Template:Fishbowl Reports

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Accounting

Bill of Materials

Customer

Gadgets

Inventory

Labels

Manufacture Order

Other

Part

Picking

Product

Purchase Order

Receiving

RMA

Sales Order

Ship

Transfer Order

User

Vendor

Work Order

Table

Accounting
 
Adjustment Report
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Shows Inventory Adjustments sent to the accounting system.
 
 
COGS By Account Summary
Report-COGS By Account Summary.png
Generates a summary of all COGS values, by account.
 
 
Default Account Mapping
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Prints a listing of Fishbowl accounts and the default account they tie to in the accounting system.
 
 
Export Summary
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Prints a list of PO, SO and WO transactions that have been exported (or are pending) to the accounting system. Work order amounts reflect the total adjustments made not the final cost of the work order.
 
Bill of Materials
 
Bill of Materials
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Prints a bill of materials with its default options, stages, raw goods and finished goods. The reports calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level sub-assembly cost.
 
 
BOM Instructions
Report-BOM Instructions.png
Print a List of Bill of Materials and Notes for a Part.
 
Customer
 
Customer Address List
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Address List.
 
 
Customer Details List
Report-Customer Details List.png
A list of customer details.
 
 
Customer Price List
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Customer Price List. This may take a while to produce since it processes each product against all applicable pricing rules to determine a particular customer's price.
 
 
Customer Statement
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Prints a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining.
 
 
Dormant Customers
Report-Dormant Customers.png
Prints a list of customers that have not purchased within the selected number of months.
 
Gadgets
 
Gross Sales By Product Bar Graph
Report-Gross Sales By Product Bar Graph.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Gross Sales By Product Pie Chart
Report-Gross Sales By Product Pie Chart.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Gross Sales By Salesperson Bar Graph
Report-Gross Sales By Salesperson Bar Graph.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Gross Sales By Salesperson Pie Chart
Report-Gross Sales By Salesperson Pie Chart.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
MTD Cumulative Sales
Report-MTD Cumulative Sales.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
MTD Sales Bar Graph
Report-MTD Sales Bar Graph.png
Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Turnover Bar Graph
Report-Turnover Bar Graph.png
Displays the number of times inventory is turned over during the given date range.
 
 
Turnover Pie Chart
Report-Turnover Pie Chart.png
Displays the number of times inventory is turned over during the given date range.
 
Inventory
 
Aging Report
Report-Aging Report.png
Displays the age of inventory.
 
 
Asset Valuation By Account
Report-Asset Valuation By Account.png
Generates a summary of the quantity and total value of all parts currently on hand, broken down by Inventory Asset account.
 
 
Costing Layer Valuation
Report-Costing Layer Valuation.png
Generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report.
 
 
Cycle Count List
Report-Cycle Count List.png
Prints a list of all parts and current quantities organized by location group and location. There is a blank line where you can write in the actual quantities as you make a physical count of your inventory. This is also known as a Physical Inventory Worksheet.
 
 
Forecast Report
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Calculates running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders and Purchase Orders.
 
 
Historical Part Cost Report
Report-Historical Part Cost Report.png
Displays the historical cost of parts on a specific day. Shows the quantity, unit cost, and the total cost, with an option to select which costing method is displayed.
 
 
Inventory Availability
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This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.
 
 
Inventory Availability By LG
Report-Inventory Availability By LG.png
This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.
 
 
Inventory Valuation Summary
Report-Inventory Valuation Summary.png
Generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs.
 
 
Inventory Variance
Report-Inventory Variance.png
Shows the shipping and receiving history for a part or all parts.
 
 
Item History
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Displays information about an item, and historical activity within a location group.
 
 
Lot History
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Shows the history for the specified lot number.
 
 
On Hand
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Displays a list of parts with the current quantity on hand. *Does not filter for serial numbers.
 
 
On Hand By Date
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Lists inventory quantities on hand at the end of a given day. Optional estimated total values may be included. Note: Deleted and renamed parts, as well as parts that had not been stocked before the report date, will not be reported. Cost values are based on today's cost.
 
 
On Hand By Expiration Date
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Displays expired and expiring inventory.
 
 
On Hand By Product Tree
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On Hand report organized by Product Tree.
 
 
Reorder Report
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Prints a list of parts below reorder tolerance.
 
 
Reverse Lot History
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Traces the history of a lot number from the current time to when it entered the system.
 
 
Turnover Report
Report-Turnover Report.png
Displays the number of times inventory is turned over during the given date range.
 
