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  1. 475 votes
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    49 comments  ·  Customer Wishlist » 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…

    Anonymous commented  · 

    It would be very helpful to be able to download the summary of open outstanding invoices. We use current for billing and collections instead of going through quickbooks. In order to create monthly Statements, we have to manually enter the summary data on an excel file. Invoices appears to be one of the only areas that you cannot create a CSV or an XLS file. This type of file/data would make month end statements much easier and quicker.

    Anonymous supported this idea  · 
  2. 2 votes
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    0 comments  ·  Customer Wishlist » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared this idea  · 
  3. 70 votes
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    7 comments  ·  Customer Wishlist » Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 
  4. 59 votes
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    9 comments  ·  Customer Wishlist » People & Organizations  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 

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