run for all customers.
    • Show Inactive Customers - Choose to show/hide inactive customers by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

GADGETS


Gross Sales By Product Bar Graph

Gross Sales By Product Bar Graph Report.png
This report displays a bar graph of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Parts to Show - Enter the number of parts to show in the graph.
    • Date Range - Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Product Pie Chart

Gross Sales By Product Pie Chart Report.png
This report displays a pie chart of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Parts to Show - Enter the number of parts to show in the chart.
    • Date Range - Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Salesperson Bar Graph

Gross Sales By Salesperson Bar Graph Report.png
This report displays a bar graph of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Parts to Show - Enter the number of parts to show in the graph.
    • Date Range - Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Salesperson Pie Chart

Gross Sales By Salesperson Pie Chart Report.png
This report displays a pie chart of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Parts to Show - Enter the number of parts to show in the chart.
    • Date Range - Enter the desired date range to see sales numbers for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


MTD Cumulative Sales

MTD Cumulative Sales Report.png
This report displays a line graph of total cumulative gross sales for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


MTD Sales Bar Graph

MTD Sales Bar Graph Report.png
This report displays a line graph of total gross sales for the current month. This report is most commonly used in the Reports gadget in the Dashboard module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Turnover Bar Graph

Turnover Bar Graph Report.png
This report displays a bar graph that displays how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • Part Number - Choose a part number to view turnover for. Leave this field blank to view data for all parts.
    • Parts To Show - Enter the number of parts to show in the bar graph.
    • Date Range - Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred such as a receipt, cycle or scrap.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Turnover Pie Chart

Turnover Pie Chart Report.png
This report displays a bar graph that displays how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • Part Number - Choose a part number to view turnover for. Leave this field blank to view data for all parts.
    • Parts To Show - Enter the number of parts to show in the bar graph.
    • Date Range - Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred such as a receipt, cycle or scrap.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

INVENTORY


Aging Report

Aging Report.png
This report displays the age of inventory. It will show the part number, description, tracking, quantity and the date the locations inventory were created, then giving a number of days old.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose to group by Location Group or by Part. If grouped by Location Group it sorts inventory by Location Group first, then location. If by Part is chosen, inventory is grouped by Part.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Show Location Details - Choose to show/hide the location details by checking/unchecking this checkbox. When Group By Location Group is selected, this will show/hide the grouping of parts per location under that location group.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Asset Valuation By Account

Asset Valuation By Account Report.png
This report generates a summary of the quantity and total value of all parts currently on hand, broken down and grouped by Inventory Asset account. This report lists costs for each costing method (FIFO, LIFO, Average and Standard).

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Asset Account - Enter the Inventory Asset account to run the report for. Leave this field blank to run for all asset accounts.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Part Details - Choose to show/hide part details by checking/unchecking this checkbox. Unchecking this will list totals per asset account, removing all part references.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Costing Layer Valuation

Costing Layer Valuation Report.png
This report generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a FIFO or LIFO costing method in Fishbowl.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Asset Account - Enter a specific asset account to view information for. Leave this field blank to run for all asset accounts.
    • Date Range - Enter the desired date range to see costing layer information for. This date looks at the DateCreated on the COSTLAYER table in the database, meaning the date the costing layer was created by adding initial inventory with a cost or receiving parts in, etc.
    • Show Active Costing Layers - Choose to show/hide active costing layers by checking/unchecking this checkbox. This means, any costing layers that still have quantity still available.
    • Show Fulfilled Costing Layers - Choose to show/hide fulfilled costing layers by checking/unchecking this checkbox. This means, any costing layers that have been completely depleted of quantity.
    • Show Voided Costing Layers - Choose to show/hide voided costing layers by checking/unchecking this checkbox. This means, any costing layer that was created but voided. An example would be receiving inventory in but then voiding the receipt.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Historical Data - Choose to show/hide historical data by checking/unchecking this checkbox. This option will show the original quantity and cost when the costing layer was created.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Cycle Count List

Cycle Count List Report.png
This report generates a list of all parts and current quantities organized by location group and location. There is a blank line to write in the actual part quantities during a physical count of inventory. This is also known as a Physical Inventory Worksheet. Items are grouped by Location Group then Location.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • ABC Code - Choose what part ABC code to run the report for. Choose the All option to run for all.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Items Not In Inventory - Choose to show/hide parts that are not in inventory by checking/unchecking this checkbox.
    • Show Qty - Choose to show/hide the quantity listing by checking/unchecking this checkbox.
    • Show Serial Numbers - Choose to show/hide serial numbers by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Forecast Report

Forecast Report.png
This report calculates a running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders and Purchase Orders. Allocated numbers are grouped by Location Group then by Part Number.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Historical Part Cost Report

Historical Part Cost Report.png
This report displays the historical cost of parts on a specific day. It shows the quantity, unit cost, and the total cost, with an option to select which costing method is displayed. This report requires the snapshot feature to be enabled.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Report On Date - Select the date that will be used to display historical costs. This report pulls data from the PARTCOSTHISTORY table.
  • OPTIONAL TAB
    • Costing Method - Choose the costing method to run the report for. Options are: Average, Standard, FIFO or LIFO.
    • Vendor - Choose the vendor to run the report for. This will only show parts that have that vendor set as the default vendor. The default vendor can be assigned on the Vendors tab of the Small.Part.png Part module or the Parts tab of the Small.Vendor.png Vendor module.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Show Inactive Parts - Choose to show/hide inactive parts by checking/unchecking this checkbox.
    • Show Parts Created After Date - Choose to show/hide parts that didn't exist on the specified date by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Inventory Availability By LG

Inventory Availability By LG Report.png
This report is a consolidated report of the Inventory Module. It shows a part's quantity that is On Hand, Allocated, Not Available, Drop Ship, Available, On Order, Committed and Backordered by Location Group.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Location Group - Choose the location group to run the report for.
  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Inventory Valuation Summary

Inventory Valuation Summary Report.png
This report generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a Standard or Average costing method in Fishbowl.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose the costing method to run the report for.
    • Group By - Choose how the report grouped. Choose by Location Group or by Part.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Asset Account - Enter a specific asset account to view information for. Leave this field blank to run for all asset accounts.
    • Show Location Details - Choose to add/remove the location grouping by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Inventory Variance

Inventory Variance Report.png
This report shows the shipping and receiving history for a part or all parts.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Location Group - Choose the location group to run the report for.
    • Date Range - Choose the date range to see transactions for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened, in this case when the item was shipped or received into inventory. Partial shipments and receipts show separately and correctly.
  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Adjustment Types - Select the checkboxes for the type of adjustments that should be included in the report.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Lot History

Lot History Report.png
This report shows the history for the specified lot number.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Part Number - Choose a specific part number to run the report for.
    • Lot Number - Enter a lot number to show in the report.
  • OPTIONAL TAB
    • Inc Cycle Dec - Includes cycle count decreases in the history.
    • Inc Cycle Inc - Includes cycle count increases in the history.
    • Inc Scrap - Includes scrap adjustments in the history.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


On Hand

On Hand Report.png
This report displays a list of parts with the current quantity on hand. *Does not filter for serial numbers.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Order By - Select how the parts are ordered: Part Num or Location.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Tracking - Enter the tracking number to see information for. Accepts all tracking except for serial number type tracking.
    • Show Parts With Zero Quantity - Choose to show/hide parts with zero quantity by checking/unchecking this checkbox.
    • Show Parts Without Tracking - Choose to show/hide parts without tracking by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Serial Numbers - Choose to show/hide serial numbers by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


On Hand By Date

On Hand By Date Report.png
This report 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. For actual historical costs, see the Historical Part Cost report.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Report On Date - Choose the date to view inventory on hand information for. This date looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred.
  • OPTIONAL TAB
    • Costing Method - Choose the costing method to run the report for. Options are: Average, Standard, FIFO or LIFO.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Vendor - Choose the vendor to run the report for. This will only show parts that have that vendor set as the default vendor in the Part module, Vendor Tab.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Show Inactive Parts - Choose to show/hide inactive parts by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Zero Quantities - Choose to show/hide parts with zero quantities by checking/unchecking this checkbox.
    • Show Cost - Choose to show/hide cost by checking/unchecking this checkbox. Costs are based on today’s cost.
    • Show Only Zero Quantities - Choose to show only parts with zero quantities by checking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


On Hand By Expiration Date

On Hand By Expiration Date Report.png
This report lists on hand inventory that has an expiration date.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Order By - Select how the parts are ordered: Part Num or Location.
    • Status - Choose which expiration date statuses to show. Valid=Expiration date is at least 30 days away. Expiring=Expiration date is less than 30 days away. Expired=Expiration date has passed. All=Shows all of the statuses.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Enter a expiration date range to run the report for. This date range looks at the expiration date of the item. If the expiration date is not in the date range, the inventory will not be listed on the report.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


On Hand By Product Tree

On Hand By Product Tree Report.png
This report generates an On Hand report that is organized by Product Tree.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Tree - Select the product tree to run the report for. Leave this field blank to run for all product trees.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Reorder Report

