Taylor

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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…

    Taylor supported this idea  · 
    Taylor commented  · 

    I agree that custom reports are ABSOLUTELY CRUCIAL to the inventory analysis my organization is looking to do. Specifically, I need the ability to report on utilization of inventory and understand the % of inventory that is generating revenue, and the remaining inventory that is unutilized. I can't work around this need with the current available reports or even with the data export views because the rental income reports and unrented and unsold stock reports do not include the stock level ID, so it is impossible to cross reference unrented stock or stock rental income with the entire inventory of stock. I see this issue was raised in 2015, when is this functionality projected to be available?

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