Report Parameters: Difference between revisions

From Fishbowl Advanced
(Created page with "=ACCOUNTING= ==Adjustment Report== * Part Number * Date Range * Add Initial Inv * Cost Change * Cycle Count * Scrap * Format Report for Exporting * Show Not Posted ==COGS By Account Summary== * Product Number * COGS Account * Date Range * Closed Short * Fulfilled * Partial * Format Report for Exporting * Show Part Details ==Default Account Mapping== * Format Report for Exporting ==Export Summary== * Date Range * Apply Date Filter To * BOM Number * SO Product * PO Numb...")
 
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=ACCOUNTING=
=ACCOUNTING=
==Adjustment Report==
{{ReportLink|Adjustment Report}}
* Part Number
* Part Number
* Date Range
* Date Range
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* Show Not Posted
* Show Not Posted


==COGS By Account Summary==
{{ReportLink|COGS By Account Summary}}
* Product Number
* Product Number
* COGS Account
* COGS Account
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* Show Part Details
* Show Part Details


==Default Account Mapping==
{{ReportLink|Default Account Mapping}}
* Format Report for Exporting
* Format Report for Exporting


==Export Summary==
{{ReportLink|Export Summary}}
* Date Range
* Date Range
* Apply Date Filter To
* Apply Date Filter To
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=BILL OF MATERIALS=
=BILL OF MATERIALS=
==Bill of Materials Report==
{{ReportLink|Bill of Materials Report}}
* BOM Number
* BOM Number
* Costing Method
* Costing Method
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* Format Report for Exporting
* Format Report for Exporting


==BOM Instructions==
{{ReportLink|BOM Instructions}}
* BOM Number
* BOM Number
* Format Report for Exporting
* Format Report for Exporting


=CUSTOMER=
=CUSTOMER=
==Customer Address List==
{{ReportLink|Customer Address List}}
* Address Type
* Address Type
* Contact Type
* Contact Type
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* Format Report for Exporting
* Format Report for Exporting


==Customer Details List==
{{ReportLink|Customer Details List}}
* Address Type
* Address Type
* Customer
* Customer
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* Show Country
* Show Country


==Customer Price List==
{{ReportLink|Customer Price List}}
* Customer
* Customer
* Group By
* Group By
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* Show UPC
* Show UPC


==Customer Statement==
{{ReportLink|Customer Statement}}
* Add Net Days To
* Add Net Days To
* Apply Date Filter To
* Apply Date Filter To
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* Show Payment Terms
* Show Payment Terms


==Dormant Customers==
{{ReportLink|Dormant Customers}}
* Dormant period
* Dormant period
* Last Order Limit (Days)
* Last Order Limit (Days)
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=GADGETS=
=GADGETS=
==Gross Sales By Product Bar Graph==
{{ReportLink|Gross Sales By Product Bar Graph}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==Gross Sales By Product Pie Chart==
{{ReportLink|Gross Sales By Product Pie Chart}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==Gross Sales By Salesperson Bar Graph==
{{ReportLink|Gross Sales By Salesperson Bar Graph}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==Gross Sales By Salesperson Pie Chart==
{{ReportLink|Gross Sales By Salesperson Pie Chart}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==MTD Cumulative Sales==
{{ReportLink|MTD Cumulative Sales}}
* Format Report for Exporting
* Format Report for Exporting


==MTD Sales Bar Graph==
{{ReportLink|MTD Sales Bar Graph}}
* Format Report for Exporting
* Format Report for Exporting


==Turnover Bar Graph==
{{ReportLink|Turnover Bar Graph}}
* Location Group
* Location Group
* Part Number
* Part Number
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* Format Report for Exporting
* Format Report for Exporting


==Turnover Pie Chart==
{{ReportLink|Turnover Pie Chart}}
* Location Group
* Location Group
* Part Number
* Part Number
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=INVENTORY=
=INVENTORY=
==Aging Report==
{{ReportLink|Aging Report}}
* Group By
* Group By
* Location Group
* Location Group
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* Format Report for Exporting
* Format Report for Exporting


==Asset Valuation By Account==
{{ReportLink|Asset Valuation By Account}}
* Part Number
* Part Number
* Asset Account
* Asset Account
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* Show Part Details
* Show Part Details


==Consumption Report==
{{ReportLink|Consumption Report}}
* Apply Date Filter
* Apply Date Filter
* Group By
* Group By
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* Show Total
* Show Total


==Costing Layer Valuation==
{{ReportLink|Costing Layer Valuation}}
* Part Number
* Part Number
* Asset Account
* Asset Account
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* Show Historical Data
* Show Historical Data


==Cycle Count List==
{{ReportLink|Cycle Count List}}
* ABC Code
* ABC Code
* Location Group
* Location Group
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* Show Serial Numbers
* Show Serial Numbers


==Forecast Report==
{{ReportLink|Forecast Report}}
* Location Group
* Location Group
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Historical Part Cost Report==
{{ReportLink|Historical Part Cost Report}}
* Report On Date
* Report On Date
* Costing Method
* Costing Method
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* Format Report for Exporting
* Format Report for Exporting


==Inventory Availability==
{{ReportLink|Inventory Availability}}
* Filter by Part Custom Field
* Filter by Part Custom Field
* Location Group
* Location Group
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* Show Time Stamp
* Show Time Stamp


==Inventory Availability By LG==
{{ReportLink|Inventory Availability By LG}}
* Location Group
* Location Group
* Part Number
* Part Number
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* Show Parts With Zero Quantity
* Show Parts With Zero Quantity


==Inventory Valuation Summary==
{{ReportLink|Inventory Valuation Summary}}
* Costing Method
* Costing Method
* Group By
* Group By
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* Format Report for Exporting
* Format Report for Exporting


==Inventory Variance==
{{ReportLink|Inventory Variance}}
* Location Group
* Location Group
* Date Range
* Date Range
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* Format Report for Exporting
* Format Report for Exporting


==Item History==
{{ReportLink|Item History}}
* Location Group
* Location Group
* Part Number
* Part Number
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* Show Sales History
* Show Sales History


==Lot History==
{{ReportLink|Lot History}}
* Part Number
* Part Number
* Lot Number
* Lot Number
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* Format Report for Exporting
* Format Report for Exporting


==On Hand==
{{ReportLink|On Hand}}
* Filter by Part Custom Field
* Filter by Part Custom Field
* Order By
* Order By
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* Show Serial Numbers
* Show Serial Numbers


==On Hand By Date==
{{ReportLink|On Hand By Date}}
* Report On Date
* Report On Date
* Costing Method
* Costing Method
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* Show Only Zero Quantities
* Show Only Zero Quantities


==On Hand By Expiration Date==
{{ReportLink|On Hand By Expiration Date}}
* Order By
* Order By
* Status
* Status
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* Format Report for Exporting
* Format Report for Exporting


==On Hand By Product Tree==
{{ReportLink|On Hand By Product Tree}}
* Product Tree
* Product Tree
* Location Group
* Location Group
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* Format Report for Exporting
* Format Report for Exporting


==Reorder Report==
{{ReportLink|Reorder Report}}
* Location Group
* Location Group
* Part Number
* Part Number
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* Show Default Vendor
* Show Default Vendor


==Reverse Lot History==
{{ReportLink|Reverse Lot History}}
* Lot
* Lot
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Turnover Report==
{{ReportLink|Turnover Report}}
* Group By
* Group By
* Location Group
* Location Group
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* Format Report for Exporting
* Format Report for Exporting


==Work Order Forecast Report==
{{ReportLink|Work Order Forecast Report}}
* Location Group
* Location Group
* WO Number
* WO Number
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=LABELS=
=LABELS=
==2x4 Location Barcode Avery==
{{ReportLink|2x4 Location Barcode Avery}}
* Sort By
* Sort By
* Location Group
* Location Group
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* Show Tag
* Show Tag


==2x4 Location Barcode One Off==
{{ReportLink|2x4 Location Barcode One Off}}
* Sort By
* Sort By
* Location Group
* Location Group
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* Show Tag
* Show Tag