Reorder Report.png
This report generates a list of parts below their reorder points.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Include No ROP/OUL - Choose to show/hide parts that do not have reorder points or order up to levels set by checking/unchecking this checkbox.
    • Show Inactive Parts - Choose to show/hide inactive parts by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show All Items - Choose to show all items, even if they don’t need to be reordered, by checking this checkbox. To only show parts that need to be reordered, leave this checkbox unchecked.
    • Show Default Vendor - Choose to show/hide a part's default vendor by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Turnover Report

Turnover Report.png
This report displays the number of times inventory is turned over during the given date range. The Total Units should display as Total Units Sold. It lists the total units sold in the date range specified on the report. The Avg QOH is the Average Qty on hand for that part in inventory. It adds up all the on hand quantity per day and divides that total by the number of transactions in the date range. Average TO is the number of days it will take you to turn over your current inventory, given the date range selected. It is calculated as the Turnover quantity divided by the number of days in the date range. The Turnover is the turnover rate in that date range specified. It is calculated as the Total Qty Sold divided by the Avg QOH.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose to group by Location Group or by Part Number
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Enter the desired date range to see turnover information for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. It also looks at the EventDate on the INVENTORYLOG table in the database, meaning the date an inventory transaction occurred such as a receipt, cycle or scrap.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Forecast Report

Work Order Forecast Report.png
This report calculates a running total of allocated parts on orders separated out by work orders. In the WO lists under a part, the order that is bolded is the WO the report is displaying info for.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • WO Number - Enter a work order to run the report for. Leave this field blank to run for all work orders.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


LABELS


2x4 Location Tag Avery

2x4 Location Tag Avery Report.png
This report prints location labels for 2x4 Avery 8163 Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Location Name, Tag Number or Location Group.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Tag - Choose to show/hide the tag by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


2x4 Location Tag One Off

2x4 Location Tag One Off Report.png
This report prints location tags for 2x4 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Location Name, Tag Number or Location Group.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Tag - Choose to show/hide the tag by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


2x4 Part Barcodes Avery

2x4 Part Barcodes Avery Report.png
This report prints part barcodes for 2x4 Avery 8163 Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


2x4 Part Barcodes One Off

2x4 Part Barcodes One Off Report.png
This report prints part barcodes for 2x4 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


2x4 Product Barcodes Avery

2x4 Product Barcodes Avery Report.png
This report prints product barcodes for 2x4 Avery 8163 Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


2x4 Product Barcodes One Off

2x4 Product Barcodes One Off Report.png
This report prints product barcodes for 2x4 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


4x6 Location Tag One Off

4x6 Location Tag One Off Report.png
This report prints location tags for 4x6 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Location Name, Tag Number or Location Group.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Tag - Choose to show/hide the tag by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


4x6 Part Barcodes One Off

4x6 Part Barcodes One Off Report.png
This report prints part barcodes for 4x6 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


4x6 Product Barcodes One Off

4x6 Product Barcodes One Off Report.png
This report prints product barcodes for 4x6 One Off Labels.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Customer Address Labels

Customer Address Labels Report.png
This report prints out customer address labels on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Address Type - Choose what address types to include on the report: All, Ship To, Bill To, Remit To, Home or Main Office.
    • Customer Group - Choose what customer group to run the report for. Leave this field blank to run for all customer groups.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Only In Group - Choose to show only customers that are tied to the customer group specified by checking this checkbox. Uncheck this checkbox to show all customers.
    • Show Country - Choose to show/hide the country on the address by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Location Tag

Location Tag Report.png
This report prints out location tag barcodes on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Location Name, Tag Number or Location Group.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Tag - Choose to show/hide the tag by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Location Tag One Off

Location Tag One Off Report.png
This report prints out location tag barcodes in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Location Name, Tag Number or Location Group.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a specific location to run the report for. Leave this field blank to run for all locations.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Tag - Choose to show/hide the tag by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tags

New Tags Report.png
This report prints new tag barcodes in an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Print Tags Using - Choose how the tags are to be created: Next Available, Repeat Tag or Tag Starting Point.
    • Qty - Enter the number of tags to print out. There are 30 labels per page.
    • Repeat Tag - Enter the tag number to print out. The report will print this tag number only and only if Repeat Tag is selected in the Print Tags Using dropdown.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Tag Starting Point - Enter the number to start the sequence with. This field is only used if Tag Starting Point is selected in the Print Tags Using dropdown.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tags One Off

New Tags One Off Report.png
This report prints new tag barcodes in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Print Tags Using - Choose how the tags are to be created: Next Available, Repeat Tag or Tag Starting Point.
    • Qty - Enter the number of tags to print out. There are 30 labels per page.
    • Repeat Tag - Enter the tag number to print out. The report will print this tag number only and only if Repeat Tag is selected in the Print Tags Using dropdown.
    • Starting Point - Enter the number to start the sequence with. This field is only used if Tag Starting Point is selected in the Print Tags Using dropdown.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tracking

New Tracking Report.png
This report prints out new tracking labels for a single number on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Tracking Value - Enter the number/value to print out with the barcode.
    • Number To Print - Enter the number of labels to print out.
  • OPTIONAL TAB
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tracking Incremental

New Tracking Incremental Report.png
This report prints out incremental new tracking labels on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • First Value - Enter the number/value to start with.
    • Number To Print - Enter the number of labels that to print out.
  • OPTIONAL TAB
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tracking Incremental One Off

New Tracking Incremental One Off Report.png
This report prints out incremental new tracking labels in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • First Value - Enter the number/value to start with.
    • Number To Print - Enter the number of labels that to print out.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


New Tracking One Off

New Tracking One Off Report.png
This report prints out new tracking labels in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Tracking Value - Enter the number/value to print out with the barcode.
    • Number To Print - Enter the number of labels to print out.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Barcodes Avery

Part Barcodes Avery Report.png
This report prints out part barcodes on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Barcodes By PO Avery

Part Barcodes By PO Avery Report.png
This report prints out part barcodes based on a given PO on an Avery 8160 label sheet. The number of barcodes printed per part will match the quantity on the PO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • PO Number to - Select the PO number to print out part barcodes for.
  • OPTIONAL TAB
    • Order By - Select how to order parts: Part Num or Line Item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Barcodes By PO One Off

Part Barcodes By PO One Off Report.png
This report prints out part barcodes based on a given PO in a one off format. The label size is 2x1. The number of barcodes printed per part will match the quantity on the PO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • PO Number to - Select the PO number to print out part barcodes for.
  • OPTIONAL TAB
    • Order By - Select how to order parts: Part Num or Line Item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Barcodes One Off

Part Barcodes One Off Report.png
This report prints out part barcodes in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


PO Part Barcodes With Tracking One Off

PO Part Barcodes With Tracking One Off.png
Part Barcodes for one off Labels. Prints one label for each part and distinct tracking value received in a specified Purchase Order. Requires a primary tracking.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • PO Number - Enter the PO number to print part barcodes for.
  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes Avery

Product Barcodes Avery Report.png
This report prints out product barcodes on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes By Receipt Avery

Product Barcodes By Receipt Avery Report.png
This report prints out product barcodes for items received on a specific date on an Avery 8160 label sheet. The number of barcodes printed product part will match the quantity on the PO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Enter a date range to run the report for. This date range looks at the DateReceived on the RECEIPTITEM table in the database, meaning the date the items were received in.
  • OPTIONAL TAB
    • PO Number to - Select the PO number to print out part barcodes for. Leave this field blank to run for all POs.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes By Receipt One Off

Product Barcodes By Receipt One Off Report.png
This report prints out product barcodes for items received on a specific date in a one off format. The label size is 2x1. The number of barcodes printed product part will match the quantity on the PO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Select the date range for which items were received in. This date range looks at the DateReceived on the RECEIPTITEM table in the database, meaning the date the items were received in.
  • OPTIONAL TAB
    • PO Number to - Select the PO number to print out part barcodes for. Leave this field blank to run for all POs.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes By SO Avery

Product Barcodes By SO Avery Report.png
This report prints out all of the product barcodes for a given SO on an Avery 8160 label sheet. The number of barcodes printed product part will match the quantity on the SO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Enter the SO number to print product barcodes for.
  • OPTIONAL TAB
    • Order By - Select how to order parts: Part Num or Line Item.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes By SO One Off

Product Barcodes By SO One Off Report.png
This report prints out all of the product barcodes for a given SO on one off format. The label size is 2x1. The number of barcodes printed product part will match the quantity on the SO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Enter the SO number to print product barcodes for.
  • OPTIONAL TAB
    • Order By - Select how to order parts: Part Num or Line Item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Barcodes One Off

Product Barcodes One Off Report.png
This report prints out product barcodes in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Receiving Label

Receiving Label Report.png
This report prints a label for all parts received with their tracking information.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Receiving - Select the order to display in the report.
  • OPTIONAL TAB
    • Default Location Barcode - Choose to show/hide a barcode for the item's default location by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Item Barcode - Choose to show/hide a barcode containing the item number by checking/unchecking this checkbox.
    • Include Received Items - Choose to show/hide items that have already been received by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Single Part Barcodes Avery

