Sam Bowden

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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…

    Sam Bowden supported this idea  · 
    Sam Bowden commented  · 

    I also think this would be vital to have as part of the software. At the moment I really need a very simple report that has 3 columns - total inventory, inventory available, inventory unavailable - this would allow me to stock take accurately against what Current says I have. I have suggested this on the wishlist but it doesn't haven't enough votes to be noticed the ability to create this myself would make life a lot easier and remove the stress of knowing that the thing I want definitely isn't going to be looked at.

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