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Combined display of all available logs of Fishbowl Advanced. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

18:58, 12 March 2025 NC talk contribs created page Report Gross Sales By Salesperson (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Salesperson.png}} This report displays the gross sales per salesperson for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. This report includes regular sales and credit returns in the total. Sales tax not included. The {{Button|Modify Report}} allows the following report filters to be customized: {{S...")
18:57, 12 March 2025 NC talk contribs created page Report Gross Sales By Salesperson Pie Chart (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Salesperson Pie Chart.png}} This report displays a pie chart of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module. The {{Button|Modify Report}} allows the following report filters to be custo...")
18:57, 12 March 2025 NC talk contribs created page Report Gross Sales By Salesperson Bar Graph (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Salesperson Bar Graph.png}} This report displays a bar graph of gross sales by sales person for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module. The {{Button|Modify Report}} allows the following report filters to be custo...")
18:57, 12 March 2025 NC talk contribs created page Report Gross Sales By Product (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Product.png}} This report generates the gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. The last page of this report is a pie graph of the sales data. This report only displays inventory, non-inventory, and service type products. Sales tax is not included. The {{Button|Modify Report}} allows...")
18:56, 12 March 2025 NC talk contribs created page Report Gross Sales By Product Tree (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Product Tree.png}} This report displays gross sales for a specific product tree or all product tree nodes in a specified timeframe. Returns product tree sales as a percentage of total sales and single product sales as a percentage of the respective tree the product belongs to. This report will only show products that are assigned a product tree category. Inventory, no...")
18:56, 12 March 2025 NC talk contribs created page Report Gross Sales By Product Pie Chart (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Product Pie Chart.png}} This report displays a pie chart of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''...")
18:56, 12 March 2025 NC talk contribs created page Report Gross Sales By Product Bar Graph (Created page with "right|border|400px|link={{filepath:Report-Gross Sales By Product Bar Graph.png}} This report displays a bar graph of gross sales for a date range specified, ordered from greatest to least. By default, this report runs for the current month. This report is most commonly used in the Reports gadget in the Dashboard module. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''...")
18:56, 12 March 2025 NC talk contribs created page Report Forecast Report (Created page with "right|border|400px|link={{filepath:Report-Forecast Report.png}} This report calculates a running total of allocated parts based on issued Sales Orders, Transfer Orders, Work Orders, and Purchase Orders. Allocated numbers are grouped by Location Group then by Part Number. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Location Group''' - Choose a specific locati...")
18:56, 12 March 2025 NC talk contribs created page Report Export Summary (Created page with "right|border|400px|link={{filepath:Report-Export Summary.png}} This report displays a list of PO, SO, and WO transactions that have been exported (or are pending export) to the accounting system. Work Order amounts reflect the total adjustments made, not the final cost of the work order. It groups by SO, PO, and WO. It will display the Customer, Vendor, total price, and total COGS per order. It will also display the Ref. # if the order...")
18:55, 12 March 2025 NC talk contribs created page Report Dormant Customers (Created page with "right|border|400px|link={{filepath:Report-Dormant Customers.png}} This report displays a list of customers who have not made a purchase within the specified number of days, with the ability to exclude customers who have been dormant for an extended period of time. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Dormant period''' - Customers who haven't ordered...")
18:55, 12 March 2025 NC talk contribs created page Report Discount Summary (Created page with "right|border|400px|link={{filepath:Report-Discount Summary.png}} This report generates a list of all discount line items on fulfilled sales orders in the system, totaled and grouped by discount. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Customer''' - Choose to run the report for a specific customer. Leave this field blank to run for all customers. ::* '''...")
18:55, 12 March 2025 NC talk contribs created page Report Default Account Mapping (Created page with "right|border|400px|link={{filepath:Report-Default Account Mapping.png}} This report displays a list of the Fishbowl Accounts and the default account they tie to in the accounting system. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' - Removes the page breaks and displays the report on one long page for exporting to CSV, E...")
18:55, 12 March 2025 NC talk contribs created page Report Cycle Count List (Created page with "right|border|400px|link={{filepath:Report-Cycle Count List.png}} This report generates a list of all parts and current quantities organized by location group and location. There is a blank line to write in the actual part quantities during a physical count of inventory. This is also known as a Physical Inventory Worksheet. Items are grouped by Location Group then Location. The {{Button|Modify Report}} allows the following report filte...")
18:54, 12 March 2025 NC talk contribs created page Report Customer Statement (Created page with "right|border|400px|link={{filepath:Report-Customer Statement.png}} This report displays a statement for one or more customers showing all unpaid sales orders, payments made, and balances remaining. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Add Net Days To''' - This option modifies which date is used when the '''Due Date Includes Net Days''' option is en...")
18:54, 12 March 2025 NC talk contribs created page Report Customer Purchase History (Created page with "right|border|400px|link={{filepath:Report-Customer Purchase History.png}} This report generates the purchase history for a customer or product in a given date range. Credit return orders are not included on this report. It also has options to include/exclude shipping and misc sales. Sales Tax is not included. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''REQUIRED TAB''' :...")