Single Part Barcodes Avery Report.png
This report prints out part barcodes on an Avery 8160 label sheet. Print one barcode each for multiple parts or multiple barcodes for a single part.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Count - Enter the number of parts to print out at one time. If the Part Number field is left blank, this number signifies how many parts to print starting from the beginning of the part list. If the Part Number field has a part selected, the count field signifies the number of barcode labels to print for that single part.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Single Product Barcodes Avery

Single Product Barcodes Avery Report.png
This report prints out product barcodes on an Avery 8160 label sheet. Prints out one barcode each for multiple products or multiple barcodes for a single product.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers.
    • Count - Enter the number of parts to print out at one time. If the Product Number field is left blank, this number signifies how many products to print starting from the beginning of the product list. If the Product Number field has a product selected, the count field signifies the number of barcode labels to print for that single product.
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the product description by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Tag Barcodes Avery

Tag Barcodes Avery Report.png
This report prints out inventory tag barcodes on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Enter the desire date range to see tags created in that range.
  • OPTIONAL TAB
    • Barcode - Choose whether the barcode signifies the Tag # or the Part #.
    • Location - Choose a location to run the report for. Leave this field blank to run for all locations.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Tag - Enter the desire tag number to run the report for. Leave this field blank to run for all tags.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Tag Barcodes One Off

Tag Barcodes One Off Report.png
This report prints out inventory tag barcodes in a one off format. The label size is 2x1.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Enter the desire date range to see tags created in that range.
  • OPTIONAL TAB
    • Barcode - Choose whether the barcode signifies the Tag # or the Part #.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Tag - Enter the desire tag number to run the report for. Leave this field blank to run for all tags.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


UPS Label

UPS Label Report.png
This report prints out a UPS label if the UPS Setup has been completed and a quote has been accepted for the shipment.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter the shipping number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


UPS Return Label

UPS Return Label Report.png
This report prints out a UPS return label if a UPS account number has been registered and the shipment has been shipped.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter the shipping number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Address Labels

Vendor Address Labels Report.png
This report prints out vendor address labels on an Avery 8160 sheet label.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Start At Label - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right.
    • Show Country - Choose to show/hide the country by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Part Barcodes

Vendor Part Barcodes Report.png
This report prints out part barcodes with the vendor part number as the part number on the barcode on an Avery 8160 label sheet.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Part Barcodes One Off

Vendor Part Barcodes One Off Report.png
This report prints out part barcodes with the vendor part number as the part number on the barcode in a one off format.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Count - Enter the number of parts to print out at one time.
    • Skip - Enter the number of part numbers to skip. This is used to print out the entire part list in batches or to print a certain number of parts that is not at the beginning of the part list. This is most commonly used when the report is too large to run with the computer resources available.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide the part description by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Walmart Label

Walmart Label Report.png
This report prints out a 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. The WM PO# field pulls from the Vendor PO field on the Sales Order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Enter the SO number to run the report for.
  • OPTIONAL TAB
    • Store Number - Enter the Store Number to show on the report if the Sales Order Custom Field isn’t set up already.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Logo - Choose to show/hide your company logo by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


WO Part Barcodes With Tracking One Off

WO Part Barcodes With Tracking One Off.png
Part Barcodes for one off Labels. Prints one label for each part and distinct tracking value manufactured in a specified Work Order. Requires a primary tracking.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • WO Number - Enter the WO number to print part barcodes for.
  • OPTIONAL TAB
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


MANUFACTURE ORDER


Manufacture Order Projected Cost

Manufacture Order Projected Cost Report.png
This report displays the manufacture order cost amounts and manufacture order items. Unfulfilled work orders costs are based on the database costing method. Fulfilled work order costs are historical costs for the work order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • MO Number - Select the Manufacture Order to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Details - Choose to show/hide the raw goods on the work order by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Manufacture Order Stage

Manufacture Order Stage Report.png
This report shows the various stages for open work orders. Use % for wild card search in the MO Number field.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • MO Number - Enter a Manufacture Order number to run the report for. Leave this field blank to run the report for all Manufacture Orders.
    • Date Range - Enter a date range to run the report for. This date range looks at the DateIssued on the MO table in the database, meaning the date the manufacture order was issued.
    • Closed Short - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Entered - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Picking - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Void - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Working - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Manufacture Order Traveler

Manufacture Order Traveler Report.png
This report generates a basic report for Manufacture Orders. This report gives a listing of each Work Order on the Manufacture Order and the Finished Good and quantity being built, along with other status and order information.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • MO Number - Enter a Manufacture Order number to run the report for.
  • OPTIONAL TAB
    • Display WO Travelers - Choose to show/hide the Work Order Traveler for each WO by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Finished Goods - Choose to show/hide the work orders finished good by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Production Report

Production Report.png
This report shows the parts built in completed work orders, grouped by part number along with the Production Date.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Date Range - Enter the desired date range to see production information for. This date range looks at the DateFinished on the WO table in the database, meaning it looks at the date the work order was finished/fulfilled. Partial fulfillments will show up separately and correctly.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Data - Choose to show/hide specific work order quantities and date information by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

OTHER


Calendar Report

Calendar Report.png
This report prints out all calendar events for a specified date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Order By - Choose how to order the events. Options are: Event Name, Start Date, End Date, Note or Location.
    • Date Range - Enter the desired date range to see events for. Depending on the statuses you choose, this date range will choose between the following fields on the WO table in the database: DateStarted, DateScheduleToStart, DateFinished and DateScheduled.
    • WO Entered - Choose to show/hide this work order status by checking/unchecking this checkbox.
    • WO Fulfilled - Choose to show/hide this work order status by checking/unchecking this checkbox.
    • WO Started - Choose to show/hide this work order status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Time - Choose to show/hide time by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Reports

Reports Report.png
This report prints out a list of all of the reports inside of Fishbowl along with a description of the report and where the report file is located.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Tracking

Tracking Report.png
This report displays parts attached to Tracking Information on Work Orders, Purchase Orders and Sales Orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Tracking Value - Enter the tracking number/value that to view in the report. Leave this field blank to run for all tracking values.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Tracking Detail

Tracking Detail Report.png
This report displays a specific Tracking Value and all of the transaction activity attached to it from Work Orders, Purchase Orders and Sales Orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Tracking Value - Enter the tracking number/value to view in the report.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

PART


ABC Report

ABC Report.png
This report prints a list of parts, their current ABC Code and their Projected ABC Code. Cost values are based on today’s cost. The Qty Used column shows the quantity used in manufacturing and/or sales activity for the given date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose the costing method to see costs based on. (Match this with the method the database is using.)
    • Date Range - Enter a date range to run the report for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened. In particular, this report looks for ship (sales) and consume (manufacturing) transactions.
    • Use Manufacture Activity - Choose to include/exclude manufacturing activity in the projected ABC code calculation by checking/unchecking this checkbox.
    • Use Sales Activity - Choose to include/exclude sales activity in the projected ABC code calculation by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Accounts

Part Accounts Report.png
This report prints a list of parts and their associated accounts in the accounting system if they have been assigned. If a part has multiple products tied to it, it will be listed multiple times.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Select a part number to run the report for. Leave this field blank to run for all parts.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Activity Report

Part Activity Report.png
This report prints a report that shows the activity history for a part or all parts as well as which user performed the activity. Note: UOM changes only show correctly when all Location Groups are selected.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Enter the desired dates to see activity for. The date range looks at the EventDate on the INVENTORYLOG table in the database, meaning the date the transaction happened.
  • OPTIONAL TAB
    • Group By - Select whether to group the report information by Location Group or by Part Number.
    • Order By - Select whether to order the report information by Order of Events or Event Date.
    • User - Select a user to see transactions for. Leave this field blank to run for all users.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Location - Choose a location to run the report for. Leave this field blank to run for all parts.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all locations.
    • Tag Number - Enter a specific tag number to see activity for. Leave this field blank to run for all tags.
    • Tracking Info - Enter a specific tracking number (serial #, lot #, etc.) to see activity for. Leave this field blank to run for all tracking.
    • Adj Decrease - Choose to show/hide cycle count transactions that decreased quantity by checking/unchecking this checkbox.
    • Adj Increase - Choose to show/hide cycle count transactions that increased quantity by checking/unchecking this checkbox.
    • Adj Scrap - Choose to show/hide scrap inventory transactions by checking/unchecking this checkbox.
    • Adj Tracking - Choose to show/hide part tracking adjustments (for example, changing a Lot # from 5 to 6) by checking/unchecking this checkbox.
    • Adj UOM - Choose to show/hide UOM changes on parts by checking/unchecking this checkbox.
    • Adjust - Choose to show/hide transactions of changing the location group assigned on a specific location by checking/unchecking this checkbox.
    • Consume - Choose to show/hide transactions of raw good consumption on a work order by checking/unchecking this checkbox.
    • Disable Tracking - Choose to show/hide disable part tracking transactions by checking/unchecking this checkbox. Only shows on the report if the part has inventory quantity.
    • Enable Tracking - Choose to show/hide enable part tracking transactions by checking/unchecking this checkbox. Only shows on the report if the part has inventory quantity.
    • Receiving - Choose to show/hide purchase order receipt transactions by checking/unchecking this checkbox.
    • Shipping - Choose to show/hide sales order ship transactions by checking/unchecking this checkbox.
    • Show Active - Choose to show/hide parts that have an Active status by checking/unchecking this checkbox.
    • Show Inactive - Choose to show/hide parts that have an Inactive status by checking/unchecking this checkbox.
    • Transfer - Choose to show/hide inventory move transactions from the Consignment module with "Transfer" selected as the type by checking/unchecking this checkbox.
    • Void Receipt - Choose to show/hide void receipt transactions by checking/unchecking this checkbox.
    • Yield - Choose to show/hide inventory move transactions from the Inventory module by checking/unchecking this checkbox. If Yield shows Yield S50004 this means the items were moved by the picking transaction.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Allocated