==2x4 Part Barcodes Avery==
{{ReportLink|2x4 Part Barcodes Avery}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==2x4 Part Barcodes One Off==
{{ReportLink|2x4 Part Barcodes One Off}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==2x4 Product Barcodes Avery==
{{ReportLink|2x4 Product Barcodes Avery}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==2x4 Product Barcodes One Off==
{{ReportLink|2x4 Product Barcodes One Off}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==4x6 Location Barcode One Off==
{{ReportLink|4x6 Location Barcode One Off}}
* Sort By
* Sort By
* Location Group
* Location Group
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* Show Tag
* Show Tag


==4x6 Part Barcodes One Off==
{{ReportLink|4x6 Part Barcodes One Off}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==4x6 Product Barcodes One Off==
{{ReportLink|4x6 Product Barcodes One Off}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==Customer Address Labels==
{{ReportLink|Customer Address Labels}}
* Address Type
* Address Type
* Customer Group
* Customer Group
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* Format Report for Exporting
* Format Report for Exporting


==Location Barcode==
{{ReportLink|Location Barcode}}
* Sort By
* Sort By
* Location Group
* Location Group
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* Show Tag
* Show Tag


==Location Barcode One Off==
{{ReportLink|Location Barcode One Off}}
* Sort By
* Sort By
* Location Group
* Location Group
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* Show Tag
* Show Tag


==New Tags==
{{ReportLink|New Tags}}
* Print Tags Using
* Print Tags Using
* Qty
* Qty
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* Format Report for Exporting
* Format Report for Exporting


==New Tags One Off==
{{ReportLink|New Tags One Off}}
* Print Tags Using
* Print Tags Using
* Qty
* Qty
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* Format Report for Exporting
* Format Report for Exporting


==New Tracking==
{{ReportLink|New Tracking}}
* Tracking Value
* Tracking Value
* Number To Print
* Number To Print
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* Format Report for Exporting
* Format Report for Exporting


==New Tracking Incremental==
{{ReportLink|New Tracking Incremental}}
* First Value
* First Value
* Number To Print
* Number To Print
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* Format Report for Exporting
* Format Report for Exporting


==New Tracking Incremental One Off==
{{ReportLink|New Tracking Incremental One Off}}
* First Value
* First Value
* Number To Print
* Number To Print
* Format Report for Exporting
* Format Report for Exporting


==New Tracking One Off==
{{ReportLink|New Tracking One Off}}
* Tracking Value
* Tracking Value
* Number To Print
* Number To Print
* Format Report for Exporting
* Format Report for Exporting


==Packing Slip 4x6==
{{ReportLink|Packing Slip 4x6}}
* Shipping Number
* Shipping Number
* Contact To Show
* Contact To Show
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* Show Unique Ship Numbers
* Show Unique Ship Numbers


==Part Barcodes Avery==
{{ReportLink|Part Barcodes Avery}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==Part Barcodes By PO Avery==
{{ReportLink|Part Barcodes By PO Avery}}
* PO Number
* PO Number
* Order By
* Order By
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* Show Description
* Show Description


==Part Barcodes By PO One Off==
{{ReportLink|Part Barcodes By PO One Off}}
* PO Number
* PO Number
* Order By
* Order By
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* Show Description
* Show Description


==Part Barcodes One Off==
{{ReportLink|Part Barcodes One Off}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==Part Barcodes With Tracking One Off==
{{ReportLink|Part Barcodes With Tracking One Off}}
* Location
* Location
* Part Number
* Part Number
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* Format Report for Exporting
* Format Report for Exporting


==PO Part Barcodes With Tracking One Off==
{{ReportLink|PO Part Barcodes With Tracking One Off}}
* PO Number
* PO Number
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Product Barcodes Avery==
{{ReportLink|Product Barcodes Avery}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==Product Barcodes By Receipt Avery==
{{ReportLink|Product Barcodes By Receipt Avery}}
* Date Range
* Date Range
* PO Number
* PO Number
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* Show Price
* Show Price


==Product Barcodes By Receipt One Off==
{{ReportLink|Product Barcodes By Receipt One Off}}
* Date Range
* Date Range
* PO Number
* PO Number
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* Show Price
* Show Price


==Product Barcodes By SO Avery==
{{ReportLink|Product Barcodes By SO Avery}}
* SO Number
* SO Number
* Order By
* Order By
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* Show Price
* Show Price


==Product Barcodes By SO One Off==
{{ReportLink|Product Barcodes By SO One Off}}
* SO Number
* SO Number
* Order By
* Order By
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* Show Price
* Show Price


==Product Barcodes One Off==
{{ReportLink|Product Barcodes One Off}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==Receiving Label==
{{ReportLink|Receiving Label}}
* Receiving
* Receiving
* Default Location Barcode
* Default Location Barcode
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* Include Received Items
* Include Received Items


==Single Part Barcodes Avery==
{{ReportLink|Single Part Barcodes Avery}}
* Part Number
* Part Number
* Count
* Count
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* Show Description
* Show Description


==Single Product Barcodes Avery==
{{ReportLink|Single Product Barcodes Avery}}
* Product Number
* Product Number
* Count
* Count
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* Show Price
* Show Price


==Tag Barcodes Avery==
{{ReportLink|Tag Barcodes Avery}}
* Date Range
* Date Range
* Barcode
* Barcode
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* Show Description
* Show Description


==Tag Barcodes One Off==
{{ReportLink|Tag Barcodes One Off}}
* Date Range
* Date Range
* Barcode
* Barcode
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* Show Description
* Show Description


==UPS Label==
{{ReportLink|UPS Label}}
* Shipping Number
* Shipping Number
* Format Report for Exporting
* Format Report for Exporting


==UPS Return Label==
{{ReportLink|UPS Return Label}}
* Shipping Number
* Shipping Number
* Format Report for Exporting
* Format Report for Exporting


==Vendor Address Labels==
{{ReportLink|Vendor Address Labels}}
* Start At Label
* Start At Label
* Show Country
* Show Country
* Format Report for Exporting
* Format Report for Exporting


==Vendor Part Barcodes==
{{ReportLink|Vendor Part Barcodes}}
* Vendor
* Vendor
* Part Number
* Part Number
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* Show Description
* Show Description


==Vendor Part Barcodes One Off==
{{ReportLink|Vendor Part Barcodes One Off}}
* Vendor
* Vendor
* Part Number
* Part Number
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* Show Description
* Show Description


==Walmart Label==
{{ReportLink|Walmart Label}}
* SO Number
* SO Number
* Store Number
* Store Number
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* Show Logo
* Show Logo


==WO Part Barcodes With Tracking One Off==
{{ReportLink|WO Part Barcodes With Tracking One Off}}
* WO Number
* WO Number
* Part Number
* Part Number
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=MANUFACTURE ORDER=
=MANUFACTURE ORDER=
==Available To Build==
{{ReportLink|Available to Build}}
* BOM Number
* BOM Number
* Location Group
* Location Group
* Format Report for Exporting
* Format Report for Exporting


==Manufacture Order Projected Cost==
{{ReportLink|Manufacture Order Projected Cost}}
* MO Number
* MO Number
* Format Report for Exporting
* Format Report for Exporting
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* Show Details
* Show Details


==Manufacture Order Stage==
{{ReportLink|Manufacture Order Stage}}
* MO Number
* MO Number
* Date Range
* Date Range
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* Format Report for Exporting
* Format Report for Exporting


==Manufacture Order Traveler==
{{ReportLink|Manufacture Order Traveler}}
* MO Number
* MO Number
* Order By
* Order By
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* Show Labor
* Show Labor


==Production Demand==
{{ReportLink|Production Demand}}
* Location Group
* Location Group
* Customer
* Customer
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* Show Raw Goods
* Show Raw Goods


==Production Report==
{{ReportLink|Production Report}}
* Part Number
* Part Number
* Date Range
* Date Range
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=OTHER=
=OTHER=
==Calendar Report==
{{ReportLink|Calendar Report}}
* Order By
* Order By
* Date Range
* Date Range
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* Show Time
* Show Time


==Reports==
{{ReportLink|Reports}}
* Format Report for Exporting
* Format Report for Exporting


==Tracking==
{{ReportLink|Tracking}}
* Tracking Value
* Tracking Value
* Format Report for Exporting
* Format Report for Exporting


