Anonymous

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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 supported this idea  · 
    Anonymous commented  · 

    I have a wish.
    My wish is to be able to use Current to analyse our sales data.
    I wish to see Total Turnover ( within a date range) available within Current ( not exported than add it myself)
    Total Turnover, Total Tax.
    Along side this I would hope to be able to mine deeper for Total transport costs, Total Freelance staff etc.
    This info is then used to predict budgets for following year.

  2. 46 votes
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    1 comment  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 

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