Part Allocated Report.png
This report generates a list of orders a specific part is allocated to. Includes Sales Orders, Work Orders, Purchase Orders and Transfer Orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Part Number - Select a part number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Average Cost

Part Average Cost Report.png
This report generates a list of all parts and their current Average Costs along with current quantity on hand.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Cost Value - Select whether to see costs greater than (>), less than (<) or equal to (=) the cost entered in the Cost field below.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Cost - Enter the desired cost to see based on the selection made in the Cost Value dropdown above.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Committed Report

Part Committed Report.png
This report generates a list of orders a specific part is committed to. Includes Sales Orders, Work Orders, Purchase Orders and Transfer Orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Part Number - Select a part number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part Cost Over Time

Part Cost Over Time Report.png
This report generates a part’s costing information over a specified date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Part Number - Select a part number to run the report for.
  • OPTIONAL TAB
    • Date Range - Select the date range to see information for. This date looks at the DateCreated on the COSTLAYER table in the database, meaning the date the costing layer was created by adding initial inventory with a cost or receiving parts in, etc.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Part List

Part List Report.png
This report generates a part list with current quantity on hand and current cost. Cost values are based on today’s costs. Use % for a wild card search for the description field.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose a costing method to use when running the report: Average Cost, Standard Cost, LIFO or FIFO.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Description - Enter the desired part description to search for. Use the % sign for a wild card search. Leave this field blank to run for all parts descriptions.
    • Show Active - Choose to show/hide active parts by checking/unchecking this checkbox.
    • Show Inactive - Choose to show/hide inactive parts by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Description - Choose to show/hide parts descriptions by checking/unchecking this checkbox.
    • Show Cost - Choose to show/hide parts costs by checking/unchecking this checkbox.
    • Show Qty On Hand - Choose to show/hide parts quantity on hand by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Reorder Points

Reorder Points Report.png
This report generates a list of parts along with the part's Order Up To as well as Reorder Point by Location Group or Company Wide.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Show Parts Without Reorder Points - Choose to show/hide parts that do not have reorder points set by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

PICKING


Pick Efficiency

Pick Efficiency Report.png
This report displays the efficiency of each pick order, grouped by user.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • User - Enter the username of the user to run the report for. Leave this field blank to run for all users.
    • Date Finished In the Date Range - Select the date range to see information for. This date range looks at the DateFinished on the PICK table in the database, meaning the date the pick was finished.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide specific picking order information by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Pick Report

Pick Report.png
This report displays a complete list of ALL items on the Pick and their status.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Pick Number - Enter the pick order to run the report for. Any status of pick order is allowed.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Address - Choose to show/hide the customers ship to address by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the addresses by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Pick Ticket

Pick Ticket Report.png
This report generates a list of parts to pick, where to get them from and where to put them after picking.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Pick Number - Enter the pick order to run the report for. Only Started picks will generate this report.
  • OPTIONAL TAB
    • Show Barcode As - Choose whether the Order Num or Pick Num is the number for the barcode.
    • Sort By - Choose to reorder the items on the report by Line Item or by Part.
    • Show Committed - Choose to show/hide parts in committed status by checking/unchecking this checkbox.
    • Sort By Location - If this option is checked, items will be sorted according the the location sort order. If this option is unchechecked, items will be sorted by the order line number.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Address - Choose to show/hide the address by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the addresses by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

PRODUCT


Kit Report

Kit Report.png
This report generates a list of kits and items within each kit. 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.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose the costing method to use when running the report: Average Cost, Standard Cost, LIFO or FIFO.
    • Kit Number - Select a specific kit number to run the report for. Leave this field blank to run for all kits.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Catalog

Product Catalog Report.png
This report generates a list of barcodes with pictures and barcodes in a product catalog format.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Tree - Select a product tree category to run the report for. Leave this field blank to run for all.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Show Product Tree - Choose to show/hide the product tree categories by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Image - Choose to show/hide the product image by checking/unchecking this checkbox.
    • Show Price - Choose to show/hide the product price by checking/unchecking this checkbox.
    • Show Product Barcode - Choose to show/hide the product barcode by checking/unchecking this checkbox.
    • Show SKU - Choose to show/hide the product SKU by checking/unchecking this checkbox.
    • Show SKU Barcode - Choose to show/hide the product SKU barcode by checking/unchecking this checkbox.
    • Show UPC - Choose to show/hide the product UPC by checking/unchecking this checkbox.
    • Show UPC Barcode - Choose to show/hide the product UPS Barcode by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Product Price List

Product Price List Report.png
This report generates a product price list. The product price is pulled directly from the product module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose whether to group the report by Product Tree or None.
    • Product Tree - Select a product tree category to run the report for. Leave this field blank to run for all.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • SKU Search - Enter a SKU number to run the report for. Use % as a wild card search. Leave this field blank to run for all.
    • UPC Search - Enter a UPC number to run the report for. Use % as a wild card search. Leave this field blank to run for all.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • SKU - Choose to show/hide the product SKU by checking/unchecking this checkbox.
    • UPC - Choose to show/hide the product UPC by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

PURCHASE ORDER


Advanced Purchasing By Sales Order

Advanced Purchasing By Sales Order Report.png
This report 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.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • SO Number - Select a specific sales order to include on the report. Leave blank to include all matching orders.
    • Date Created - Include sales orders that were created during the specified date range.
    • Closed Short - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide sales orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Advanced Purchasing By Work Order

Advanced Purchasing By Work Order Report.png
This report 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.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • MO Number - Select a specific manufacture order to include on the report. Leave blank to include all matching orders.
    • Date Scheduled - Include orders that are scheduled during the specified date range.
    • Closed Short - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Picking - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Working - Choose to show/hide manufacture orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Auto PO

Auto PO Report.png
This report generates a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. The Needed column is calculated using the numbers in the other columns as follows. Needed=Order Up To – On Order – On Hand + Allocated

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Date Range - Select the date range to run the report for. This date range looks the DateScheduledFulfillment on the POITEM, XOITEM, SOITEM tables in the database, meaning the fulfillment date set per line item. It also looks at the DateScheduled on the WO table, meaning the date the work order is scheduled for.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include No ROP/OUL - Choose to show/hide parts that do not have Reorder Points or Order Up To Levels set by checking/unchecking this checkbox.
    • Include When Short/Always Create/Build To Order - Choose to show/hide parts with attached BOMs that have an auto create status of When Short, Always Create, or Build To Order by checking/unchecking this checkbox.
    • Show Vendor Part Number - Choose to show/hide the vendor part number by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Purchase Order Barcode

Purchase Order Barcode Report.png
This report displays a PO Number and the items on the PO along with a barcode for the order an each item on the order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Status - Choose what PO status to run the report for.
    • PO Number - Select a purchase order to run the report for. Leave this field blank to run for all purchase orders.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Purchase Order Report

Purchase Order Report.png
This report displays a basic purchase order to be sent to a vendor. If currency conversion is enabled, the costs can be displayed in the vendor's default currency.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • PO Number - Select a purchase order to run the report for.
  • OPTIONAL TAB
    • Show Part Number - Choose to show/hide the Fishbowl part number by checking/unchecking this checkbox.
    • Show Bill To Phone - Choose to show/hide the bill to phone on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide the bill to fax on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide the bill to email on the bill to address by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on all addresses by checking/unchecking this checkbox.
    • Show Line Item Notes - Choose to show/hide line item notes by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide memos by checking/unchecking this checkbox.
    • Show Status - Choose to show/hide the orders status under the report title by checking/unchecking this checkbox.
    • Show Vendor Account Number - Choose to show/hide the vendors account number in the vendor address box by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Purchase Order Summary

Purchase Order Summary Report.png
This report lists parts on purchase orders by location group and either part number or purchase order number.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Apply Date Filter To - Choose the date for the date range to look at. Options are: Scheduled Fulfillment Date, Date Created, Date Issued, Date Completed or Date Last Changed.
    • Group By - Choose whether to group by PO or by Part.
    • Show Qty - Choose whether to show the Total, Remaining or Received quantities.
    • Class - Choose a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Date Range - Choose a date range to run the report for. This correlates with the Apply Date Filter selection above.
    • Bid Request - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Closed Short - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Cost - Choose to show/hide the purchase orders cost by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


