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.

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
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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:


COGS By Account Summary
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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:


Default Account Mapping
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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:


Export Summary
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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:

BATCH


Batch By Date - Packing List
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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:


Batch By Date - Pick Ticket
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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:


Batch By Date - Sales Order Invoice
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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:


Batch By Order - Manufacture Order Traveler
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Batch By Order - 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:


Batch By Order - Pick Ticket
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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:


Batch By Order - Sales Order Invoice
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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:


Batch By Order - Work Order Traveler
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Batch By Order - 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:

BILL OF MATERIALS


Bill of Materials
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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:


Bill of Materials Standard Cost
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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:


BOM Instructions
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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:

CUSTOMER


Customer Address List
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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:


Customer Details List
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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:


Customer Price List
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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:


Customer Statement
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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:


Dormant Customers
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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:

GADGETS


Gross Sales By Product Bar Graph
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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:


Gross Sales By Product Pie Chart
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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:


Gross Sales By Salesperson Bar Graph
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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:


Gross Sales By Salesperson Pie Chart
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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:


MTD Cumulative Sales
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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:


MTD Sales Bar Graph
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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:


Turnover Bar Graph
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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:


Turnover Pie Chart
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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:

INVENTORY


Aging Report
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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:


Asset Valuation By Account
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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:


Costing Layer Valuation
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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:


Cycle Count List
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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:


Forecast Report
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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:


Historical Part Cost Report
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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:


Inventory Availability By LG
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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:


Inventory Valuation Summary
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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:


Inventory Variance
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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:


Lot History
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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:


On Hand
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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:


On Hand By Date
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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:


On Hand By Expiration Date
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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:


On Hand By Product Tree
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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:


Reorder Report
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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:


Turnover Report
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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:


Work Order Forecast Report
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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:

LABELS


Customer Address Labels
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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:


Location Tag
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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:


Location Tag One Off
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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:


New Tags
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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:


New Tags One Off
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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:


New Tracking
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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:


New Tracking Incremental
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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:


New Tracking Incremental One Off
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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:


New Tracking One Off
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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:


Part Barcodes Avery
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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:


Part Barcodes By PO Avery
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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:


Part Barcodes By PO One Off
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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:


Part Barcodes One Off
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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:


PO Part Barcodes With Tracking One Off
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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:


Product Barcodes Avery
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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:


Product Barcodes By Receipt Avery
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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:


Product Barcodes By Receipt One Off
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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:


Product Barcodes By SO Avery
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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:


Product Barcodes By SO One Off
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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:


Product Barcodes One Off
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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:


Receiving Label
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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:


Single Part Barcodes Avery
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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:


Single Product Barcodes Avery
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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:


Tag Barcodes Avery
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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:


Tag Barcodes One Off
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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:


UPS Label
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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:


UPS Return Label
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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:


Vendor Address Labels
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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:


Vendor Part Barcodes
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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:


Vendor Part Barcodes One Off
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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:


Walmart Label
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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:


WO Part Barcodes With Tracking One Off
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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:

MANUFACTURE ORDER


Manufacture Order Projected Cost
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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:


Manufacture Order Stage
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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:


Manufacture Order Traveler
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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:


Production Report
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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:

OTHER


Calendar Report
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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:


Reports
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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:


Tracking
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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:


Tracking Detail
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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:

PART


ABC Report
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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:


Part Accounts
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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:


Part Activity Report
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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:


Part Allocated
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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:


Part Average Cost
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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:


Part Committed Report
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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:


Part Cost Over Time
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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:


Part List
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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:


Reorder Points
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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:

PICKING


Pick Efficiency
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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:


Pick Report
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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:


Pick Ticket
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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:

PRODUCT


Kit Report
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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:


Product Catalog
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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:


Product Price List
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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:

PURCHASE ORDER


Advanced Purchasing By Sales Order
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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:


Advanced Purchasing By Work Order
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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:


Auto PO
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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:


Purchase Order Barcode
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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:


Purchase Order Report
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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:


Purchase Order Summary
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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:

RECEIVING


Receiving History
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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:


Receiving List
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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:


Reconcile Report
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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:

RMA


RMA Report
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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:


RMA Summary
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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:

SALES ORDER


Compare Sales By Month
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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:


Discount Summary
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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:


Gross Sales By Product
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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:


Gross Sales By Product Tree
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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:


Gross Sales By Salesperson
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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:


Inventory Allocated To Sales Orders
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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:


Margins By Sales Order
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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:


Margins Report
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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:


MTD Sales
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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:


Outstanding Items
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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:


POS Hourly Breakdown
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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:


POS Receipt
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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:


Price Discrepancy
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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:


Pricing Rules
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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:


Products On Order
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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:


Purchase History
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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:


Receipt 2in
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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:


Receipt 3in
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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:


Returned Sales
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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:


Sales Backorder Report
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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:


Sales By Count
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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:


Sales By Month
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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:


Sales Order Report
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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:


Sales Order Summary
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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:


Sales Order Taxes
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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:


Sales Order Tracking
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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:


Service Order
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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:


SO To PO Margin
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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:


TPS Report
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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:


Z Report
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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:

SHIP


Bill Of Lading
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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:


Inventory Shipping Summary
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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:


Packing List
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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:


Shipment History
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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:


Shipping Invoice
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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:


UPS High Value Report
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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:

TRANSFER ORDER


Transfer Order Report
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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:


Transfer Order Summary
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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:

USER


User Access Rights
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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:


User Login Log
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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:

VENDOR


Part Vendor List
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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:


Vendor Address
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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:


Vendor Address List
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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:


Vendor Backorder Report
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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:


Vendor Fulfillment History
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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:


Vendor Part List
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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:


Vendor Performance Report
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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:

WORK ORDER


Inventory Allocated To Work Orders
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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:


Outstanding Work Orders
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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:


Production Yield
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Production Yield Report.png
This report gShows 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:


Work Order Consumption
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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:


Work Order Cost
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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:


Work Order Flag
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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:


Work Order Instructions
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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:


Work Order Report
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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:


Work Order Summary
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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:


Work Order Traveler
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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:

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