 
Work Order Forecast Report
Report-Work Order Forecast Report.png
Calculates running total of allocated parts on orders separated out by work orders.
 
Labels
 
2x4 Location Barcode Avery
Report-2x4 Location Barcode Avery.png
Location barcodes for 2x4 Avery 8163 Labels.
 
 
2x4 Location Barcode One Off
Report-2x4 Location Barcode One Off.png
Location barcodes for 2x4 One Off Labels.
 
 
2x4 Part Barcodes Avery
Report-2x4 Part Barcodes Avery.png
Part Barcodes for 2x4 Avery 8163 Labels.
 
 
2x4 Part Barcodes One Off
Report-2x4 Part Barcodes One Off.png
Part Barcodes for 2x4 One Off Labels.
 
 
2x4 Product Barcodes Avery
Report-2x4 Product Barcodes Avery.png
Product Barcodes for 2x4 Avery 8163 Labels.
 
 
2x4 Product Barcodes One Off
Report-2x4 Product Barcodes One Off.png
Product Barcodes for 2x4 One Off Labels.
 
 
4x6 Location Barcode One Off
Report-4x6 Location Barcode One Off.png
Location barcodes for 4x6 One Off Labels.
 
 
4x6 Part Barcodes One Off
Report-4x6 Part Barcodes One Off.png
Part Barcodes for 4x6 One Off Labels.
 
 
4x6 Product Barcodes One Off
Report-4x6 Product Barcodes One Off.png
Product Barcodes for 4x6 One Off Labels.
 
 
Customer Address Labels
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Customer Address Labels for Avery Labels.
 
 
Location Barcode
Report-Location Barcode.png
Location barcodes for Avery 8160 Labels.
 
 
Location Barcode One Off
Report-Location Barcode One Off.png
Location barcodes for Avery 8160 Labels.
 
 
New Tags
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New Tags for Avery 8160 Labels.
 
 
New Tags One Off
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New tags for one off labels.
 
 
New Tracking
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New tracking labels for Avery 8160 Labels.
 
 
New Tracking Incremental
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New Incremental Tracking for Avery 8160 Labels.
 
 
New Tracking Incremental One Off
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New Incremental Tracking one off Labels.
 
 
New Tracking One Off
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New tracking for one off labels.
 
 
Part Barcodes Avery
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Part Barcodes for Avery 8160 Labels.
 
 
Part Barcodes By PO Avery
Report-Part Barcodes By PO Avery.png
Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels.
 
 
Part Barcodes By PO One Off
Report-Part Barcodes By PO One Off.png
Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels.
 
 
Part Barcodes One Off
Report-Part Barcodes One Off.png
Part Barcodes for one off Labels.
 
 
PO Part Barcodes With Tracking One Off
Report-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.
 
 
Product Barcodes Avery
Report-Product Barcodes Avery.png
Product Barcodes for Avery 8160 Labels.
 
 
Product Barcodes By Receipt Avery
Report-Product Barcodes By Receipt Avery.png
Prints Product Barcodes for items received on a specific date. Formatted for Avery 8160 Labels.
 
 
Product Barcodes By Receipt One Off
Report-Product Barcodes By Receipt One Off.png
Prints Product Barcodes for items received on a specific date. Formatted for One Off 2 x 1 labels.
 
 
Product Barcodes By SO Avery
Report-Product Barcodes By SO Avery.png
Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels.
 
 
Product Barcodes By SO One Off
Report-Product Barcodes By SO One Off.png
Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels.
 
 
Product Barcodes One Off
Report-Product Barcodes One Off.png
Product Barcodes for one off Labels.
 
 
Receiving Label
Report-Receiving Label.png
Prints a label for all parts received with their tracking information.
 
 
Single Part Barcodes Avery
Report-Single Part Barcodes Avery.png
Part Barcodes for Avery 8160 Labels.
 
 
Single Product Barcodes Avery
Report-Single Product Barcodes Avery.png
Product Barcodes for Avery 8160 Labels.
 
 
Tag Barcodes Avery
Report-Tag Barcodes Avery.png
Tag Barcodes for Avery 8160 Labels.
 
 
Tag Barcodes One Off
Report-Tag Barcodes One Off.png
Tag Barcodes for one off Labels.
 
 
UPS Label
Report-UPS Label.png
Tracking Label for UPS.
 
 
UPS Return Label
Report-UPS Return Label.png
Return Tracking Label for UPS.
 
 
Vendor Address Labels
Report-Vendor Address Labels.png
Vendor Address Labels for Avery Labels.
 
