Our latest update to Current enhances the Reporting functionality so that now you can filter by date. Simply use the “Date Range” box at the top of the reports.
It's been a few years since we've used Current here at our company and still no custom reports. This is crucial guys, your existing reports don't cut it, not even close. Being able to print a report of my inventory, what the rental rate is, and what it's made year to date or even lifetime in the same report should be something I can build.
We definitely need better reporting.
I will echo what was said earlier: " Must have:
Invoices total p/mth
Quotes total p/mth
Orders total p/mth
Void opportunities p/mth
This allows us to know at a glance what is billed / going to be billed / maybe going ahead / lost opportunities. These should be preset drop down options. Everything must be date range manipulatable.
Also: a report that shows
-Sales by Month, Year, date range, to see at a glance how we are tracking
All the reports must be viewed within Current and not rely on exporting out to Excel !!!!!!"
I should be able to look at what rentals we have in the upcoming months already quoted and/or ordered, and same with looking back to prior months.Randy supported this idea ·
I like this idea, but just an idea for you and workaround, after exporting the fields that you need, you could just add an extra column in your excel file with the formula and drag it down to calculate for all items.