==Tracking Detail==
{{ReportLink|Tracking Detail}}
* Tracking Value
* Tracking Value
* Format Report for Exporting
* Format Report for Exporting


=PART=
=PART=
==ABC Report==
{{ReportLink|ABC Report}}
* Costing Method
* Costing Method
* Date Range
* Date Range
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* Show Totals
* Show Totals


==Part Accounts==
{{ReportLink|Part Accounts}}
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Part Activity Report==
{{ReportLink|Part Activity Report}}
* Date Range
* Date Range
* Group By
* Group By
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* Format Report for Exporting
* Format Report for Exporting


==Part Allocated==
{{ReportLink|Part Allocated}}
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Part Average Cost==
{{ReportLink|Part Average Cost}}
* Cost Value
* Cost Value
* Part Number
* Part Number
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* Format Report for Exporting
* Format Report for Exporting


==Part Committed Report==
{{ReportLink|Part Committed Report}}
* Part Number
* Part Number
* Format Report for Exporting
* Format Report for Exporting


==Part Cost Over Time==
{{ReportLink|Part Cost Over Time}}
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==Part List==
{{ReportLink|Part List}}
* Costing Method
* Costing Method
* Part Number
* Part Number
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* Show Qty On Hand
* Show Qty On Hand


==Reorder Points==
{{ReportLink|Reorder Points}}
* Part Number
* Part Number
* Show Parts Without Reorder Points
* Show Parts Without Reorder Points
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=PICKING=
=PICKING=
==Pick Efficiency==
{{ReportLink|Pick Efficiency}}
* User
* User
* Date Finished In the Date Range
* Date Finished In the Date Range
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* Show Details
* Show Details


==Pick Report==
{{ReportLink|Pick Report}}
* Pick Number
* Pick Number
* Format Report for Exporting
* Format Report for Exporting
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* Show Country
* Show Country


==Pick Ticket==
{{ReportLink|Pick Ticket}}
* Pick Number
* Pick Number
* Show Barcode As
* Show Barcode As
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=PRODUCT=
=PRODUCT=
==Kit Report==
{{ReportLink|Kit Report}}
* Costing Method
* Costing Method
* Kit Number
* Kit Number
* Format Report for Exporting
* Format Report for Exporting


==Product Catalog==
{{ReportLink|Product Catalog}}
* Product Tree
* Product Tree
* Product Number
* Product Number
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* Show UPC Barcode
* Show UPC Barcode


==Product Catalog V2==
{{ReportLink|Product Catalog V2}}
* Barcode
* Barcode
* Uncategorized Products
* Uncategorized Products
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* Show Table of Contents
* Show Table of Contents


==Product Price List==
{{ReportLink|Product Price List}}
* Group By
* Group By
* Product Tree
* Product Tree
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=PURCHASE ORDER=
=PURCHASE ORDER=
==Advanced Purchasing By Sales Order==
{{ReportLink|Advanced Purchasing By Sales Order}}
* SO Number
* SO Number
* Date Created
* Date Created
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* Format Report for Exporting
* Format Report for Exporting


==Advanced Purchasing By Work Order==
{{ReportLink|Advanced Purchasing By Work Order}}
* MO Number
* MO Number
* Date Scheduled
* Date Scheduled
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* Format Report for Exporting
* Format Report for Exporting


==Auto PO==
{{ReportLink|Auto PO}}
* Class
* Class
* Location Group
* Location Group
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* Show Vendor Part Number
* Show Vendor Part Number


==Purchase Order Barcode==
{{ReportLink|Purchase Order Barcode}}
* Status
* Status
* PO Number
* PO Number
* Format Report for Exporting
* Format Report for Exporting


==Purchase Order Report==
{{ReportLink|Purchase Order Report}}
* PO Number
* PO Number
* Logo Alignment
* Logo Alignment
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* Use Vendor Name In Address
* Use Vendor Name In Address


==Purchase Order Summary==
{{ReportLink|Purchase Order Summary}}
* Apply Date Filter To
* Apply Date Filter To
* Group By
* Group By
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* Show Work Orders
* Show Work Orders


==Purchase Order Summary Export==Show Qty
{{ReportLink|Purchase Order Summary Export}}
* Show Qty
* Show Vendor
* Show Vendor
* Class
* Class
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=RECEIVING=
=RECEIVING=
==Receiving History==
{{ReportLink|Receiving History}}
* Group1
* Group1
* Group2
* Group2
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* Show Vendor Receipts
* Show Vendor Receipts


==Receiving List==
{{ReportLink|Receiving List}}
* Receiving
* Receiving
* Format Report for Exporting
* Format Report for Exporting
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* Show Barcode
* Show Barcode


==Receiving Summary==
{{ReportLink|Receiving Summary}}
* Apply Date Filter
* Apply Date Filter
* Date Range
* Date Range
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* Format Report for Exporting
* Format Report for Exporting


==Reconcile Report==
{{ReportLink|Reconcile Report}}
* PO Number
* PO Number
* Part Number
* Part Number
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=RMA=
=RMA=
==RMA Report==
{{ReportLink|RMA Report}}
* RMA Number
* RMA Number
* Format Report for Exporting
* Format Report for Exporting
* Show Barcode
* Show Barcode


==RMA Summary==
{{ReportLink|RMA Summary}}
* Item Type
* Item Type
* RMA Number
* RMA Number
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=SALES ORDER=
=SALES ORDER=
==Compare Sales By Month==
{{ReportLink|Compare Sales By Month}}
* Location Group
* Location Group
* Last Month
* Last Month
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* Format Report for Exporting
* Format Report for Exporting


==Customer Purchase History==
{{ReportLink|Customer Purchase History}}
* Group By
* Group By
* Apply Date Filter ToProduct Tree
* Apply Date Filter ToProduct Tree
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* Show Details
* Show Details


==Discount Summary==
{{ReportLink|Discount Summary}}
* Customer
* Customer
* SO Number
* SO Number
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* Show Detail
* Show Detail


==Gross Sales By Product==
{{ReportLink|Gross Sales By Product}}
* Report Title
* Report Title
* Parts To Show
* Parts To Show
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* Show Totals
* Show Totals


==Gross Sales By Product Tree==
{{ReportLink|Gross Sales By Product Tree}}
* Product Tree
* Product Tree
* Date Range
* Date Range
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* Show Graphs
* Show Graphs


==Gross Sales By Salesperson==
{{ReportLink|Gross Sales By Salesperson}}
* Number To Show
* Number To Show
* Date Range
* Date Range
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* Show Graphs
* Show Graphs


==Inventory Allocated To Sales Orders==
{{ReportLink|Inventory Allocated To Sales Orders}}
* Costing Method
* Costing Method
* Group By
* Group By
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* Show Details
* Show Details


==Margins By Sales Order==
{{ReportLink|Margins By Sales Order}}
* Sales Person
* Sales Person
* Location Group
* Location Group
Line 1,131: Line 1,132:
* Show Margins
* Show Margins


==Margins Report==
{{ReportLink|Margins Report}}
* Group By
* Group By
* Product Tree
* Product Tree
Line 1,144: Line 1,145:
* Format Report for Exporting
* Format Report for Exporting


==MTD Sales==
{{ReportLink|MTD Sales}}
* Date
* Date
* Report Title
* Report Title
* Format Report for Exporting
* Format Report for Exporting


==Outstanding Items==
{{ReportLink|Outstanding Items}}
* Sort By
* Sort By
* Customer
* Customer
Line 1,155: Line 1,156:
* Format Report for Exporting
* Format Report for Exporting


==POS Hourly Breakdown==
{{ReportLink|POS Hourly Breakdown}}
* Date Range
* Date Range
* Sales Person
* Sales Person
Line 1,172: Line 1,173:
* Format Report for Exporting
* Format Report for Exporting


==POS Receipt==
{{ReportLink|POS Receipt}}
* SO Number
* SO Number
* Display Seller
* Display Seller
Line 1,188: Line 1,189:
* Show Status
* Show Status


==Price Discrepancy==
{{ReportLink|Price Discrepancy}}
* Sales Person
* Sales Person
* Customer
* Customer
Line 1,195: Line 1,196:
* Format Report for Exporting
* Format Report for Exporting