 
Vendor Part Barcodes
Report-Vendor Part Barcodes.png
Part Barcodes for Avery Labels.
 
 
Vendor Part Barcodes One Off
Report-Vendor Part Barcodes One Off.png
Part Barcodes for one off Labels.
 
 
Walmart Label
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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.
 
 
WO Part Barcodes With Tracking One Off
Report-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.
 
Manufacture Order
 
Available to Build
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Shows the quantity of finished goods available to build based on raw good inventory levels.
 
 
Manufacture Order Projected Cost
Report-Manufacture Order Projected Cost.png
Displays the manufacture order cost amounts and manufacture order items. Cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.
 
 
Manufacture Order Stage
Report-Manufacture Order Stage.png
Shows the various stages for open work orders. Use % for wild card search.
 
 
Manufacture Order Traveler
Report-Manufacture Order Traveler.png
Basic Report for Manufacture Orders.
 
 
Production Report
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Shows the parts built in completed work orders.
 
Other
 
Calendar Report
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Report will show all calendar events for a specified date range.
 
 
Reports
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A list of all Customizable Reports.
 
 
Tracking
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Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.
 
 
Tracking Detail
Report-Tracking Detail.png
Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.
 
Part
 
ABC Report
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Prints a list of parts, their current ABC Code, and their Projected ABC Code. Cost values are based on today's costs.
 
 
Part Accounts
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Prints a list of parts and their associated accounts if they have been assigned.
 
 
Part Activity Report
Report-Part Activity Report.png
Shows the activity history for a part or all parts. Note: UOM changes only show correctly when all Location Groups are selected.
 
 
Part Allocated
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Parts allocated to sales orders, work orders, purchase orders and transfer orders.
 
 
Part Average Cost
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List all parts and their Average Cost.
 
 
Part Committed Report
Report-Part Committed Report.png
Shows where parts are committed.
 
 
Part Cost Over Time
Report-Part Cost Over Time.png
List all parts and their Costs. The Average cost is calculated over the specified date range.
 
 
Part List
Report-Part List.png
Part list. Use % for wild card search. Cost values are based on today's costs.
 
 
Reorder Points
Report-Reorder Points.png
Shows Reorder Points by Location Group or Company Wide.
 
Picking
 
Pick Efficiency
Report-Pick Efficiency.png
Displays the efficiency of each pick order, grouped by user.
 
 
Pick Report
Report-Pick Report.png
A complete list of ALL items on the Pick and their status.
 
 
Pick Ticket
Report-Pick Ticket.png
A list of Parts to Pick, where to get them, and where to put them after picking.
 
Product
 
Kit Report
Report-Kit Report.png
Displays list of kits and items within. Cost values are based on today's costs. Starred (*) items are the default of an optional or variable-optional item. Items that are not default do not display quantity or cost.
 
 
Product Catalog
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Prints a list of products with pictures and barcodes.
 
 
Product Price List
Report-Product Price List.png
Product Price List that pulls directly from the price listed on the product. Pricing rules are not applied on this report. Use % for wild card search.
 
Purchase Order
 
Advanced Purchasing By Sales Order
Report-Advanced Purchasing By Sales Order.png
Looks at the fulfillment date on a SO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.
 
 
Advanced Purchasing By Work Order
Report-Advanced Purchasing By Work Order.png
Looks at the fulfillment date on a WO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the WO and the lead time of the item, the report shows you what day to place your PO.
 
 
Auto PO
Report-Auto PO.png
Prints a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. Only includes parts without a default BOM or a BOM set to never auto-create.
 
 
Purchase Order Barcode
Report-Purchase Order Barcode.png
Prints PO number and PO item barcodes.
 
 
Purchase Order Report
Report-Purchase Order Report.png
Purchase Order Details.
 
 
Purchase Order Summary
Report-Purchase Order Summary.png
Lists parts on outstanding purchase orders by location group and either part number or purchase order number.
 
Receiving
 
Receiving History
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Prints a list of all receipts over a date range, filtered by location group, vendor, and/or part.
 
 
Receiving List
Report-Receiving List.png
A list of Parts to be Received.
 
 
Reconcile Report
Report-Reconcile Report.png
Shows the detail of PO exports to the accounting system.
 
RMA
 
RMA Report
Report-RMA Report.png
A list of Products being returned on a Return Merchandise Authorization ticket.
 
 
RMA Summary
Report-RMA Summary.png
Prints a summary of RMAs issued during the time window given; no taxes or shipping fees are included.
 
Sales Order
 
Compare Sales By Month
Report-Compare Sales By Month.png
Compare Gross Sales By Month.
 