RECEIVING


Receiving History

Receiving History Report.png
This report generates a list of all receipts over a date range, filtered by location group, vendor and/or part.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Group1 - Choose how to group first by choosing either Location Group or Class.
    • Group2 - Choose how to group second by choosing either Vendor or Part.
  • OPTIONAL TAB
    • Cost - Choose whether to have the cost on the report show as the Item Cost (billed cost from PO) or Landed Cost (cost after reconcile).
    • Class - Choose a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Date Received - Choose a date range to run the report for. This date range looks at the DateReceived on the RECEIPTITEM table in the database, mean the date the item was received. Back dated receipts and partial receipts will show up correctly.
    • Include Misc Items - Choose to show/hide miscellaneous items by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Customer Receipts - Choose to show/hide customer returns (credit return sales orders) by checking/unchecking this checkbox.
    • Show Quantity Totals - Choose to show/hide the quantity totals by checking/unchecking this checkbox.
    • Show Vendor Receipts - Choose to show/hide vendor receipts (regular purchase order receipts) by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Receiving List

Receiving List Report.png
This report generates a list of items to be received for a specific order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Receiving - Select an order to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Item Barcode - Choose to show/hide the item barcode by checking/unchecking this checkbox.
    • Include Received Items - Choose to show/hide items that have already been received by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Reconcile Report

Reconcile Report.png
This report generates a list of POs that have been reconciled and displays the original cost, the billed cost, and the landed cost. If currency conversion is enabled, the costs can be displayed in the vendor's default currency.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • PO Number - Select a Purchase Order number to run the report for. Leave this field blank to run for all Purchase Orders.
    • Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
    • Date Range - Choose a date range to run the report for. This date range looks at the DateReconciled on the RECEIPTITEM table in the database, meaning the date the item was reconciled.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

RMA


RMA Report

RMA Report.png
This report generates a list of product being returned on a Return Merchandise Authorization ticket.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • RMA Number - Select an RMA number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


RMA Summary

RMA Summary Report.png
This report generates a summary of RMAs issued during the given date range. Taxes and shipping fees are not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Item Type - Choose what return item types to show on the report: All, Credit, Replacement, Substitution or Repair.
    • RMA Number - Select an RMA number to run the report for. Leave this field blank to run for all RMAs.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a product number to run the report for. Leave this field blank to run for all products.
    • Item Issue - Enter the issue the part is being return for to search for items with that issue selected. Leave this field blank to run for all issues.
    • Date Range - Select a date range to run the report for. This date range looks at the DateCreated in the RMA table of the database, meaning the date the RMA was created.
    • Order By Customer - Choose to order the RMAs by customer by checking this checkbox.
    • Order Status Expired - Choose to show/hide orders that have a status of expired by checking/unchecking this checkbox.
    • Order Status Fulfilled - Choose to show/hide orders that have a status of fulfilled by checking/unchecking this checkbox.
    • Order Status Open - Choose to show/hide orders that have a status of opened by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show RMA Details - Choose to show/hide specific product details on the RMA listing by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

SALES ORDER


Compare Sales By Month

Compare Sales By Month Report.png
This report generates a report to compare sales by month per item. This report includes products that are inventory, non-inventory, shipping and service type products. The price listed is total price the product has been sold for on all orders in that date range. Sales tax is not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Last Month - Select the first month date range to use in the comparison. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
    • This Month - Select the second month date range to user in the comparison. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Discount Summary

Discount Summary Report.png
This report generates a list of all discount line items on fulfilled sales orders in the system, totaled and grouped by discount.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Discount Name - Enter the discount name to run the report for. Leave this field blank to run for all discounts.
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, the date the discount line item was fulfilled on the sales order.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Detail - Choose to show/hide the specific order details per discount by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Product

Gross Sales By Product Report.png
This report generates the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. The last page of this report is a pie graph of the sales data. This report only displays inventory, non-inventory and service type products. Sales tax is not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Parts To Show - Enter the number of parts to show on the report.
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Data - Choose to show/hide the data page by checking/unchecking this checkbox.
    • Show Graphs - Choose to show/hide the graphs page by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Product Tree

Gross Sales By Product Tree Report.png
This report displays 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. This report will only show products that are assigned a product tree category. Inventory, non-inventory, service and shipping type products will be displayed. Sales tax not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Tree - Select the product tree category to run the report for. Leave this field blank to run for all product tree categories.
    • Date Range - Choose a date range to run the report for. This date looks at the PostDate for the Sales Order on the POSTSO table in the database, meaning the date the order is shipped. If you backdate the shipment, it will show up on that date. Partial shipments will show up as separate line items but all parts on the sales order will use the first date shipped.
    • Include Credit Return Items - Choose to show/hide credit return items by checking/unchecking this checkbox.
    • Show Each Product Once - Choose to only show a product once even if it is in the Product Tree multiple times.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Data - Choose to show/hide the data page by checking/unchecking this checkbox.
    • Show Graphs - Choose to show/hide the graphs page by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Gross Sales By Salesperson

Gross Sales By Salesperson Report.png
This report displays the gross sales per salesperson for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. This report includes regular sales and credit returns in the total. Sales Tax not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Number To Show - Enter the number of sales people to show on the report.
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Data - Choose to show/hide the data page by checking/unchecking this checkbox.
    • Show Graphs - Choose to show/hide the graphs page by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Inventory Allocated To Sales Orders

Inventory Allocated To Sales Orders Report.png
This report generates a list of all inventory currently allocated to sales orders. Cost values are based on today's cost.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose which costing method to use when running the report: Average Cost, Standard Cost, LIFO, FIFO.
    • Group By - Choose how the report is grouped. Choose by SO or by Product.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Range - Choose the date range to run the report for. The type of date used in the date range depends on what is selected in the Apply Date Filter selection.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide the specific SO or product details (depending on what option is selected in the Group By dropdown) by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Margins By Sales Order

Margins By Sales Order Report.png
This report generates a list of Sales Orders with price, cost and margins per order. This report has options to include/exclude shipping products and credit returns. Sales tax not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Date Range - Choose a date range to run the report for. he date range first looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item. If there are not any items with a fulfilled status on the order, the report looks at the Date Created on the SO table of the database, meaning the date the sales order was created.
    • Include Returns - Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
    • Include Shipping - Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
    • Show Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show Details - Choose to show/hide the specific product details per sales order by checking/unchecking this checkbox.
    • Show Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show COGS - Choose to show/hide the COGS information on the orders by checking/unchecking this checkbox.
    • Show Margins - Choose to show/hide the Margins columns by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Margins Report

Margins Report.png
This report generates a list of products on sales orders and their prices, costs and margins. This report does not include taxes. It also has options to include/exclude shipping and returns.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Group By - Choose whether to group the report by Product, by Product Tree or by Customer.
  • OPTIONAL TAB
    • Product Tree - Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Date Range - Choose a date range to run the report for. This date range looks at the DateCreated on the POSTSOITEM table in the database, meaning the item on the sales order is fulfilled. Back dated shipments will show on the actual date shipped instead of the back dated date chosen when shipping the order. Partial shipments will show up on the separate dates each were fulfilled on.
    • Include Returns - Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
    • Include Shipping - Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


MTD Sales

MTD Sales Report.png
This report generates a graph of gross sales for the month and year of the date specified.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date - Select a day in the month to run the report for. The specific day chosen does not affect the report, only the month and year are used. This date range looks at the DateCreated on the POSTSOITEM table in the database, meaning the item on the sales order is fulfilled. Back dated shipments will show on the actual date shipped instead of the back dated date chosen when shipping the order. Partial shipments will show up on the separate dates each were fulfilled on.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • OPTIONAL TAB
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Outstanding Items

Outstanding Items Report.png
This report generates a list of sales orders with outstanding credit return items.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort the report by Customer or by Fulfillment Date.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Fulfillment Date - Select the date range to find items on orders that have a fulfillment date in that range. This date range looks at the DateScheduledFulfillment on the SOITEM table the items fulfillment date on the order.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


POS Hourly Breakdown

POS Hourly Breakdown Report.png
This report generates a list of all Sales made with Sales Point 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.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Date Range - Enter a date range to run the report for. This date range looks at the Date Completed on the SO table of the database, meaning the date and time the order was completely fulfilled.
  • OPTIONAL TAB
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Register Name - Enter a register name to see sales made at that register. Leave this field blank to run for all registers.
    • Begin Work Day - Enter the hour that begins the work day. Time formatting is not needed. Use 24 hour clock (military time).
    • End Work Day - Enter the hour that ends the work day. Time formatting is not needed. Use 24 hour clock (military time).
    • 1 Sunday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 2 Monday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 3 Tuesday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 4 Wednesday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 5 Thursday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 6 Friday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • 7 Saturday - Choose to show/hide this day of the week by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