18:54, 12 March 2025 NC talk contribs created page Report Customer Price List (Created page with "right|border|400px|link={{filepath:Report-Customer Price List.png}} This report displays a product price list for a specific customer. It takes pricing rules that apply to that customer into account to determine the price. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''REQUIRED TAB''' ::* '''Customer''' - Choose a specific customer to run the report for. {{Spacer}}'''OPTIONAL TA...")
18:53, 12 March 2025 NC talk contribs created page Report Customer Details List (Created page with "right|border|400px|link={{filepath:Report-Customer Details List.png}} This report shows a detailed list of all customers with all of their addresses and contacts per address. This report groups by customer. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Address Type''' - Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To, or...")
18:53, 12 March 2025 NC talk contribs created page Report Customer Address List (Created page with "right|border|400px|link={{filepath:Report-Customer Address List.png}} This report displays customer addresses. If a customer has multiple addresses, they will all show. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Address Type''' - Choose what types of addresses to show: All, Main Office, Home, Remit To, Bill To, or Ship To. ::* '''Contact Type''' - Ch...")
18:53, 12 March 2025 NC talk contribs created page Report Customer Address Labels (Created page with "right|border|400px|link={{filepath:Report-Customer Address Labels.png}} This report prints out customer address labels on an Avery 8160 label sheet. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Address Type''' - Choose what address types to include on the report: All, Ship To, Bill To, Remit To, Home, or Main Office. ::* '''Customer Group''' - Choose...")
18:52, 12 March 2025 NC talk contribs created page Report Costing Layer Valuation (Created page with "right|border|400px|link={{filepath:Report-Costing Layer Valuation.png}} This report generates a summary of the quantity and value of all parts currently on hand. This is a LIFO/FIFO based report. Use this report to compare inventory asset value between Fishbowl and the accounting system when running a FIFO or LIFO costing method in Fishbowl. The {{Button|Modify Report}} allows the following report filters to be customized: ...")
18:52, 12 March 2025 NC talk contribs created page Report Compare Sales By Month (Created page with "right|border|400px|link={{filepath:Report-Compare Sales By Month.png}} This report generates a report to compare sales by month per item. This report includes products that are inventory, non-inventory, shipping, and service type products. The price listed is total price the product has been sold for on all orders in that date range. Sales tax is not included. The {{Button|Modify Report}} allows the following report filters to...")
18:52, 12 March 2025 NC talk contribs created page Report COGS By Account Summary (Created page with "right|border|400px|link={{filepath:Report-COGS By Account Summary.png}} This report shows a summary of COGS value, per COGS account, and then is broken down by part and sales order number. It then totals per COGS account and also gives a grand total at the end. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Select a specific product...")
18:52, 12 March 2025 NC talk contribs created page Report Calendar Report (Created page with "right|border|400px|link={{filepath:Report-Calendar Report.png}} This report prints out all calendar events for a specified date range. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Order By''' - Choose how to order the events. Options are: Event Name, Start Date, End Date, Note, or Location. ::* '''Date Range''' - Enter the desired date range to see events for...")
18:52, 12 March 2025 NC talk contribs created page Report BOM Instructions (Created page with "right|border|400px|link={{filepath:Report-BOM Instructions.png}} This report displays the instructions from the {{#if:|{{{3}}}|Instructions tab of the]] {{Module|Bill of Materials|Instructions tab}}}}. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''REQUIRED TAB''' ::*...")
18:51, 12 March 2025 NC talk contribs created page Report Bill of Materials Report (Created page with "right|border|400px|link={{filepath:Report-Bill of Materials Report.png}} This report displays a bill of materials with its default options, stages, raw goods, and finished goods. The reports calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level sub-assembly cost. The total rollup cost at the top will equal the sum of all the costs displayed in green below...")
18:51, 12 March 2025 NC talk contribs created page Report Bill Of Lading (Created page with "right|border|400px|link={{filepath:Report-Bill Of Lading.png}} This report prints out a Bill of Lading Form to be filled out when needed for shipping. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''REQUIRED TAB''' ::* '''Shipping Number''' - Enter the order number to run the report for. {{Spacer}}'''OPTIONAL TAB''' ::* '''3rd Party Address''' - Address for the third party freight cha...")
18:51, 12 March 2025 NC talk contribs created page Report Available to Build (Created page with "right|border|400px|link={{filepath:Report-Available to Build.png}} This report shows the quantity of finished goods available to build based on raw good inventory levels. It is designed to give information about which finished goods can be produced using the current materials in inventory. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''BOM Number''' - Choose...")
18:50, 12 March 2025 NC talk contribs created page Report Auto PO (Created page with "right|border|400px|link={{filepath:Report-Auto PO.png}} This report generates a list of parts below reorder tolerance. This report runs the Auto-PO code and can take a few minutes to generate. The '''Needed''' column is calculated using the numbers in the other columns as follows. '''Needed=Order Up To – On Order – On Hand + Allocated''' The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OP...")