 
Customer Purchase History
Report-Customer Purchase History.png
Prints the purchase history for a customer or product in a given date range.
 
 
Discount Summary
Report-Discount Summary.png
A list of all discount line items on fulfilled sales orders in the system, totaled by discount.
 
 
Gross Sales By Product
Report-Gross Sales By Product.png
Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Gross Sales By Product Tree
Report-Gross Sales By Product Tree.png
Returns gross sales for a specific product tree or all product tree nodes in a specified time frame. Returns product tree sales as a percentage of total sales and single product sales as a percentage of the respective tree the product belongs to.
 
 
Gross Sales By Salesperson
Report-Gross Sales By Salesperson.png
Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Inventory Allocated To Sales Orders
Report-Inventory Allocated To Sales Orders.png
Creates a list of all inventory currently allocated to sales orders. Cost values are based on today's cost.
 
 
Margins By Sales Order
Report-Margins By Sales Order.png
Provides a list of Sales Orders price, profits and cost. The date filter is based off of the date created.
 
 
Margins Report
Report-Margins Report.png
Provides a list of Sales Orders price, profits and cost.
 
 
MTD Sales
Report-MTD Sales.png
Prints a graph of gross sales for the date range specified. An empty date range will report on gross sales to date.
 
 
Outstanding Items
Report-Outstanding Items.png
Prints a list of outstanding exchange items. Can be filtered by due date and/or customer.
 
 
POS Hourly Breakdown
Report-POS Hourly Breakdown.png
Pulls all sales made with Fishbowl Checkout and shows how many sales were made per hour in a given date range. Shows a graph of the average amount of sales per hour.
 
 
POS Receipt
Report-POS Receipt.png
Common Receipt for Customers.
 
 
Price Discrepancy
Report-Price Discrepancy.png
A list of all SO Items in the system that have a price different than the list price.
 
 
Pricing Rules
Report-Pricing Rules.png
Provides a list of Pricings set up in the system.
 
 
Products On Order
Report-Products On Order.png
Shows what product customers have on order.
 
 
Receipt 2in
Report-Receipt 2in.png
Common Receipt for Customers.
 
 
Receipt 3in
Report-Receipt 3in.png
Common Receipt for Customers.
 
 
Returned Sales
Report-Returned Sales.png
Prints a list of returned sales items by count for the date range specified.
 
 
Sales Backorder Report
Report-Sales Backorder Report.png
Displays Sales Orders that are fulfillable or on Backorder. The quantity shown is the quantity on hand without quantity in not available locations.
 
 
Sales By Count
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Prints a list of sales by count for orders that have items shipped during the date range specified.
 
 
Sales By Month
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Shows product sales broken out by month.
 
 
Sales Order Report
Report-Sales Order Report.png
Basic Report for Sales Orders.
 
 
Sales Order Summary
Report-Sales Order Summary.png
Prints a summary of sales orders issued during the time window given; no taxes are included.
 
 
Sales Order Taxes
Report-Sales Order Taxes.png
Prints the tax rate and total tax on a list of sales orders.
 
 
Sales Order Tracking
Report-Sales Order Tracking.png
A list of tracking values associated with items on a sales order.
 
 
Service Order
Report-Service Order.png
Service Order Report shows sales order information with a section for service parts used on the order.
 
 
SO To PO Margin
Report-SO To PO Margin.png
Shows the margins of Sales Orders where a Purchase Order is associated with a Sales Order.
 
 
TPS Report
Report-TPS Report.png
Total Product Sales. Prints a list of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.
 
 
Z Report
Report-Z Report.png
Prints all payments posted in Fishbowl for the date range specified.
 
Ship
 
Bill Of Lading
Report-Bill Of Lading.png
A Bill of Lading Form to be filled out when needed for shipping.
 
 
Inventory Shipping Summary
Report-Inventory Shipping Summary.png
Report will show inventory that has been shipped within a specified date range.
 
 
Packing List
Report-Packing List.png
Packing List for a selected order. Selecting Standard or By Location layouts will include backorder items.
 
 
Shipment History
Report-Shipment History.png
Prints a list of all shipments made in the specified time period.
 
 
Shipping Invoice
Report-Shipping Invoice.png
Displays shipped products and their prices. Also includes other items on the order such as discounts, tax rates, miscellaneous items, and subtotals.
 
 
UPS High Value Report
Report-UPS High Value Report.png
High Value report for shipments with a declared value over $1,000.
 
Transfer Order
 
Transfer Order Report
Report-Transfer Order Report.png
Basic Report for Transfer Orders.
 