==Pricing Rules==
{{ReportLink|Pricing Rules}}
* Pricing Name
* Pricing Name
* Format Report for Exporting
* Format Report for Exporting


==Products On Order==
{{ReportLink|Products On Order}}
* Customer
* Customer
* Product Number
* Product Number
Line 1,205: Line 1,206:
* Format Report for Exporting
* Format Report for Exporting


==Receipt 2in==
{{ReportLink|Receipt 2in}}
* SO Number
* SO Number
* Format Report for Exporting
* Format Report for Exporting
* Show Country
* Show Country


==Receipt 3in==
{{ReportLink|Receipt 3in}}
* SO Number
* SO Number
* Gift Receipt
* Gift Receipt
Line 1,216: Line 1,217:
* Show Country
* Show Country


==Returned Sales==
{{ReportLink|Returned Sales}}
* Sales Person
* Sales Person
* Customer
* Customer
Line 1,223: Line 1,224:
* Format Report for Exporting
* Format Report for Exporting


==Sales Backorder Report==
{{ReportLink|Sales Backorder Report}}
* Sort By
* Sort By
* Location Group
* Location Group
Line 1,237: Line 1,238:
* Show PO For Short Items
* Show PO For Short Items


==Sales By Count==
{{ReportLink|Sales By Count}}
* Group By
* Group By
* Sort By
* Sort By
Line 1,247: Line 1,248:
* Format Report for Exporting
* Format Report for Exporting


==Sales By Month==
{{ReportLink|Sales By Month}}
* Product Number
* Product Number
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting


==Sales Invoice==
{{ReportLink|Sales Invoice}}
* SO Number
* SO Number
* Show Payments
* Show Payments
Line 1,284: Line 1,285:
* Show Adjustment Amounts
* Show Adjustment Amounts
* Only Show BOM Price Adjustments
* Only Show BOM Price Adjustments
* <span class="anchor" id="Custom Fields"></span>


==Sales Order Report==
{{ReportLink|Sales Order Report}}
* SO Number
* SO Number
* Show Payments
* Show Payments
Line 1,320: Line 1,320:
* Only Show BOM Price Adjustments
* Only Show BOM Price Adjustments


==Sales Order Summary==
{{ReportLink|Sales Order Summary}}
* Ship To State/Province
* Ship To State/Province
* Sales Person
* Sales Person
Line 1,338: Line 1,338:
* Format Report for Exporting
* Format Report for Exporting


==Sales Order Summary Export==Class
{{ReportLink|Sales Order Summary Export}}
* Class
* Location Group
* Location Group
* Customer
* Customer
Line 1,353: Line 1,354:
* Format Report for Exporting
* Format Report for Exporting


==Sales Order Taxes==
{{ReportLink|Sales Order Taxes}}
* Group By
* Group By
* Apply Date Filter To
* Apply Date Filter To
Line 1,372: Line 1,373:
* Show SO Line Items
* Show SO Line Items


==Sales Order Tracking==
{{ReportLink|Sales Order Tracking}}
* Search Type
* Search Type
* Customer
* Customer
Line 1,381: Line 1,382:
* Format Report for Exporting
* Format Report for Exporting


==Sales Production Demand==
{{ReportLink|Sales Production Demand}}
* Location Group
* Location Group
* Customer
* Customer
Line 1,390: Line 1,391:
* Format Report for Exporting
* Format Report for Exporting


==Service Order==
{{ReportLink|Service Order}}
* SO Number
* SO Number
* Display Seller
* Display Seller
Line 1,417: Line 1,418:
* Show Status
* Show Status


==SO To PO Margin==
{{ReportLink|SO To PO Margin}}
* Sort By
* Sort By
* Sales Person
* Sales Person
Line 1,430: Line 1,431:
* Format Report for Exporting
* Format Report for Exporting


==TPS Report==
{{ReportLink|TPS Report}}
* Date Range
* Date Range
* Format Report for Exporting
* Format Report for Exporting
* Include Cover Sheet
* Include Cover Sheet


==Z Report==
{{ReportLink|Z Report}}
* Sort By
* Sort By
* Payment Method
* Payment Method
Line 1,447: Line 1,448:


=SHIP=
=SHIP=
==Bill Of Lading==
{{ReportLink|Bill Of Lading}}
* Shipping Number
* Shipping Number
* 3rd Party Address
* 3rd Party Address
Line 1,470: Line 1,471:
* Show Country
* Show Country


==Inventory Shipping Summary==
{{ReportLink|Inventory Shipping Summary}}
* Carrier
* Carrier
* Customer
* Customer
Line 1,479: Line 1,480:
* Format Report for Exporting
* Format Report for Exporting


==Packing List==
{{ReportLink|Packing List}}
* Shipping Number
* Shipping Number
* Contact To Show
* Contact To Show
Line 1,500: Line 1,501:
* Format Report for Exporting
* Format Report for Exporting


==Shipment History==
{{ReportLink|Shipment History}}
* Sort By
* Sort By
* Carrier
* Carrier
Line 1,511: Line 1,512:
* Include Transfer Orders
* Include Transfer Orders


==Shipping Invoice==
{{ReportLink|Shipping Invoice}}
* Shipping Number
* Shipping Number
* Logo Alignment
* Logo Alignment
Line 1,531: Line 1,532:
* Show Totals
* Show Totals


==UPS High Value Report==
{{ReportLink|UPS High Value Report}}
* Shipping Number
* Shipping Number
* Format Report for Exporting
* Format Report for Exporting


=TRANSFER ORDER=
=TRANSFER ORDER=
==Transfer Order Report==
{{ReportLink|Transfer Order Report}}
* TO Number
* TO Number
* Show Country
* Show Country
Line 1,543: Line 1,544:
* Show Revision
* Show Revision


==Transfer Order Summary==
{{ReportLink|Transfer Order Summary}}
* Apply Date Filter To
* Apply Date Filter To
* Group By
* Group By
Line 1,569: Line 1,570:


=USER=
=USER=
==User Access Rights==
{{ReportLink|User Access Rights}}
* User
* User
* Format Report for Exporting
* Format Report for Exporting


==User Login Log==
{{ReportLink|User Login Log}}
* Sort By
* Sort By
* User
* User
Line 1,580: Line 1,581:


=VENDOR=
=VENDOR=
==Part Vendor List==
{{ReportLink|Part Vendor List}}
* Part
* Part
* Format Report for Exporting
* Format Report for Exporting


==Vendor Address==
{{ReportLink|Vendor Address}}
* Sort By
* Sort By
* Format Report for Exporting
* Format Report for Exporting
* Show Country
* Show Country


==Vendor Address List==
{{ReportLink|Vendor Address List}}
* Address Type
* Address Type
* Contact Type
* Contact Type
Line 1,597: Line 1,598:
* Show Country
* Show Country


==Vendor Backorder Report==
{{ReportLink|Vendor Backorder Report}}
* Group By
* Group By
* Vendor
* Vendor
Line 1,604: Line 1,605:
* Format Report for Exporting
* Format Report for Exporting


==Vendor Fulfillment History==
{{ReportLink|Vendor Fulfillment History}}
* Group By
* Group By
* Sort By
* Sort By
Line 1,616: Line 1,617:
* Format Report for Exporting
* Format Report for Exporting


==Vendor Part List==
{{ReportLink|Vendor Part List}}
* Vendor
* Vendor
* Format Report for Exporting
* Format Report for Exporting


==Vendor Performance Report==
{{ReportLink|Vendor Performance Report}}
* Apply Date Filter
* Apply Date Filter
* Vendor
* Vendor
Line 1,628: Line 1,629:


=WORK ORDER=
=WORK ORDER=
==Inventory Allocated To Work Orders==
{{ReportLink|Inventory Allocated To Work Orders}}
* Costing Method
* Costing Method
* Group By
* Group By
Line 1,646: Line 1,647:
* Format Report for Exporting
* Format Report for Exporting


==Outstanding Work Orders==
{{ReportLink|Outstanding Work Orders}}
* Sort
* Sort
* Location Group
* Location Group
Line 1,652: Line 1,653:
* Format Report for Exporting
* Format Report for Exporting