POS Receipt

POS Receipt Report.png
This report generates a common 8.5 by 11 point of sale receipt for customers.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
  • OPTIONAL TAB
    • Display Seller - Select whether to display the sellers name as their username, first name or full name.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Customer Part Numbers - Choose to show/hide customer part numbers by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide the bill to email on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide the bill to fax on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Phone Number - Choose to show/hide the bill to phone on the bill to address by checking/unchecking this checkbox.
    • Show Company Address - Choose to show/hide your company address in the top left hand corner of the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on all addresses by checking/unchecking this checkbox.
    • Show Items - Choose to show/hide the items on the order by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide memos by checking/unchecking this checkbox.
    • Show Revision - Choose to show/hide the revision number of the order by checking/unchecking this checkbox. The revision number is pulled from the Details tab of the Small.Sales Order.png Sales Order module.
    • Show Status - Choose to show/hide the orders status under the report title by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Price Discrepancy

Price Discrepancy Report.png
This report generates a list of all SO Items in the system that has a price different than the list price. List price means the product price from the product module.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Date Range - Choose a date range to run the report for. This date range looks at the Date Issued on the SO table, meaning the date the sales order is issued.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Pricing Rules

Pricing Rules Report.png
This report generates a list of pricing rules set up in the system.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Pricing Name - Enter the pricing rule name to run the report for. Leave this field blank to run for all pricing rules.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Products On Order

Products On Order Report.png
This report generates a list of products that customers have on order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Due - Choose a date range to run the report for. This date range looks at the Date Scheduled Fulfillment on the SOITEM table in the database, meaning it looks at the fulfillment date per line item on the sales order.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Purchase History

Purchase History Report.png
This report generates the purchase history for a customer or product in a given date range. Credit return orders are not included on this report. It also has options to include/exclude shipping and misc sales. Sales Tax is not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Group By - Choose whether to group the report by Product or by Customer.
  • OPTIONAL TAB
    • Apply Date Filter To - Choose the date for the date range to look at. Below are the options and the corresponding field in the database.
      • Item Fulfillment Date=soitem.datescheduledfulfillment
      • SO Fulfillment Date=so.datefirstship
      • Date Created=so.datecreated
      • Date Issued=so.dateissued
      • Item Date Fulfilled=soitem.datelastfulfillment
      • SO Date Fulfilled=so.datecompleted
      • Date Last Changed=so.datelastmodified
    • Customer Group - Choose a specific customer group to run the report for. Leave this field blank to run the report for all customer groups.
    • Product Tree - Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Range - Choose a date range to run the report for. This date range uses what is selected in the Apply Date Filter option above.
    • Closed Short - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide this order status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Order By Customer - Choose to order the report by customer by checking this checkbox. This option is used when the Group By dropdown on the Required tab is set to Product.
    • Show Misc Sales - Choose to show/hide miscellaneous sales by checking/unchecking this checkbox.
    • Show Shipping Items - Choose to show/hide shipping product items by checking/unchecking this checkbox.
    • Voided - Choose to show/hide this order status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide specific product or sales order details by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Receipt 2in

Receipt 2in Report.png
This report generates a common 2in receipt for customers.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Select the sales order number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Country - Choose to show/hide the country on the address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Receipt 3in

Receipt 3in Report.png
This report generates a common 3in receipt for customers.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Select the sales order number to run the report for.
  • OPTIONAL TAB
    • Gift Receipt - Choose to convert the receipt to a Gift Receipt by checking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Country - Choose to show/hide the country on the address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Returned Sales

Returned Sales Report.png
This report generates a list of returned sales items by count for a specific date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Range - Choose a date range to run the report for. This date range looks at the DateCompleted on the SO table of the database, meaning the date and time the order was completely fulfilled.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales Backorder Report

Sales Backorder Report.png
This report generates a list of SOs that are able to be fulfilled or on Backorder. The quantity shown is the quantity on hand without quantity in not available locations.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Part Number, Part Description, Customer, SO Number, Date To Fulfill, Quantity Needed or Quantity On Hand. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Date Range - Choose a date range to run the report for. This date range looks at the DateScheduledFulfillment on the SOITEM table in the database, meaning it looks at the fulfillment date per line item on the sales order.
    • Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Backorders Only - Choose to only show orders with backorders by checking this checkbox. To show all orders, uncheck this checkbox.
    • Show PO For Short Items - Choose to show/hide the PO number for short items by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales By Count

Sales By Count Report.png
This report generates a list of sales by count for orders that have items shipped during the date range specified.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose whether to group the report by Location Group, by Class , by Sales Person or by Customer Group.
    • Sort By - Choose whether to sort by Product Number, Product Description or Quantity. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer Group - Choose to run the report for a specific customer group. Leave this field blank to run for all customer groups.
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales By Month

Sales By Month Report.png
This report displays product sales broken out by month. This report does not include credit return sales. Sales Tax not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Range - Choose a date range to run the report for. This date range looks at the POSTDATE on the POSTSO table in the database, meaning when the shipment for the sales order is fulfilled. Back dated shipments will show correctly. Partial shipments will show up on the separate dates each were fulfilled on.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales Order Report

Sales Order Report.png
This report generates a basic report for sales orders to be sent to customers. If currency conversion is enabled, the prices can be displayed in the alternate currency. The title displayed on the report can be customized for orders with an Estimate status.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Select the sales order number to run the report for.
  • OPTIONAL TAB
    • Display Seller - Select whether to display the sellers name as their username, first name or full name.
    • Show Date - Select the date that should be displayed on the order. Options include Issued, Completed, Created, First Ship, Last Modified, Revision, and Today.
    • Show BOM On WO Items - Choose to show/hide the bill of materials of items being manufactured by checking/unchecking this checkbox.
    • Show Revision - Choose to show/hide the revision number of the order by checking/unchecking this checkbox. This revision number is pulled from the Details tab of the Small.Sales Order.png Sales Order module.
    • Include Customer Part Numbers - Choose to show/hide customer part numbers by checking/unchecking this checkbox.
    • Show Bill To Phone Number - Choose to show/hide the bill to phone on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide the bill to fax on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide the bill to email on the bill to address by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Is Invoice - When this checkbox is checked, the header text on the report will be changed to "Invoice".
    • Only Show BOM Price Adjustments - Choose to show only items on the BOM that have price adjustments by checking this checkbox. Uncheck this checkbox to show all items. This option correlates with the Show BOM On WO Items checkbox.
    • Show Adjustment Amounts - Choose to show/hide the adjustment amounts for items with a BOM by checking/unchecking this checkbox. This option requires that Show BOM on WO Items be checked.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Company Address - Choose to show/hide your company address in the top left hand corner of the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on all addresses by checking/unchecking this checkbox.
    • Show Credit Card Number - Choose to show/hide the last 4 digits of the credit card number by checking/unchecking this checkbox. This option requires that Show Payments be checked.
    • Show Currency Totals - Choose to show/hide the totals in the order's currency by checking/unchecking this checkbox.
    • Show Description on WO Items - Choose to show/hide the description of raw goods by checking/unchecking this checkbox. This option requires that Show BOM on WO Items be checked.
    • Show Home Currency - Choose to show/hide the home currency rate for payments by checking/unchecking this checkbox.
    • Show Home Currency Totals - Choose to show/hide the totals in the home currency by checking/unchecking this checkbox.
    • Show Line Item Notes - Choose to show/hide line item notes by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide memos by checking/unchecking this checkbox.
    • Show Payments - Choose to show/hide payments received for this order by checking/unchecking this checkbox.
    • Show Status - Choose to show/hide the orders status under the report title by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales Order Summary

Sales Order Summary Report.png
This report generates a summary of sales orders for the filters and date range specified. Include shipping and credit return type items. Sales Tax not included.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Apply Date Filter To - Choose the date for the date range to look at: Scheduled Fulfillment Date, Date Created, Date Issued, Date Fulfilled or Date Last Changed.
    • Group By - Choose whether to group the report by Location Group, by Class or by Sales Person.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Date Range - Choose a date range to run the report for. This date range uses the date selection made in the Apply Date Filter To dropdown.
    • Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Include Returns - Choose to include/exclude credit return items by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Order By Customer - Choose to order the report by customer by checking this checkbox.
    • Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show SO Details - Choose to show/hide specific product information on each sales order by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales Order Taxes

Sales Order Taxes Report.png
This report displays the tax rate and total tax on a list of sales orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose whether to group the report by Location Group, by Customer or by Tax Rate Name.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Tax Rate - Enter the tax rate name to run the report for. Leave this field blank to run for all tax rates.
    • Date Range - Choose a date range to run the report for. This date looks at the DateIssued on the SO table in the database, meaning it looks at the date the sales order was issued.
    • Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Include Line Item Tax - Choose to include/exclude tax rates that were added as line items on the sales order by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show SO Line Items - Choose to show/hide product line items on the sales order by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Sales Order Tracking

Sales Order Tracking Report.png
This report generates a list of tracking values associated with items on a sales order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Search Type - Choose whether the Tracking Value field searches in Lot/Revision/Serial type tracking or Expiration tracking. When Lot/Revision/Serial is selected, use the Tracking Value field to filter the report by a specific lot number, revision level or serial number. When Expiration is selected, use the Tracking Date field to filter the report by a specific expiration date.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Tracking Value - Enter the number/value to run the report for. This field correlates with the Search Type dropdown above; it is only used if Lot/Revision/Serial is selected. Leave this field blank to run for all.
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
    • Tracking Date - Enter the expiration date to filter the report by. This field correlates with the Search Type dropdown above; it is only used if Expiration is selected. Leave this field blank to run for all.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Service Order