 
Transfer Order Summary
Report-Transfer Order Summary.png
Prints a summary of transfer orders during the time window given.
 
User
 
User Access Rights
Report-User Access Rights.png
List of access rights for a specified user.
 
 
User Login Log
Report-User Login Log.png
List of login and logouts made be users to the Fishbowl system.
 
Vendor
 
Part Vendor List
Report-Part Vendor List.png
Lists all vendors who sell a part as well as the date and unit cost of the last purchase made.
 
 
Vendor Address
Report-Vendor Address.png
A list of Vendors and Addresses.
 
 
Vendor Address List
Report-Vendor Address List.png
Prints a list of vendors with addresses of a given type.
 
 
Vendor Backorder Report
Report-Vendor Backorder Report.png
Prints a list of parts where the scheduled fulfillment date has passed. Filtered by vendor, part, and/or date range. Grouped by vendor, part, or PO number.
 
 
Vendor Fulfillment History
Report-Vendor Fulfillment History.png
A part-by-part list of vendor fulfillments on purchase orders. Filtered by location group, vendor, and/or part.
 
 
Vendor Part List
Report-Vendor Part List.png
Lists all parts sold by a vendor as well as the date and unit cost of the last purchase made.
 
 
Vendor Performance Report
Report-Vendor Performance Report.png
Gives a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part.
 
Work Order
 
Inventory Allocated To Work Orders
Report-Inventory Allocated To Work Orders.png
Creates a list of all inventory currently allocated to outstanding work orders. Cost values are based on today's costs.
 
 
Outstanding Work Orders
Report-Outstanding Work Orders.png
Prints a list of all outstanding work orders, along with their associated sales order number and customer (if any).
 
 
Production Yield
Report-Production Yield.png
Shows a list of parts manufactured with the yield percentage per work order.
 
 
Work In Progress
Report-Work In Progress.png
Generates a WIP summary of the quantity and value of all parts currently in manufacturing locations. Cost values are based on today's costs.
 
 
Work Order Consumption
Report-Work Order Consumption.png
Print out the consumption of fulfilled work orders.
 
 
Work Order Cost
Report-Work Order Cost.png
Displays the work order cost amounts and work order items. The cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.
 
 
Work Order Flag
Report-Work Order Flag.png
Prints a list of work orders that have been issued and not started. Use % for wild card search.
 
 
Work Order Instructions
Report-Work Order Instructions.png
Print a list of instructions for completing a WO.
 
 
Work Order Report
Report-Work Order Report.png
Print out of Work Order Details.
 
 
Work Order Summary
Report-Work Order Summary.png
Lists parts on outstanding work orders by location group and work order number.
 
 
Work Order Traveler
Report-Work Order Traveler.png
Basic Report for Work Orders..
 

List

Accounting

Adjustment Report
Report-Adjustment Report.png

Shows Inventory Adjustments sent to the accounting system.

COGS By Account Summary
Report-COGS By Account Summary.png

Generates a summary of all COGS values, by account.

Default Account Mapping
Report-Default Account Mapping.png

Prints a listing of Fishbowl accounts and the default account they tie to in the accounting system.

Export Summary
Report-Export Summary.png

Prints a list of PO, SO and WO transactions that have been exported (or are pending) to the accounting system. Work order amounts reflect the total adjustments made not the final cost of the work order.

Bill of Materials

Bill of Materials
Report-Bill of Materials.png

Prints a bill of materials with its default options, stages, raw goods and finished goods. The reports calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level sub-assembly cost.

BOM Instructions
Report-BOM Instructions.png

Print a List of Bill of Materials and Notes for a Part.

Customer

Customer Address List
Report-Customer Address List.png

Address List.

Customer Details List
Report-Customer Details List.png

A list of customer details.

Customer Price List
Report-Customer Price List.png

Customer Price List. This may take a while to produce since it processes each product against all applicable pricing rules to determine a particular customer's price.

Customer Statement
Report-Customer Statement.png

Prints a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining.

Dormant Customers
Report-Dormant Customers.png

Prints a list of customers that have not purchased within the selected number of months.

Gadgets

Gross Sales By Product Bar Graph
Report-Gross Sales By Product Bar Graph.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Gross Sales By Product Pie Chart
Report-Gross Sales By Product Pie Chart.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Gross Sales By Salesperson Bar Graph
Report-Gross Sales By Salesperson Bar Graph.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Gross Sales By Salesperson Pie Chart
Report-Gross Sales By Salesperson Pie Chart.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

MTD Cumulative Sales
Report-MTD Cumulative Sales.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

MTD Sales Bar Graph
Report-MTD Sales Bar Graph.png

Prints a graph of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Turnover Bar Graph
Report-Turnover Bar Graph.png

Displays the number of times inventory is turned over during the given date range.