==Production Yield==
{{ReportLink|Production Yield}}
* WO Number
* WO Number
* Part Number
* Part Number
Line 1,658: Line 1,659:
* Format Report for Exporting
* Format Report for Exporting


==Work In Progress==
{{ReportLink|Work In Progress}}
* Costing Method
* Costing Method
* Location Group
* Location Group
Line 1,666: Line 1,667:
* Show Details
* Show Details


==Work Order Consumption==
{{ReportLink|Work Order Consumption}}
* Location Group
* Location Group
* WO Number
* WO Number
Line 1,674: Line 1,675:
* Show Details
* Show Details


==Work Order Cost==
{{ReportLink|Work Order Cost}}
* WO Status
* WO Status
* Apply Date Range To
* Apply Date Range To
Line 1,683: Line 1,684:
* Show Details
* Show Details


==Work Order Flag==
{{ReportLink|Work Order Flag}}
* Sort By
* Sort By
* Location Group
* Location Group
Line 1,696: Line 1,697:
* Format Report for Exporting
* Format Report for Exporting


==Work Order Instructions==
{{ReportLink|Work Order Instructions}}
* WO Number
* WO Number
* Display Time
* Display Time
Line 1,706: Line 1,707:
* Show Status
* Show Status


==Work Order Report==
{{ReportLink|Work Order Report}}
* WO Number
* WO Number
* Format Report for Exporting
* Format Report for Exporting
* Show Barcode
* Show Barcode


==Work Order Summary==
{{ReportLink|Work Order Summary}}
* Apply Date Range To
* Apply Date Range To
* Group By
* Group By
Line 1,728: Line 1,729:
* Show Category Color
* Show Category Color


==Work Order Traveler==
{{ReportLink|Work Order Traveler}}
* WO Number
* WO Number
* Report Title
* Report Title

Revision as of 11:46, 13 March 2025

ACCOUNTING

Adjustment Report

  • Part Number
  • Date Range
  • Add Initial Inv
  • Cost Change
  • Cycle Count
  • Scrap
  • Format Report for Exporting
  • Show Not Posted

COGS By Account Summary

  • Product Number
  • COGS Account
  • Date Range
  • Closed Short
  • Fulfilled
  • Partial
  • Format Report for Exporting
  • Show Part Details

Default Account Mapping

  • Format Report for Exporting

Export Summary

  • Date Range
  • Apply Date Filter To
  • BOM Number
  • SO Product
  • PO Number
  • SO Number
  • WO Number
  • PO Part
  • Report Title
  • Format Report for Exporting
  • Show Details
  • Show Not Posted
  • Show Posted
  • Show Purchase Orders
  • Show Sales Orders
  • Show Work Orders

BILL OF MATERIALS

Bill of Materials Report

  • BOM Number
  • Costing Method
  • Sort By
  • Format Report for Exporting

BOM Instructions

  • BOM Number
  • Format Report for Exporting

CUSTOMER

Customer Address List

  • Address Type
  • Contact Type
  • Customer Group
  • State
  • Zip Code
  • Show Country
  • Show Groups
  • Format Report for Exporting

Customer Details List

  • Address Type
  • Customer
  • Format Report for Exporting
  • Include Jobs
  • Show Contact Info
  • Show Country

Customer Price List

  • Customer
  • Group By
  • Product Tree
  • Product Number
  • SKU Search
  • UPC Search
  • Format Report for Exporting
  • Show Original Price
  • Show SKU
  • Show UPC

Customer Statement

  • Add Net Days To
  • Apply Date Filter To
  • Customer
  • Closed Short
  • Fulfilled
  • In Progress
  • Issued
  • Show Customers With 0 Balance
  • Due Date Includes Net Days
  • Format Report for Exporting
  • Show Payment Terms

Dormant Customers

  • Dormant period
  • Last Order Limit (Days)
  • Last Ordered
  • Sort By
  • Order
  • Filter by Customer Custom Field
  • Enter filter data
  • Filters
  • Report Title
  • Show Inactive Customers
  • Format Report for Exporting

GADGETS

Gross Sales By Product Bar Graph

  • Parts to Show
  • Date Range
  • Format Report for Exporting

Gross Sales By Product Pie Chart

  • Parts to Show
  • Date Range
  • Format Report for Exporting

Gross Sales By Salesperson Bar Graph

  • Parts to Show
  • Date Range
  • Format Report for Exporting

Gross Sales By Salesperson Pie Chart

  • Parts to Show
  • Date Range
  • Format Report for Exporting

MTD Cumulative Sales

  • Format Report for Exporting

MTD Sales Bar Graph

  • Format Report for Exporting

Turnover Bar Graph

  • Location Group
  • Part Number
  • Parts To Show
  • Date Range
  • Format Report for Exporting

Turnover Pie Chart

  • Location Group
  • Part Number
  • Parts To Show
  • Date Range
  • Format Report for Exporting

INVENTORY

Aging Report

  • Group By
  • Location Group
  • Location
  • Part Number
  • Show Location Details
  • Format Report for Exporting

Asset Valuation By Account

  • Part Number
  • Asset Account
  • Format Report for Exporting
  • Show Part Details

Consumption Report

  • Apply Date Filter
  • Group By
  • Summary Options
  • User
  • Location Group
  • Location
  • Customer/Job
  • Part Number
  • Report Title
  • Date Range
  • Show Active
  • Show Inactive
  • Format Report for Exporting
  • Show Time Stamp
  • Show Total

Costing Layer Valuation

  • Part Number
  • Asset Account
  • Date Range
  • Show Active Costing Layers
  • Show Fulfilled Costing Layers
  • Show Voided Costing Layers
  • Format Report for Exporting
  • Show Historical Data

Cycle Count List

  • ABC Code
  • Location Group
  • Location
  • Part Number
  • Format Report for Exporting
  • Show Items Not In Inventory
  • Show Qty
  • Show Serial Numbers

Forecast Report

  • Location Group
  • Part Number
  • Format Report for Exporting

Historical Part Cost Report

  • Report On Date
  • Costing Method
  • Vendor
  • Part Number
  • Show Inactive Parts
  • Show Parts Created After Date
  • Format Report for Exporting

Inventory Availability

  • Filter by Part Custom Field
  • Location Group
  • Part Number
  • Count
  • Report Title
  • Skip
  • Format Report for Exporting
  • Show Parts With Zero Quantity
  • Show Time Stamp

Inventory Availability By LG

  • Location Group
  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Parts With Zero Quantity

Inventory Valuation Summary

  • Costing Method
  • Group By
  • Location Group
  • Location
  • Part Number
  • Asset Account
  • Show Location Details
  • Format Report for Exporting

Inventory Variance

  • Location Group
  • Date Range
  • Part Number
  • Adjustment Types
  • Format Report for Exporting

Item History

  • Location Group
  • Part Number
  • Date Range
  • Format Report for Exporting
  • Show Inventory Adjustment History
  • Show Purchase History
  • Show Sales History

Lot History

  • Part Number
  • Lot Number
  • Inc Cycle Dec
  • Inc Cycle Inc
  • Inc Scrap
  • Format Report for Exporting

On Hand

  • Filter by Part Custom Field
  • Order By
  • Location Group
  • Location
  • Part Number
  • Report Title
  • Tracking
  • Show Parts With Zero Quantity
  • Show Parts Without Tracking
  • Format Report for Exporting
  • Show Serial Numbers

On Hand By Date

  • Report On Date
  • Costing Method
  • Location Group
  • Vendor
  • Part Number
  • Show Inactive Parts
  • Format Report for Exporting
  • Include Zero Quantities
  • Show Cost
  • Show Only Zero Quantities

On Hand By Expiration Date

  • Order By
  • Status
  • Location Group
  • Location
  • Part Number
  • Date Range
  • Format Report for Exporting

On Hand By Product Tree

  • Product Tree
  • Location Group
  • Location
  • Tracking
  • Show Inactive Parts
  • Show Parts With Zero Quantity
  • Format Report for Exporting

Reorder Report

  • Location Group
  • Part Number
  • Include No ROP/OUL
  • Show Inactive Parts
  • Format Report for Exporting
  • Show All Items
  • Show Default Vendor

