Customer Wishlist

I suggest you...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • include a report that is just like the 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
      vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
      • 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
        vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

          4 votes
          vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            4 votes
            vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • 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
              vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • 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?

                12 votes
                vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • Batch Plot Upcoming Orders

                  I would like to be able to go into Opportunities and select which filter I want to implement to study Opportunities or Orders on my books for the upcoming week(s). From there, I have the opportunity to download as a .csv file and that is very helpful. What would be extremely helpful to my weekly routine, would be the option to Generate a report of all the jobs that are shown in the Opportunities with Filter X applied. The user would then have a choice to apply a specific print template that they would typically see in an Order detail…

                  3 votes
                  vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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
                    vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      441 votes
                      vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        46 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Additional fields in product module to enhance profit margin calculation

                        We would like the additional fields in the Product module:

                        1. The purchase cost of the product
                        2. Lifespan of product. This would be number of hires the product is estimated to be used for.
                        3. Cost of product per hire. This would be an automated field that would divide the cost of the product (field number 1) by the number of hires (field number 2)

                        This would enhance the accuracy of our profit margin calculation.

                        4 votes
                        vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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
                          vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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.

                            4 votes
                            vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            • "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
                              vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Product Group Column To Stock Export Report

                                It would be very helpful if the stock export had a column indicating the Product Group for each item.

                                Annually as we audit our inventory, we start by printing a stock report and ideally we would go from one Product Category at a time, but the stock report doesn't tell us what category each item is in. Yes, we can pull a product report and that will tell us, but the product report cannot be used to audit stock levels.

                                3 votes
                                vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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
                                  vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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
                                    vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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
                                      vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
                                        vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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

                                          1 vote
                                          vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1
                                          • Don't see your idea?

                                          Feedback and Knowledge Base