Turnover Pie Chart
Report-Turnover Pie Chart.png

Displays the number of times inventory is turned over during the given date range.

Inventory

Aging Report
Report-Aging Report.png

Displays the age of inventory.

Asset Valuation By Account
Report-Asset Valuation By Account.png

Generates a summary of the quantity and total value of all parts currently on hand, broken down by Inventory Asset account.

Costing Layer Valuation
Report-Costing Layer Valuation.png

Generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report.

Cycle Count List
Report-Cycle Count List.png

Prints a list of all parts and current quantities organized by location group and location. There is a blank line where you can write in the actual quantities as you make a physical count of your inventory. This is also known as a Physical Inventory Worksheet.

Forecast Report
Report-Forecast Report.png

Calculates running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders and Purchase Orders.

Historical Part Cost Report
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Displays the historical cost of parts on a specific day. Shows the quantity, unit cost, and the total cost, with an option to select which costing method is displayed.

Inventory Availability
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This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.

Inventory Availability By LG
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This is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips that many records before starting the count.

Inventory Valuation Summary
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Generates a summary of the quantity and value of all parts currently on hand. Cost values are based on today's costs.

Inventory Variance
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Shows the shipping and receiving history for a part or all parts.

Item History
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Displays information about an item, and historical activity within a location group.

Lot History
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Shows the history for the specified lot number.

On Hand
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Displays a list of parts with the current quantity on hand. *Does not filter for serial numbers.

On Hand By Date
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Lists inventory quantities on hand at the end of a given day. Optional estimated total values may be included. Note: Deleted and renamed parts, as well as parts that had not been stocked before the report date, will not be reported. Cost values are based on today's cost.

On Hand By Expiration Date
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Displays expired and expiring inventory.

On Hand By Product Tree
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On Hand report organized by Product Tree.

Reorder Report
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Prints a list of parts below reorder tolerance.

Reverse Lot History
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Traces the history of a lot number from the current time to when it entered the system.

Turnover Report
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Displays the number of times inventory is turned over during the given date range.

Work Order Forecast Report
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Calculates running total of allocated parts on orders separated out by work orders.

Labels

2x4 Location Barcode Avery
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Location barcodes for 2x4 Avery 8163 Labels.

2x4 Location Barcode One Off
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Location barcodes for 2x4 One Off Labels.

2x4 Part Barcodes Avery
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Part Barcodes for 2x4 Avery 8163 Labels.

2x4 Part Barcodes One Off
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Part Barcodes for 2x4 One Off Labels.

2x4 Product Barcodes Avery
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Product Barcodes for 2x4 Avery 8163 Labels.

2x4 Product Barcodes One Off
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Product Barcodes for 2x4 One Off Labels.

4x6 Location Barcode One Off
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Location barcodes for 4x6 One Off Labels.

4x6 Part Barcodes One Off
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Part Barcodes for 4x6 One Off Labels.

4x6 Product Barcodes One Off
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Product Barcodes for 4x6 One Off Labels.

Customer Address Labels
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Customer Address Labels for Avery Labels.

Location Barcode
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Location barcodes for Avery 8160 Labels.

Location Barcode One Off
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Location barcodes for Avery 8160 Labels.

New Tags
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New Tags for Avery 8160 Labels.

New Tags One Off
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New tags for one off labels.

New Tracking
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New tracking labels for Avery 8160 Labels.

New Tracking Incremental
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New Incremental Tracking for Avery 8160 Labels.

New Tracking Incremental One Off
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New Incremental Tracking one off Labels.

New Tracking One Off
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New tracking for one off labels.

Part Barcodes Avery
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Part Barcodes for Avery 8160 Labels.

Part Barcodes By PO Avery
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Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels.

Part Barcodes By PO One Off
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Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels.

Part Barcodes One Off
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Part Barcodes for one off Labels.

PO Part Barcodes With Tracking One Off
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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.

Product Barcodes Avery
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Product Barcodes for Avery 8160 Labels.

Product Barcodes By Receipt Avery
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Prints Product Barcodes for items received on a specific date. Formatted for Avery 8160 Labels.

Product Barcodes By Receipt One Off
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Prints Product Barcodes for items received on a specific date. Formatted for One Off 2 x 1 labels.

