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  1. Export to Google Sheets

    To have the option to Export to Google Sheets.

    We use this on Xero alot so it would be great for Current to have the option as well?

    So you would have export to: Excel, CSV, Google Sheet

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Updated contracts

    I want to be able to print contracts out with an updated list of items that have been either checked out or checked in. Most customers need a receipt when dropping off gear that had been rented. If an item or items wasn't returned Id like to give them paper showing what is missing on the spot.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. I want to create a report shows everything that should be out of the building and everything in stock

    I would like to create a report that is like the Rental asset listing report but shows everything that should be out of the building and everything that should be in the building

    8 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Opportunity cost report but for revenue

    The Opportunity Costs report is great, and it would be equally great to be able to do the same thing for revenue (ie export and sort by category, opportunity, etc)

    4 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sales quoted and future orders report

    I need sales forecasts for cash flow planning. This doesn’t seem to be available in the reports section. Ideally it would show prospects, quoted and orders. If the prospect and quoted projects had a probability flag the report could display best and worst case forecasts.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Product Rental Income report excluding Sub Rental Items

    My income report isn't accurate if it doesn't exclude items I have to sub-rental from vendors. It would be ideal to allow for a report that only lists income from items that were not sub-rented.

    7 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Management accounts report

    It would be very handy for us if there was a report that showed opportunities, income, costs, and profits for a given timeframe. This is useful for producing management accounts. At the moment we're inputting all this data into a spreadsheet manually which is very time consuming.

    7 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Report by Product Group

    I would like to be able to run an Income Report by Product Group with months in columns at the top and totals at bottom. It would be great if this could combine Rental, Sale and Service Items all in one report.

    It is very time consuming to download each of these separately and sort and get the information i need.

    7 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Have a report showing dollar value of quotes and bookings of upcoming months

    Can you have a report showing total dollar value of quotes and bookings in the system for following and upcoming months for budgeting purposes. It would be good if you could filter the total between confirmed bookings and quotes. If this could also include the current month so you could then get a total value of bookings and quotes (not just bookings) in the system. Management ask for this every month to get an idea of how we are going financially and I have to click on each booking and quote and add them up manually!

    8 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Purchase and sold price of stock including each serialised product

    Ability to track the price items are purchased for and sold for. Including serialized items that are purchased for different prices

    2 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Product depreciation

    This would allow your products to have the original purchase cost set against the, this would then have a predefined depreciation amount where it would take a preset fee/percentage from each hire of an item that would go towards repaying the original purchase cost, perhaps you could you also reflect this in the profit percentage that you and it could tell you how many hires you would need to pay off the original purchase cost?

    19 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add ROI to Product Rental Income report

    Please can we add a field to the report labelled ROI? Each stock item is added to Current including the REPLACEMENT COST data, so replacement cost (purchase cost) - Income = ROI + or - £X amount. This is an ideal way to see if a stock item is in negative or in profit and by how much. ROI. Please add this field to current in the product rental income report, everybody wants to know easily if a stock item is still in the red, or in the green and by what figure. THANK YOU. Regards, Stewart ~ Panny Hire…

    6 votes
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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Custom Reports

    A reporting framework that could have a series of pre made reports such as:

    - item history
    - revenue/profit per item
    - top performing customers
    - average hire values

    And then some form of syntax/sql to allow for us to create our own custom reports from the data available. Sirportly (www.sirportly.com) does this really nicely.

    475 votes
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    49 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to comment and vote on this idea. Hearing about the kind of reports you’d like to be able to pull is really useful; we’ve been able to add a few popular reports, like the stock transactions report and the opportunity sub-rents report, based on your feedback.

    Right now lots of you are using custom views for reporting. They’re a great way of seeing and sorting the data in Current, and we’re working on some improvements to them that should address this idea directly.

    At the moment, custom views can be created in one module and can display and filter data that’s within that module. We’re strengthening custom views so that in future you’ll be able to access data from related modules.

    For example, from an opportunity custom view you’ll be able to access organization or opportunity item attributes. This should allow you to build some…

  14. Report to show Profit Margins made on each event/customer

    Perhaps within the Customer Income Report, an additional column to show what Profit Margin was made against the customer (income minus the costs).

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. "Relatively" easy method for custom reporting

    On each opportunity screen there is already a button that downloads a csv dump of line item data on that particular opportunity. If the Current programmers could do a little tweak and include as few as 4 extra columns to the outputted csv file, then we might have the basis of an almost comprehensive reporting capability.
    Those four columns would be:
    Opportunity ID
    Organisation ID
    Product ID
    Row is heading? TRUE/FALSE

    So, with no extra buttons and no GUI changes, you could then download a csv for each opportunity and copy/paste into a master sheet to get all line items…

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Sales Tax Payment Calculation Report

    A payment that includes Current Information of Payment Date, Payment Method, Invoice Number, Payment Amount but also includes

    Opportunity Total With Tax
    Rental Charge Total, (not absolutely necessary)
    Sale Charge Total (not absolutely necessary)
    Service Charge Total
    Charge Total
    Tax Total
    Tax Class

    If possible the sales tax rate Name (in our case the city name) If this isn't possible then
    Is it a Delivery Yes or No
    Delivery City

    Currently to calculate sales tax payable we are running Payment report, custom invoice report & opportunity report to get all the information. Once all information is gather then it must…

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow text item product groups for Revenue & Costs Summary

    When sub renting equipment, it would be great to attach a text item to an existing product group so that when I run a report it is contained within that category (goes in to the lighting income for example).

    At the moment it just groups the text items together.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Budget monitoring tool/report

    I would like an opportunity cost report that could filter by project and/or opportunity. Eg a project budget tool to manage opportunity costs against a budget set. This would need to items to be set to a cost group and cost to be set to a cost group.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Purchases and Write offs Report

    This could be an addition to the Reports tab.
    Pull a report by date range that lists a each type of stock movement. You currently have the following options under product transactions.
    Buy
    Sell
    Find
    Write-off
    Make

    Exportable to csv. excel etc..
    This would allow users to look at transactions in order to account for movements in stock for end or quarter / end of year financial reporting. The current method of looking via each product window is very time consuming. Whilst you can export the current stock level of the inventory there is no information of how you arrived…

    14 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Report showing sub rented items which also have availability

    A report or filter on the planner to show stock which has availability but which is also on a sub rent will be handy! We quite often have items bought back from site which havent been used on an installation. We'd like to be able to pick up on this fluctuation in stock and reduce our sub rent order accordingly

    3 votes
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