18:50, 12 March 2025 NC talk contribs created page Report Asset Valuation By Account (Created page with "right|border|400px|link={{filepath:Report-Asset Valuation By Account.png}} This report generates a summary of the quantity and total value of all parts currently on hand, broken down, and grouped by Inventory Asset account. This report lists costs for each costing method (FIFO, LIFO, Average, and Standard). The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::*...")
18:50, 12 March 2025 NC talk contribs created page Report Aging Report (Created page with "right|border|400px|link={{filepath:Report-Aging Report.png}} This report displays the age of inventory. It will show the part number, description, tracking, quantity, and the date the locations inventory were created, then giving a number of days old. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Group By''' - Choose to group by Location Group or by Part. If grou...")
18:49, 12 March 2025 NC talk contribs created page Report Advanced Purchasing By Work Order (Created page with "right|border|400px|link={{filepath:Report-Advanced Purchasing By Work Order.png}} This report looks at the fulfillment date on a work order and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the WO and the lead time of the item, the report shows you what day to place your PO. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''O...")
18:49, 12 March 2025 NC talk contribs created page Report Advanced Purchasing By Sales Order (Created page with "right|border|400px|link={{filepath:Report-Advanced Purchasing By Sales Order.png}} This report looks at the fulfillment date on a sales order and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'...")
18:49, 12 March 2025 NC talk contribs created page Report Adjustment Report (Created page with "right|border|400px|link={{filepath:Report-Adjustment Report.png}} This report shows a list of inventory adjustments by part number as well as the date the adjustment happened, whether the adjustment has posted to the accounting system, the type of adjustment (add initial inventory, cost change, cycle count, scrap), the quantity adjusted, and the dollar amount. The {{Button|Modify Report}} allows the following report filters to be cus...")
18:49, 12 March 2025 NC talk contribs created page Report ABC Report (Created page with "right|border|400px|link={{filepath:Report-ABC Report.png}} This report prints a list of parts, their current ABC Code, and their Projected ABC Code. Cost values are based on today’s cost. The Qty Used column shows the quantity used in manufacturing and/or sales activity for the given date range. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Costing Method''' - Ch...")
18:48, 12 March 2025 NC talk contribs created page Report 4x6 Product Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-4x6 Product Barcodes One Off.png}} This report prints product barcodes (Code 128) for 4x6 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers. ::* '''Count''' - Enter...")
18:48, 12 March 2025 NC talk contribs created page Report 4x6 Part Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-4x6 Part Barcodes One Off.png}} This report prints part barcodes (Code 128) for 4x6 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers. ::* '''Count''' - Enter the number of part...")
18:48, 12 March 2025 NC talk contribs created page Report 4x6 Location Barcode One Off (Created page with "right|border|400px|link={{filepath:Report-4x6 Location Barcode One Off.png}} This report prints location barcodes (Code 128) for 4x6 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Location Name, Tag Number, or Location Group. ::* '''Location Group''' - Choose a specific location group to run th...")
18:47, 12 March 2025 NC talk contribs created page Report 2x4 Product Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-2x4 Product Barcodes One Off.png}} This report prints product barcodes (Code 128) for 2x4 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers. ::* '''Count''' - Enter...")
18:47, 12 March 2025 NC talk contribs created page Report 2x4 Product Barcodes Avery (Created page with "right|border|400px|link={{filepath:Report-2x4 Product Barcodes Avery.png}} This report prints product barcodes (Code 128) for 2x4 Avery 8163 Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Choose a specific product number to run the report for. Leave this field blank to run for all product numbers. ::* '''Count''' - Enter t...")
18:47, 12 March 2025 NC talk contribs created page Report 2x4 Part Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-2x4 Part Barcodes One Off.png}} This report prints part barcodes (Code 128) for 2x4 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers. ::* '''Count''' - Enter the number of part...")
18:46, 12 March 2025 NC talk contribs created page Report 2x4 Part Barcodes Avery (Created page with "right|border|400px|link={{filepath:Report-2x4 Part Barcodes Avery.png}} This report prints part barcodes (Code 128) for 2x4 Avery 8163 Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a specific part number to run the report for. Leave this field blank to run for all part numbers. ::* '''Count''' - Enter the number of parts...")
18:45, 12 March 2025 NC talk contribs created page Report 2x4 Location Barcode One Off (Created page with "right|border|400px|link={{filepath:Report-2x4 Location Barcode One Off.png}} This report prints location barcodes (Code 128) for 2x4 One Off Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Location Name, Tag Number, or Location Group. ::* '''Location Group''' - Choose a specific location group to run th...")
18:08, 12 March 2025 NC talk contribs created page Report 2x4 Location Barcode Avery (Created page with "right|border|400px|link={{filepath:Report-2x4 Location Barcode Avery.png}} This report prints location barcodes (Code 128) for 2x4 Avery 8163 Labels. The {{Button|Modify Report}} allows the following report filters to be customized: {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Location Name, Tag Number, or Location Group. ::* '''Location Group''' - Choose a specific location group to run the...")
15:07, 7 March 2025 NC talk contribs uploaded a new version of File:Shipping MO email subtab.png
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