Product Barcodes By SO Avery
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Prints All Product Barcodes for a given PO. Formatted for Avery 8160 Labels.

Product Barcodes By SO One Off
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Prints All Product Barcodes for a given PO. Formatted for One Off 2 x 1 labels.

Product Barcodes One Off
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Product Barcodes for one off Labels.

Receiving Label
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Prints a label for all parts received with their tracking information.

Single Part Barcodes Avery
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Part Barcodes for Avery 8160 Labels.

Single Product Barcodes Avery
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Product Barcodes for Avery 8160 Labels.

Tag Barcodes Avery
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Tag Barcodes for Avery 8160 Labels.

Tag Barcodes One Off
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Tag Barcodes for one off Labels.

UPS Label
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Tracking Label for UPS.

UPS Return Label
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Return Tracking Label for UPS.

Vendor Address Labels
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Vendor Address Labels for Avery Labels.

Vendor Part Barcodes
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Part Barcodes for Avery Labels.

Vendor Part Barcodes One Off
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Part Barcodes for one off Labels.

Walmart Label
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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.

WO Part Barcodes With Tracking One Off
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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.

Manufacture Order

Available to Build
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Shows the quantity of finished goods available to build based on raw good inventory levels.

Manufacture Order Projected Cost
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Displays the manufacture order cost amounts and manufacture order items. Cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.

Manufacture Order Stage
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Shows the various stages for open work orders. Use % for wild card search.

Manufacture Order Traveler
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Basic Report for Manufacture Orders.

Production Report
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Shows the parts built in completed work orders.

Other

Calendar Report
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Report will show all calendar events for a specified date range.

Reports
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A list of all Customizable Reports.

Tracking
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Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.

Tracking Detail
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Find Parts attached to Tracking Information on Works Orders, Purchase Orders, and Sales Orders.

Part

ABC Report
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Prints a list of parts, their current ABC Code, and their Projected ABC Code. Cost values are based on today's costs.

Part Accounts
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Prints a list of parts and their associated accounts if they have been assigned.

Part Activity Report
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Shows the activity history for a part or all parts. Note: UOM changes only show correctly when all Location Groups are selected.

Part Allocated
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Parts allocated to sales orders, work orders, purchase orders and transfer orders.

Part Average Cost
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List all parts and their Average Cost.

Part Committed Report
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Shows where parts are committed.

Part Cost Over Time
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List all parts and their Costs. The Average cost is calculated over the specified date range.

Part List
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Part list. Use % for wild card search. Cost values are based on today's costs.

Reorder Points
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Shows Reorder Points by Location Group or Company Wide.

Picking

Pick Efficiency
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Displays the efficiency of each pick order, grouped by user.

Pick Report
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A complete list of ALL items on the Pick and their status.

Pick Ticket
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A list of Parts to Pick, where to get them, and where to put them after picking.

Product

Kit Report
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Displays list of kits and items within. Cost values are based on today's costs. Starred (*) items are the default of an optional or variable-optional item. Items that are not default do not display quantity or cost.

Product Catalog
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Prints a list of products with pictures and barcodes.

Product Price List
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Product Price List that pulls directly from the price listed on the product. Pricing rules are not applied on this report. Use % for wild card search.

Purchase Order

Advanced Purchasing By Sales Order
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Looks at the fulfillment date on a SO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.

Advanced Purchasing By Work Order
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Looks at the fulfillment date on a WO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the WO and the lead time of the item, the report shows you what day to place your PO.

Auto PO
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Prints a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. Only includes parts without a default BOM or a BOM set to never auto-create.

Purchase Order Barcode
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Prints PO number and PO item barcodes.

Purchase Order Report
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Purchase Order Details.

Purchase Order Summary
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Lists parts on outstanding purchase orders by location group and either part number or purchase order number.

Receiving

Receiving History
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Prints a list of all receipts over a date range, filtered by location group, vendor, and/or part.

Receiving List
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A list of Parts to be Received.

Reconcile Report
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Shows the detail of PO exports to the accounting system.

RMA

RMA Report
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A list of Products being returned on a Return Merchandise Authorization ticket.

RMA Summary
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Prints a summary of RMAs issued during the time window given; no taxes or shipping fees are included.

Sales Order

Compare Sales By Month
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Compare Gross Sales By Month.

Customer Purchase History
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Prints the purchase history for a customer or product in a given date range.

Discount Summary
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A list of all discount line items on fulfilled sales orders in the system, totaled by discount.

Gross Sales By Product
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Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Gross Sales By Product Tree
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Returns gross sales for a specific product tree or all product tree nodes in a specified time frame. Returns product tree sales as a percentage of total sales and single product sales as a percentage of the respective tree the product belongs to.

