Report options
When opening reports, I would like to be able to drill down to open additional information
We have done drill downs on a lot of reports
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Anonymous commented
It would be great to add customers' names and phone numbers to the reports. Also a link to email a pdf of that report would be great!
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Anonymous commented
I agree 100%...it would be nice to see items by customer and usage. And
report writer needs to be more user friendly. -
Anonymous commented
It would be very beneficial if you could easily customize reports or create ad hoc reports. The reports offered don't always provide the information you'd like or in the format you'd like to see it. In order to create a custom report now you have to contact Cougar Mountain or pay a third party vendor to create. More user friendly report options, please.
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Deb commented
Sales History Report--Add Non-Inventory Code to the selection criteria.
Revise the Summary Format so that it summarizes on the lowest sort level. -
Deb commented
Yes, this would be handy, especially on reports that do not provide the detail transaction information. For example, Sales by Sales Department--I use this to audit accurate Sales GL entry. If a transaction is questionnable, I would like to access the transaction description and inventory number to be able to determine if further research is needed..
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Dana Foster-Allen commented
Yes. I would definitely like to be able to drill down on reports (especially revenue and expense reports) so that I can see the detailed information. For example, It would be great to drill down on a summary report and see detailed information, such as all the items paid in a particular ap batch, etc.
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Anonymous commented
Yes, this would be great, if we were able to include more user defined fields in the report and leave some other fields out, that would be amazing. I do not like the function of inventory reports where we have to print out several reports just because each one has different information on it. There should be the ability to omit or include a broader range of fields, etc...