Service Order.png
This report is similar to a sales order report with the addition of a section for service parts used on the order. If a product on the sales order has a $0 price, it will be placed in the Parts Used section.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • SO Number - Select the sales order number to run the report for.
  • OPTIONAL TAB
    • Display Seller - Select whether to display the sellers name as their username, first name or full name.
    • Show Date - Select the date that should be displayed on the order. Options include Issued, Completed, Created, First Ship, Last Modified, Revision, and Today.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Customer Part Numbers - Choose to show/hide customer part numbers by checking/unchecking this checkbox.
    • Only Show BOM Price Adjustments - Choose to show only items on the BOM that have price adjustments by checking this checkbox. Uncheck this checkbox to show all items. This option correlates with the Show BOM On WO Items checkbox.
    • Show Adjustment Amounts - Choose to show/hide the adjustment amounts for items with a BOM by checking/unchecking this checkbox. This option requires that Show BOM on WO Items be checked.
    • Show BOM On WO Items - Choose to show/hide the bill of materials of items being manufactured by checking/unchecking this checkbox.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Bill To Email - Choose to show/hide the bill to email on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide the bill to fax on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Phone Number - Choose to show/hide the bill to phone on the bill to address by checking/unchecking this checkbox.
    • Show Company Address - Choose to show/hide your company address in the top left hand corner of the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on all addresses by checking/unchecking this checkbox.
    • Show Credit Card Number - Choose to show/hide the last 4 digits of the credit card number by checking/unchecking this checkbox. This option requires that Show Payments be checked.
    • Show Currency Totals - Choose to show/hide the totals in the order's currency by checking/unchecking this checkbox.
    • Show Description on WO Items - Choose to show/hide the description of raw goods by checking/unchecking this checkbox. This option requires that Show BOM on WO Items be checked.
    • Show Home Currency - Choose to show/hide the home currency rate for payments by checking/unchecking this checkbox.
    • Show Home Currency Totals - Choose to show/hide the totals in the home currency by checking/unchecking this checkbox.
    • Show Line Item Notes - Choose to show/hide line item notes by checking/unchecking this checkbox.
    • Show Memos - Choose to show/hide memos by checking/unchecking this checkbox.
    • Show Payments - Choose to show/hide payments received for this order by checking/unchecking this checkbox.
    • Show Products With Zero Dollar Value - This option will add a section for service parts used on the order. If a product on the sales order has a $0 price, it will be placed in the Parts Used section.
    • Show Revision - Choose to show/hide the revision number of the order by checking/unchecking this checkbox. This revision number is pulled from the Details tab of the Small.Sales Order.png Sales Order module.
    • Show Status - Choose to show/hide the orders status under the report title by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


SO To PO Margin

SO To PO Margin Report.png
This report displays the margins of Sales Orders where a Purchase Order is associated with a Sales Order. Sales Tax is included in the total Sale amount.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by SO, Customer, Sales Order Date, Sales Person, PO or PO Date. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
    • Date Range - Choose a date range to run the report for. This date range looks at the DateCreated on the SO table in the database, meaning the date the sales order is created.
    • Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Void - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


TPS Report

TPS Report.png
This report generates 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. T.P.S. stands for Total Product Sales.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Date Range - Choose a date range to run the report for. The date range looks at the DateLastFulfillment on the SOITEM table in the database, meaning, if a line item with a quantity greater than 1 is partially shipped, the most recent fulfilled date (when a partial quantity was shipped) is what will be used for all quantity fulfilled so far. Backdated shipments will show up correctly. Partial shipments of a specific product will show up on the latest fulfilled/shipped date for that item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Cover Sheet - Choose to show/hide the cover sheet by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Z Report

Z Report.png
This report generates a list of all payments posted in Fishbowl for the date range specified.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Payment Method - Choose which payment method to run the report for. Choose All for all types.
    • Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
    • Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
    • Register - Enter a register name to see payments made at that register. Leave this field blank to run for all registers.
    • Date Range - Enter a date range to run the report for. This date range looks at the DATETIME field on the POSTRANSACTION table in the database, meaning the date and time the payment was taken.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

SHIP


Bill Of Lading

Bill Of Lading Report.png
This report prints out a Bill of Lading Form to be filled out when needed for shipping.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter the order number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the Ship To addresses by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Inventory Shipping Summary

Inventory Shipping Summary Report.png
This report shows inventory that has been shipped within a specified date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

    • Carrier - Enter a specific carrier name to run the report for. Leave this field blank to run the report for all carriers.
    • Customer - Choose a specific customer to run the report for. Leave this field blank to run for all customers.
    • Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
    • Address - Filter the report to only show shipments to a specific city, state, etc.
    • Date Shipped - Enter a date range to run the report for. This date range looks at the date the order was shipped.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the Ship To addresses by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Packing List

Packing List Report.png
This report prints out a Packing List for a selected order. This packing list includes backordered items.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter the order number to run the report for.
  • OPTIONAL TAB
    • Contact To Show - Choose which contact to show on the report. The choices are Address Name or SO Contact.
    • Layout Format - Choose which packing list layout to print. The choices are Standard, By Carton or By Location.
    • Order Number - Choose whether to show the Customer PO Number or the SO Number as the Order Number on the report.
    • Show Back Order Items - Choose to show/hide back order items are displayed by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the Ship To and Bill To addresses by checking/unchecking this checkbox.
    • Show Kit Headers - Choose to show/hide the Kit products headers by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Tracking - Choose to show/hide part tracking information is displayed by checking/unchecking this checkbox.
    • Show Unique Ship Numbers - Choose to show/hide unique ship numbers (from partial shipping) by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Shipment History

Shipment History Report.png
This report generates a list of all shipments made in the specified time period.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Order Type, Order Num, Ship To, Order Date, Date Shipped or Carrier. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Carrier - Enter a specific carrier name to run the report for. Leave this field blank to run the report for all carriers.
    • Date Shipped - Enter a date range to run the report for. This date range looks at the DateShipped on the SHIP table in the database, meaning the date the order was shipped. Back dated shipments show up correctly.
    • Issue Date - Enter a date range to run the report for. This date range looks at the DateIssued on the PO, SO or XO tables in the database depending on which type of order you are shipping. This means, the date the order was issued.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Include Purchase Orders - Choose to show/hide purchase orders by checking/unchecking this checkbox.
    • Include Sales Orders - Choose to show/hide sales orders by checking/unchecking this checkbox.
    • Include Transfer Orders - Choose to show/hide transfer orders by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Shipping Invoice

Shipping Invoice Report.png
If the order has not yet been shipped, the report will display Proforma. Otherwise, the report displays shipped products and their prices. It also displays all other items, (discounts, subtotals, credits, etc.) that are fulfilled at the time of the shipment. This is especially useful for partial shipments because it allows the customer to be accurately invoiced for just the items that have shipped. For example, if a $100 order (2 items for $50) has a 10% discount, a $5 discount will be displayed on the first shipping invoice, and the remaining $5 will be applied when the second item ships. If currency conversion is enabled, the prices can be displayed in the alternate currency.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter a fulfilled order number to run the report for.
  • OPTIONAL TAB
    • Order Number - Choose whether to show the Customer PO Number or the SO Number as the Order Number on the report.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Bill To Email - Choose to show/hide the bill to email on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Fax - Choose to show/hide the bill to fax on the bill to address by checking/unchecking this checkbox.
    • Show Bill To Phone - Choose to show/hide the bill to phone on the bill to address by checking/unchecking this checkbox.
    • Show Country - Choose to show/hide the country on the Ship To and Bill To addresses by checking/unchecking this checkbox.
    • Show Currency Totals - Choose to show/hide the totals in the order's currency by checking/unchecking this checkbox.
    • Show Home Currency Totals - Choose to show/hide the totals in the home currency by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


UPS High Value Report

UPS High Value Report.png
This report prints out a UPS High Value Report if the UPS Setup has been completed, a quote has been accepted, and the shipment has a declared value over $1,000.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Shipping Number - Enter the shipping number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


TRANSFER ORDER


Transfer Order Report

Transfer Order Report.png
This report prints a basic report for a transfer order. This report includes the items being transferred, location groups affected, addresses (if shipping type), type and status of the order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • TO Number - Enter the transfer order number to run the report for.
  • OPTIONAL TAB
    • Show Country - Choose to show/hide the country on the From: or To: addresses by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
    • Show Revision - Choose to show/hide the revision number of the order by checking/unchecking this checkbox. The revision number is pulled from the Details tab in the Transfer Order module.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Transfer Order Summary