Gross Sales By Salesperson
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Prints the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

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

Margins By Sales Order
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Provides a list of Sales Orders price, profits and cost. The date filter is based off of the date created.

Margins Report
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Provides a list of Sales Orders price, profits and cost.

MTD Sales
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Prints a graph of gross sales for the date range specified. An empty date range will report on gross sales to date.

Outstanding Items
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Prints a list of outstanding exchange items. Can be filtered by due date and/or customer.

POS Hourly Breakdown
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Pulls all sales made with Fishbowl Checkout and shows how many sales were made per hour in a given date range. Shows a graph of the average amount of sales per hour.

POS Receipt
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Common Receipt for Customers.

Price Discrepancy
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A list of all SO Items in the system that have a price different than the list price.

Pricing Rules
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Provides a list of Pricings set up in the system.

Products On Order
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Shows what product customers have on order.

Receipt 2in
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Common Receipt for Customers.

Receipt 3in
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Common Receipt for Customers.

Returned Sales
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Prints a list of returned sales items by count for the date range specified.

Sales Backorder Report
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Displays Sales Orders that are fulfillable or on Backorder. The quantity shown is the quantity on hand without quantity in not available locations.

Sales By Count
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Prints a list of sales by count for orders that have items shipped during the date range specified.

Sales By Month
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Shows product sales broken out by month.

Sales Order Report
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Basic Report for Sales Orders.

Sales Order Summary
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Prints a summary of sales orders issued during the time window given; no taxes are included.

Sales Order Taxes
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Prints the tax rate and total tax on a list of sales orders.

Sales Order Tracking
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A list of tracking values associated with items on a sales order.

Service Order
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Service Order Report shows sales order information with a section for service parts used on the order.

SO To PO Margin
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Shows the margins of Sales Orders where a Purchase Order is associated with a Sales Order.

TPS Report
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Total Product Sales. Prints a list of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date.

Z Report
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Prints all payments posted in Fishbowl for the date range specified.

Ship

Bill Of Lading
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A Bill of Lading Form to be filled out when needed for shipping.

Inventory Shipping Summary
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Report will show inventory that has been shipped within a specified date range.

Packing List
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Packing List for a selected order. Selecting Standard or By Location layouts will include backorder items.

Shipment History
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Prints a list of all shipments made in the specified time period.

Shipping Invoice
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Displays shipped products and their prices. Also includes other items on the order such as discounts, tax rates, miscellaneous items, and subtotals.

UPS High Value Report
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High Value report for shipments with a declared value over $1,000.

Transfer Order

Transfer Order Report
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Basic Report for Transfer Orders.

Transfer Order Summary
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Prints a summary of transfer orders during the time window given.

User

User Access Rights
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List of access rights for a specified user.

User Login Log
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List of login and logouts made be users to the Fishbowl system.

Vendor

Part Vendor List
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Lists all vendors who sell a part as well as the date and unit cost of the last purchase made.

Vendor Address
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A list of Vendors and Addresses.

Vendor Address List
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Prints a list of vendors with addresses of a given type.

Vendor Backorder Report
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Prints a list of parts where the scheduled fulfillment date has passed. Filtered by vendor, part, and/or date range. Grouped by vendor, part, or PO number.

Vendor Fulfillment History
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A part-by-part list of vendor fulfillments on purchase orders. Filtered by location group, vendor, and/or part.

Vendor Part List
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Lists all parts sold by a vendor as well as the date and unit cost of the last purchase made.

Vendor Performance Report
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Gives a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part.

Work Order

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

Outstanding Work Orders
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Prints a list of all outstanding work orders, along with their associated sales order number and customer (if any).

Production Yield
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Shows a list of parts manufactured with the yield percentage per work order.

Work In Progress
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Generates a WIP summary of the quantity and value of all parts currently in manufacturing locations. Cost values are based on today's costs.

Work Order Consumption
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Print out the consumption of fulfilled work orders.

Work Order Cost
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Displays the work order cost amounts and work order items. The cost of unfulfilled work orders is based on your database costing method. Fulfilled work order costs are your historical cost for the work order.

Work Order Flag
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Prints a list of work orders that have been issued and not started. Use % for wild card search.

Work Order Instructions
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Print a list of instructions for completing a WO.

Work Order Report
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Print out of Work Order Details.

Work Order Summary
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Lists parts on outstanding work orders by location group and work order number.

Work Order Traveler
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Basic Report for Work Orders..