Reverse Lot History

  • Lot
  • Part Number
  • Format Report for Exporting

Turnover Report

  • Group By
  • Location Group
  • Part Number
  • Date Range
  • Format Report for Exporting

Work Order Forecast Report

  • Location Group
  • WO Number
  • Format Report for Exporting

LABELS

2x4 Location Barcode Avery

  • Sort By
  • Location Group
  • Location
  • Start At Label
  • Format Report for Exporting
  • Show Tag

2x4 Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Format Report for Exporting
  • Show Tag

2x4 Part Barcodes Avery

  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

2x4 Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

2x4 Product Barcodes Avery

  • Product Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description
  • Show Price

2x4 Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description
  • Show Price

4x6 Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Format Report for Exporting
  • Show Tag

4x6 Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

4x6 Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description
  • Show Price

Customer Address Labels

  • Address Type
  • Customer Group
  • Start At Label
  • Only In Group
  • Show Country
  • Format Report for Exporting

Location Barcode

  • Sort By
  • Location Group
  • Location
  • Start At Label
  • Format Report for Exporting
  • Show Tag

Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Format Report for Exporting
  • Show Tag

New Tags

  • Print Tags Using
  • Qty
  • Repeat Tag
  • Start At Label
  • Tag Starting Point
  • Format Report for Exporting

New Tags One Off

  • Print Tags Using
  • Qty
  • Repeat Tag
  • Starting Point
  • Format Report for Exporting

New Tracking

  • Tracking Value
  • Number To Print
  • Start At Label
  • Format Report for Exporting

New Tracking Incremental

  • First Value
  • Number To Print
  • Start At Label
  • Format Report for Exporting

New Tracking Incremental One Off

  • First Value
  • Number To Print
  • Format Report for Exporting

New Tracking One Off

  • Tracking Value
  • Number To Print
  • Format Report for Exporting

Packing Slip 4x6

  • Shipping Number
  • Contact To Show
  • Layout Format
  • Order Number
  • Show Back Order Items
  • Show Country
  • Show Kit Headers
  • Format Report for Exporting
  • Show Barcode
  • Show Tracking
  • Show Unique Ship Numbers

Part Barcodes Avery

  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

Part Barcodes By PO Avery

  • PO Number
  • Order By
  • Format Report for Exporting
  • Show Description

Part Barcodes By PO One Off

  • PO Number
  • Order By
  • Format Report for Exporting
  • Show Description

Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

Part Barcodes With Tracking One Off

  • Location
  • Part Number
  • Count
  • Quantity Per Part Tracking Override
  • Skip
  • Format Report for Exporting

PO Part Barcodes With Tracking One Off

  • PO Number
  • Part Number
  • Format Report for Exporting

Product Barcodes Avery

  • Product Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description
  • Show Price

Product Barcodes By Receipt Avery

  • Date Range
  • PO Number
  • Start At Label
  • Format Report for Exporting
  • Show Description
  • Show Price

Product Barcodes By Receipt One Off

  • Date Range
  • PO Number
  • Format Report for Exporting
  • Show Description
  • Show Price

Product Barcodes By SO Avery

  • SO Number
  • Order By
  • Start At Label
  • Format Report for Exporting
  • Show Description
  • Show Price

Product Barcodes By SO One Off

  • SO Number
  • Order By
  • Format Report for Exporting
  • Show Description
  • Show Price

Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description
  • Show Price

Receiving Label

  • Receiving
  • Default Location Barcode
  • Format Report for Exporting
  • Include Item Barcode
  • Include Received Items

Single Part Barcodes Avery

  • Part Number
  • Count
  • Start At Label
  • Format Report for Exporting
  • Show Description

Single Product Barcodes Avery

  • Product Number
  • Count
  • Start At Label
  • Format Report for Exporting
  • Show Description
  • Show Price

Tag Barcodes Avery

  • Date Range
  • Barcode
  • Location
  • Part Number
  • Tag
  • Format Report for Exporting
  • Show Description

Tag Barcodes One Off

  • Date Range
  • Barcode
  • Part Number
  • Tag
  • Format Report for Exporting
  • Show Description

UPS Label

  • Shipping Number
  • Format Report for Exporting

UPS Return Label

  • Shipping Number
  • Format Report for Exporting

Vendor Address Labels

  • Start At Label
  • Show Country
  • Format Report for Exporting

Vendor Part Barcodes

  • Vendor
  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

Vendor Part Barcodes One Off

  • Vendor
  • Part Number
  • Count
  • Skip
  • Format Report for Exporting
  • Show Description

Walmart Label

  • SO Number
  • Store Number
  • Format Report for Exporting
  • Show Logo

WO Part Barcodes With Tracking One Off

  • WO Number
  • Part Number
  • Format Report for Exporting

MANUFACTURE ORDER

Available to Build

  • BOM Number
  • Location Group
  • Format Report for Exporting

Manufacture Order Projected Cost

  • MO Number
  • Format Report for Exporting
  • Show Barcode
  • Show Details

Manufacture Order Stage

  • MO Number
  • Date Range
  • Closed Short
  • Entered
  • Fulfilled
  • Issued
  • Partial
  • Picking
  • Void
  • Working
  • Format Report for Exporting

Manufacture Order Traveler

  • MO Number
  • Order By
  • MO Report Title
  • WO Report Title
  • Display WO Travelers
  • Format Report for Exporting
  • Show Assigned Users
  • Show BOM Instructions
  • Show Barcode
  • Show Category
  • Show Category Color
  • Show Finished Goods
  • Show Labor

Production Demand

  • Location Group
  • Customer
  • WO Number
  • Part Number
  • Date Range
  • Format Report for Exporting
  • Show Raw Goods

Production Report

  • Part Number
  • Date Range
  • Format Report for Exporting
  • Show Data

OTHER

Calendar Report

  • Order By
  • Date Range
  • WO Entered
  • WO Fulfilled
  • WO Started
  • Format Report for Exporting
  • Show Time

Reports

  • Format Report for Exporting

Tracking

  • Tracking Value
  • Format Report for Exporting

Tracking Detail

  • Tracking Value
  • Format Report for Exporting

PART

ABC Report

  • Costing Method
  • Date Range
  • Use Manufacture Activity
  • Use Sales Activity
  • Format Report for Exporting
  • Show Group Header
  • Show Time Stamp
  • Show Totals

Part Accounts

  • Part Number
  • Format Report for Exporting

Part Activity Report

  • Date Range
  • Group By
  • Order By
  • User
  • Location Group
  • Location
  • Part Number
  • Tag Number
  • Tracking Info
  • Adj Decrease
  • Adj Increase
  • Adj Scrap
  • Adj Tracking
  • Adj UOM
  • Adjust
  • Consume
  • Disable Tracking
  • Enable Tracking
  • Receiving
  • Shipping
  • Show Active
  • Show Inactive
  • Transfer
  • Void Receipt
  • Yield
  • Format Report for Exporting

Part Allocated

  • Part Number
  • Format Report for Exporting

Part Average Cost

  • Cost Value
  • Part Number
  • Cost
  • Format Report for Exporting

Part Committed Report

  • Part Number
  • Format Report for Exporting

Part Cost Over Time

  • Part Number
  • Date Range
  • Format Report for Exporting

Part List

  • Costing Method
  • Part Number
  • Description
  • Show Active
  • Show Inactive
  • Format Report for Exporting
  • Show Description
  • Show Cost
  • Show Qty On Hand

Reorder Points

  • Part Number
  • Show Parts Without Reorder Points
  • Format Report for Exporting

PICKING

Pick Efficiency

  • User
  • Date Finished In the Date Range
  • Format Report for Exporting
  • Show Details

Pick Report

  • Pick Number
  • Format Report for Exporting
  • Show Address
  • Show Barcode
  • Show Country

Pick Ticket

  • Pick Number
  • Show Barcode As
  • Sort By
  • Show Committed
  • Combine Like Items
  • Sort By Location
  • Format Report for Exporting
  • Show Address
  • Show Barcode
  • Show Country

