Randy

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  1. 474 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…

    Randy commented  · 

    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.

    Randy commented  · 

    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  · 
  2. 6 votes
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    1 comment  ·  Customer Wishlist » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Randy commented  · 

    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.

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