Transfer Order Summary Report.png
This report prints a summary of transfer orders during the date range given.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Apply Date Filter To - Choose the date for the date range to look at: Fulfillment Date, Date Created, Date Issued, Date Fulfilled or Date Last Changed.
    • Group By - Choose how the report is grouped. Choose by TO Number or by Part Number. (Choosing the Part Number option is only effective with the Show Details checkbox checked.)
    • Sort By - Choose how to sort information on the report. Choose by Order Number, by From LG, by To LG, by Date Issued, by Status.
    • From Location Group - Choose the location group to see that are listed on orders in the From location group. Leave this field blank to run for all.
    • To Location Group - Choose the location group to see that are listed on orders in the To location group. Leave this field blank to run for all.
    • Date Range - Choose the date range to see orders for. This correlates with the Apply Date Filter To option above.
    • Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Entered - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Picked - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Picking - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Request - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Shipped - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide part or order details by checking/unchecking this checkbox.
    • Show Quantity Ordered - Choose to show/hide the quantity ordered by checking/unchecking this checkbox.
    • Show Quantity Remaining - Choose to show/hide the quantity remaining by checking/unchecking this checkbox.
    • Show Quantity Shipped - Choose to show/hide the quantity shipped by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

USER


User Access Rights

User Access Rights Report.png
This report displays a list of access rights, per module, for a specified user.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • User - Choose the user that to see rights for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


User Login Log

User Login Log Report.png
This report allows you to see a list of logins and logouts made by users in the Fishbowl system.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose to sort the results by Event Date or by Username. The Event Date option lists activity in order of time. The Username option groups activity by user.
    • User - Choose a specific user to run the report for. Leave this dropdown blank to run the report for all users.
    • Date Range - Choose the date range to see activity for. This date range looks at the EventDate on the USERLOG table in the database, meaning the date and time the user logged in or out.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

VENDOR


Part Vendor List

Part Vendor List Report.png
This report lists all vendors who sell a part as well as the date and unit cost of the last purchase made.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Part - Select the part to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Address

Vendor Address Report.png
This report generates a list of vendors and all of their addresses.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by Name, Address, City, Zip Code, State, Country. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Country - Choose to show/hide the country for each address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Address List

Vendor Address List Report.png
This report generates a list of vendors with addresses and contacts of a specified type.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Address Type - Choose the address type to run the report for. The choices are: Main Office, Home, Remit To, Bill To, Ship To.
    • Contact Type - Choose the contact type to display on the report. The choices are: Home, Work, Mobile, Fax, Main, Email, Pager, Other, Web.
    • State - Enter a state to run the report for. Leave this field blank to display all states.
    • Zip Code - Enter a zip code to run the report for. Leave this field blank to display all zip codes.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Country - Choose to show/hide the country for each address by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Backorder Report

Vendor Backorder Report.png
This report generates 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.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Group By - Choose whether to group the report by Vendor, Part or PO Number.
  • OPTIONAL TAB
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Choose the date range to pull information for. This date range looks the DateScheduledFulfillment on the POITEM table in the database, meaning the fulfillment date set per line item.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Fulfillment History

Vendor Fulfillment History Report.png
This report generates a part-by-part list of vendor fulfillments on purchase orders.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Group By - Choose to group by Class or Location Group.
    • Sort By - Choose whether to sort by Part Number or Part Description. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Partial - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Part List

Vendor Part List Report.png
This report generates a list of all parts sold by a vendor as well as the date and unit cost of the last purchase made.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • Vendor - Choose a specific vendor to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Vendor Performance Report

Vendor Performance Report.png
This report generates a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part. This report shows the date scheduled for receipt and the date actually received.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Apply Date Filter - Choose Date Scheduled or Date Received.
    • Vendor - Choose a specific vendor to run the report for. Leave this field blank to run for all vendors.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Choose the date range to pull information for. This date range looks at orders with scheduled or received dates in that range depending on what option is selected in the Apply Date Filter dropdown.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.

WORK ORDER


Inventory Allocated To Work Orders

Inventory Allocated To Work Orders Report.png
This report creates a list of all inventory currently allocated to outstanding work orders. Cost values are based on today's costs.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Costing Method - Choose the costing method to display part costs in on the report: Average Cost, Standard Cost, LIFO, FIFO.
    • Group By - Choose whether to group by WO or Part.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • WO Number - Choose a specific WO Number to run the report for. Leaving it blank will run the report for all WOs.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
    • Building - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Entered - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Show Disassemble - Choose to show/hide disassemble type manufacture order on the report by checking/unchecking this checkbox.
    • Show Maintenance - Choose to show/hide maintenance type manufacture orders by checking/unchecking this checkbox.
    • Show Manufacture - Choose to show/hide manufacture type manufacture orders by checking/unchecking this checkbox.
    • Show Repair - Choose to show/hide repair type manufacture order on the report by checking/unchecking this checkbox.
    • Show Service - Choose to show/hide service type manufacture order on the report by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Outstanding Work Orders

Outstanding Work Orders Report.png
This report generates a list of all outstanding, past due, work orders along with their associated sales order number and customer (if any).

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort - Choose how to sort the information on the report: Location Group, WO Number, SO Number, Part Number, Start Date, Due Date or Customer.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • Date Due - Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Production Yield

Production Yield Report.png
This report shows a list of parts manufactured with the yield percentage per work order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • WO Number - Enter a WO number to use on the report. Leave the field blank to run for all WOs.
    • Part Number - Choose a specific part number to use on the report. Leave the field blank to run for all part numbers.
    • Date Range - Choose the date range to use on the report.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Consumption

Work Order Consumption Report.png
This report generates a list of parts consumed of fulfilled work orders, within a date range.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • WO Number - Enter a WO number to run the report for. Leave this field blank to run for all WOs.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Choose the date range to pull information for. This date range looks at the DateFinished on the WO table in the database, meaning the date the work order is finished/fulfilled.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide specific WO details by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Cost

Work Order Cost Report.png
This report displays the work order cost amounts and work order items. Costs of unfulfilled work orders are based on your database costing method. Fulfilled work order costs are your historical cost for the work order.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • WO Status - Choose the status of WOs to display on the report: All, Fulfilled, Started, Issued or Entered.
  • OPTIONAL TAB
    • Apply Date Range To - Choose the date desired for the date range to look at for information: Date Scheduled, Date Started or Date Finished.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • WO Number - Choose a specific WO Number to run the report for. Leaving it blank will run the report for all WOs.
    • Date Range - Choose the date range to pull information for. This date range looks at orders with dates in the option that is selected in the Apply Date Filter To dropdown.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Details - Choose to show/hide the BOM raw goods information by checking/unchecking this checkbox.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Flag

Work Order Flag Report.png
This report generates a list of work orders that have been issued and not started. Use % for wild card search in the WO Number field.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Sort By - Choose whether to sort by WO Number or Date Scheduled. Add additional sorts that apply in sequence by clicking on the green Add More Sorting Options button. Also, choose Ascending or Descending order by clicking on the blue arrow icon.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • WO Number - Enter a WO number to run the report for. Leave this field blank to run for all WOs.
    • Add Header - Enter text to display at the top of the report.
    • Date Due - Choose the date range to pull information for. This date range looks at the DateScheduled on the WO table of the database, meaning the date the work order is schedule for.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Instructions

Work Order Instructions Report.png
This report generates a list of instruction for completing a WO.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • WO Number - Enter a WO number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Page Per Item - Choose to display one part per page by checking this checkbox. Uncheck this checkbox to show all on one or more pages.
    • Show Image - Choose to show/hide the bill of materials part image by checking/unchecking this checkbox. This option pulls the image set for the part on the bill of materials in the Bill of Materials module under the Instructions tab.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Report

Work Order Report.png
This report displays specific detailed information for a specified Work Order such as the customer, SO #, quantity used and quantity available in inventory.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • WO Number - Enter a WO number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Barcode - Choose to show/hide the barcode on the report by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Summary

Work Order Summary Report.png
This report displays a summary of work orders with their status, date scheduled, date started and date finished.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • OPTIONAL TAB
    • Apply Date Range To - Choose the date desired for the date range to look at for information: Fulfillment Date, Date Created, Date Started, Date Completed or Date Last Changed.
    • Search Part Type - Choose Any, Finished Good, Raw Good or Repair. This correlates with the Part Number selection below. If you choose a part to run the report for, choose whether it’s a Finished Good, Raw Good or Repair type on the Work Order. This will then pull up all work orders with that part on it as the type that was chosen.
    • Class - Select a class to run the report for. Leave this field blank to run for all classes.
    • Location Group - Choose a location group to view turnover for. Leave this field blank to view data for all location groups.
    • Part Number - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers.
    • Date Range - Choose the date range to pull information for. This date range looks at orders with dates in the option that is selected in the Apply Date Filter To dropdown.
    • Entered - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Started - Choose to show/hide orders with this status by checking/unchecking this checkbox.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.


Work Order Traveler

Work Order Traveler Report.png
This report displays a basic work order worksheet displaying the finished good(s), raw good(s) and quantity information.

The Modify Report Button.png Modify Report button allows the following report filters to be customized:

  • REQUIRED TAB
    • WO Number - Enter a WO number to run the report for.
  • OPTIONAL TAB
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
    • Show Instructions - Choose to show/hide the bill of materials instructions by checking/unchecking this checkbox.
  • COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
  • PRINTER TAB - Allows a default printer to be specified for the report in each location group.