PRODUCT

Kit Report

  • Costing Method
  • Kit Number
  • Format Report for Exporting

Product Catalog

  • Product Tree
  • Product Number
  • Show Product Tree
  • Format Report for Exporting
  • Show Image
  • Show Price
  • Show Product Barcode
  • Show SKU
  • Show SKU Barcode
  • Show UPC
  • Show UPC Barcode

Product Catalog V2

  • Barcode
  • Uncategorized Products
  • Product Tree
  • Product Number
  • Alternate Report Title
  • Cover Page Image URL
  • Include Non Inventory Items
  • Include Service Items
  • Exclude Cover From Page Numbering
  • Hide Footer Information
  • Format Report for Exporting
  • Show Barcode
  • Show Cover Page
  • Show Inactive Products
  • Show Order Sheet
  • Show Product Price
  • Show Table of Contents

Product Price List

  • Group By
  • Product Tree
  • Product Number
  • SKU Search
  • UPC Search
  • Format Report for Exporting
  • SKU
  • UPC

PURCHASE ORDER

Advanced Purchasing By Sales Order

  • SO Number
  • Date Created
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Voided
  • Format Report for Exporting

Advanced Purchasing By Work Order

  • MO Number
  • Date Scheduled
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Picking
  • Voided
  • Working
  • Format Report for Exporting

Auto PO

  • Class
  • Location Group
  • Vendor
  • Date Range
  • Format Report for Exporting
  • Include No ROP/OUL
  • Include When Short/Always Create/Build To Order
  • Show Vendor Part Number

Purchase Order Barcode

  • Status
  • PO Number
  • Format Report for Exporting

Purchase Order Report

  • PO Number
  • Logo Alignment
  • Format Report for Exporting
  • Show Barcode
  • Show Status
  • Show Total Qty
  • Show Totals
  • Show Line Item Notes
  • Show Part Number
  • Show Memos
  • Show Notes
  • Show Outsource Return As
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show Vendor Account Number
  • Show Vendor Name
  • Use Vendor Name In Address

Purchase Order Summary

  • Apply Date Filter To
  • Group By
  • Show Qty
  • Show Vendor
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Report Title
  • Date Range
  • Bid Request
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Voided
  • Format Report for Exporting
  • Show Cost
  • Show Sales Orders
  • Show Work Orders

Purchase Order Summary Export

  • Show Qty
  • Show Vendor
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Report Title
  • Date Range
  • Bid Request
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Voided
  • Format Report for Exporting
  • Show Cost
  • Show Sales Orders
  • Show Work Orders

RECEIVING

Receiving History

  • Group1
  • Group2
  • Cost
  • Class
  • Location Group
  • Customer
  • Vendor
  • Part Number
  • Date Received
  • Include Misc Items
  • Format Report for Exporting
  • Show Customer Receipts
  • Show Quantity Totals
  • Show Vendor Receipts

Receiving List

  • Receiving
  • Format Report for Exporting
  • Include Item Barcode
  • Include Received Items
  • Show Barcode

Receiving Summary

  • Apply Date Filter
  • Date Range
  • Receiving
  • Location Group
  • Customer
  • Vendor
  • Part Number
  • Report Title
  • Show Purchase Orders
  • Show Sales Orders
  • Show Transfer Orders
  • Format Report for Exporting

Reconcile Report

  • PO Number
  • Part Number
  • Date Range
  • Format Report for Exporting

RMA

RMA Report

  • RMA Number
  • Format Report for Exporting
  • Show Barcode

RMA Summary

  • Item Type
  • RMA Number
  • Location Group
  • Customer
  • Product Number
  • Item Issue
  • Date Range
  • Order By Customer
  • Order Status Expired
  • Order Status Fulfilled
  • Order Status Open
  • Format Report for Exporting
  • Show RMA Details

SALES ORDER

Compare Sales By Month

  • Location Group
  • Last Month
  • This Month
  • Format Report for Exporting

Customer Purchase History

  • Group By
  • Apply Date Filter ToProduct Tree
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Product Number
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Order By Customer
  • Show Misc Sales
  • Show Shipping Items
  • Voided
  • Format Report for Exporting
  • Show Details

Discount Summary

  • Customer
  • SO Number
  • Discount Name
  • Date Range
  • Format Report for Exporting
  • Show Detail

Gross Sales By Product

  • Report Title
  • Parts To Show
  • Date Range
  • Include Returns
  • Format Report for Exporting
  • Show Data
  • Show Dollar Graphs
  • Show Quantity Graphs
  • Show Quantity Sold
  • Show Timestamp
  • Show Totals

Gross Sales By Product Tree

  • Product Tree
  • Date Range
  • Include Credit Return Items
  • Show Each Product Once
  • Format Report for Exporting
  • Show Data
  • Show Graphs

Gross Sales By Salesperson

  • Number To Show
  • Date Range
  • Format Report for Exporting
  • Show Data
  • Show Graphs

Inventory Allocated To Sales Orders

  • Costing Method
  • Group By
  • Product Number
  • Date Range
  • Format Report for Exporting
  • Show Details

Margins By Sales Order

  • Sales Person
  • Location Group
  • Customer
  • SO Number
  • Date Range
  • Include Returns
  • Include Shipping
  • Show Closed Short
  • Show Details
  • Show Estimate
  • Show Fulfilled
  • Show In Progress
  • Show Issued
  • Show Voided
  • Format Report for Exporting
  • Show COGS
  • Show Margins

Margins Report

  • Group By
  • Product Tree
  • Sales Person
  • Location Group
  • Customer
  • Product Number
  • SO Number
  • Date Range
  • Include Returns
  • Include Shipping
  • Format Report for Exporting

MTD Sales

  • Date
  • Report Title
  • Format Report for Exporting

Outstanding Items

  • Sort By
  • Customer
  • Fulfillment Date
  • Format Report for Exporting

POS Hourly Breakdown

  • Date Range
  • Sales Person
  • Location Group
  • Customer
  • Register Name
  • Begin Work Day
  • End Work Day
  • 1 Sunday
  • 2 Monday
  • 3 Tuesday
  • 4 Wednesday
  • 5 Thursday
  • 6 Friday
  • 7 Saturday
  • Format Report for Exporting

POS Receipt

  • SO Number
  • Display Seller
  • Format Report for Exporting
  • Include Customer Part Numbers
  • Show Barcode
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Company Address
  • Show Country
  • Show Items
  • Show Memos
  • Show Revision
  • Show Status

Price Discrepancy

  • Sales Person
  • Customer
  • SO Number
  • Date Range
  • Format Report for Exporting

Pricing Rules

  • Pricing Name
  • Format Report for Exporting

Products On Order

  • Customer
  • Product Number
  • Date Due
  • Format Report for Exporting

Receipt 2in

  • SO Number
  • Format Report for Exporting
  • Show Country

Receipt 3in

  • SO Number
  • Gift Receipt
  • Format Report for Exporting
  • Show Country

Returned Sales

  • Sales Person
  • Customer
  • Product Number
  • Date Range
  • Format Report for Exporting

Sales Backorder Report

  • Sort By
  • Location Group
  • Customer
  • Product Number
  • SO Number
  • Date Range
  • Estimate
  • In Progress
  • Issued
  • Format Report for Exporting
  • Show Backorders Only
  • Show PO For Short Items

Sales By Count

  • Group By
  • Sort By
  • Sales Person
  • Class
  • Location Group
  • Customer Group
  • Date Range
  • Format Report for Exporting

Sales By Month

  • Product Number
  • Date Range
  • Format Report for Exporting

Sales Invoice

  • SO Number
  • Show Payments
  • Show Credit Card Number
  • Show Pay Online button
  • Show Tax Rate Name
  • Add Tax Integration Estimated Tax To Total
  • Show Barcode
  • Show Contact
  • Show Memos
  • Show Order Notes
  • Show Revision
  • Show Status
  • Show Totals
  • Display Seller
  • Logo Alignment
  • Show Date
  • Format Report for Exporting
  • Include Customer Part Numbers
  • Show Line Item Notes
  • Show Zero Price Items
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Customer Name In Address
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show BOM On WO Items
  • Show Description On WO Items
  • Show Adjustment Amounts
  • Only Show BOM Price Adjustments

Sales Order Report

  • SO Number
  • Show Payments
  • Show Credit Card Number
  • Show Pay Online button
  • Show Tax Rate Name
  • Add Tax Integration Estimated Tax To Total
  • Is Invoice
  • Show Barcode
  • Show Contact
  • Show Memos
  • Show Order Notes
  • Show Revision
  • Show Status
  • Show Totals
  • Display Seller
  • Logo Alignment
  • Show Date
  • Format Report for Exporting
  • Include Customer Part Numbers
  • Show Line Item Notes
  • Show Zero Price Items
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Customer Name In Address
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show BOM On WO Items
  • Show Description On WO Items
  • Show Adjustment Amounts
  • Only Show BOM Price Adjustments

Sales Order Summary

  • Ship To State/Province
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Product Number
  • Filter by SO Custom Field Number
  • Apply Date Filter To
  • Date Range
  • Group By
  • Include Returns
  • Order By Customer
  • Show Historical Product Number
  • Show SO Details
  • Report Title
  • Format Report for Exporting

Sales Order Summary Export

  • Class
  • Location Group
  • Customer
  • Product Number
  • Filter by SO Custom Field Number
  • Apply Date Filter To
  • Date Range
  • Group By
  • Include Returns
  • Order By Customer
  • Show Historical Product Number
  • Show SO Details
  • Report Title
  • Format Report for Exporting

Sales Order Taxes

  • Group By
  • Apply Date Filter To
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Tax Rate
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Include Line Item Tax
  • Issued
  • Voided
  • Format Report for Exporting
  • Show SO Line Items

Sales Order Tracking

  • Search Type
  • Customer
  • SO Number
  • Tracking Value
  • Date Range
  • Tracking Date
  • Format Report for Exporting

Sales Production Demand

  • Location Group
  • Customer
  • SO Number
  • Part Number
  • Date Range
  • Show Raw Goods
  • Format Report for Exporting

Service Order

  • SO Number
  • Display Seller
  • Show Date
  • Format Report for Exporting
  • Include Customer Part Numbers
  • Only Show BOM Price Adjustments
  • Show Adjustment Amounts
  • Show BOM On WO Items
  • Show Barcode
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Company Address
  • Show Country
  • Show Credit Card Number
  • Show Currency Totals
  • Show Description on WO Items
  • Show Home Currency
  • Show Home Currency Totals
  • Show Line Item Notes
  • Show Memos
  • Show Payments
  • Show Products With Zero Dollar Value
  • Show Revision
  • Show Status

SO To PO Margin

  • Sort By
  • Sales Person
  • SO Number
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Void
  • Format Report for Exporting

TPS Report

  • Date Range
  • Format Report for Exporting
  • Include Cover Sheet

Z Report

  • Sort By
  • Payment Method
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Register
  • Date Range
  • Format Report for Exporting

SHIP

Bill Of Lading

  • Shipping Number
  • 3rd Party Address
  • 3rd Party Address Line2
  • 3rd Party Address State Zip
  • 3rd Party Country
  • 3rd Party Name
  • Class
  • NMFC =
  • Pro Number
  • Report Title
  • Serial Number(s)
  • Trailer Number
  • Hazardous Materials
  • Format Report for Exporting
  • Show BOL Barcode
  • Show Country
  • Show Pro Num Barcode
  • Show Total Qty
  • Show Total Weight
  • Show Barcode
  • Show Country

Inventory Shipping Summary

  • Carrier
  • Customer
  • Product Number
  • Address
  • Date Range
  • Show items with no state
  • Format Report for Exporting

Packing List

  • Shipping Number
  • Contact To Show
  • Layout Format
  • Logo Alignment
  • Order Number
  • Show Back Order Items
  • Show Kit Headers
  • Show Historical Qty Remaining
  • Show Total Qty
  • Show Tracking
  • Show Country
  • Show Carton Info
  • Show Delivery Signature
  • Show Order Notes
  • Blind Shipment
  • Show Barcode
  • Show Company Name
  • Show Unique Ship Numbers
  • Format Report for Exporting

Shipment History

  • Sort By
  • Carrier
  • Report Title
  • Date Shipped
  • Issue Date
  • Format Report for Exporting
  • Include Purchase Orders
  • Include Sales Orders
  • Include Transfer Orders

Shipping Invoice

  • Shipping Number
  • Logo Alignment
  • Order Number
  • Show Pay Online button
  • Format Report for Exporting
  • Include Kits In Item Numbering
  • Show Carton Info
  • Show Delivery Signature
  • Show Note
  • Show Barcode
  • Show Company Name
  • Format Report for Exporting
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone
  • Show Country
  • Show Total Qty
  • Show Totals

UPS High Value Report

  • Shipping Number
  • Format Report for Exporting

TRANSFER ORDER

Transfer Order Report

  • TO Number
  • Show Country
  • Format Report for Exporting
  • Show Barcode
  • Show Revision

Transfer Order Summary

  • Apply Date Filter To
  • Group By
  • Sort By
  • From Location Group
  • To Location Group
  • Date Range
  • Closed Short
  • Entered
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Partial
  • Picked
  • Picking
  • Request
  • Shipped
  • Voided
  • Format Report for Exporting
  • Show Details
  • Show Quantity Ordered
  • Show Quantity Remaining
  • Show Quantity Shipped

USER

User Access Rights

  • User
  • Format Report for Exporting

User Login Log

  • Sort By
  • User
  • Date Range
  • Format Report for Exporting

VENDOR

Part Vendor List

  • Part
  • Format Report for Exporting

Vendor Address

  • Sort By
  • Format Report for Exporting
  • Show Country

Vendor Address List

  • Address Type
  • Contact Type
  • State
  • Zip Code
  • Format Report for Exporting
  • Show Country

Vendor Backorder Report

  • Group By
  • Vendor
  • Part Number
  • Date Range
  • Format Report for Exporting

Vendor Fulfillment History

  • Group By
  • Sort By
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Closed Short
  • Fulfilled
  • Partial
  • Format Report for Exporting

Vendor Part List

  • Vendor
  • Format Report for Exporting

Vendor Performance Report

  • Apply Date Filter
  • Vendor
  • Part Number
  • Date Range
  • Format Report for Exporting

WORK ORDER

Inventory Allocated To Work Orders

  • Costing Method
  • Group By
  • Location Group
  • WO Number
  • Part Number
  • Date Range
  • Building
  • Entered
  • Fulfilled
  • Issued
  • Show Disassemble
  • Show Maintenance
  • Show Manufacture
  • Show Repair
  • Show Service
  • Format Report for Exporting

Outstanding Work Orders

  • Sort
  • Location Group
  • Date Due
  • Format Report for Exporting

Production Yield

  • WO Number
  • Part Number
  • Date Range
  • Format Report for Exporting

Work In Progress

  • Costing Method
  • Location Group
  • Location
  • Part Number
  • Format Report for Exporting
  • Show Details

Work Order Consumption

  • Location Group
  • WO Number
  • Part Number
  • Date Range
  • Format Report for Exporting
  • Show Details

Work Order Cost

  • WO Status
  • Apply Date Range To
  • Location Group
  • WO Number
  • Date Range
  • Format Report for Exporting
  • Show Details

Work Order Flag

  • Sort By
  • Location Group
  • WO Number
  • Add Header
  • Calendar Category
  • Report Title
  • Date Range
  • Show Category
  • Show Category Color
  • Show Purchase Order
  • Format Report for Exporting

Work Order Instructions

  • WO Number
  • Display Time
  • Format Report for Exporting
  • Show Assigned Users
  • Show Barcode
  • Show Completed
  • Show Details
  • Show Status

Work Order Report

  • WO Number
  • Format Report for Exporting
  • Show Barcode

Work Order Summary

  • Apply Date Range To
  • Group By
  • Search Part Type
  • Class
  • Location Group
  • Part Number
  • Calendar Category
  • Report Title
  • Date Range
  • Entered
  • Fulfilled
  • Issued
  • Started
  • Format Report for Exporting
  • Show Category Color

Work Order Traveler

  • WO Number
  • Report Title
  • Display Time
  • Format Report for Exporting
  • Show BOM Instructions
  • Show Barcode
  • Show Category
  • Show Category Color