In the Module Options of the Report Module, you will find some other handy options that you might not already know about. The report that you have set up as the default report for each module will be the one that prints out when you click the “Print” icon in the module, or when you are prompted to print a report after completing a step while processing orders. Setting up Default Reports in specific modules can help you more easily get the reports you need, at the time you need them. But, what if you want to print or email a different report from these modules, when prompted? This can be accomplished in the Reports Module by choosing which Default Reports you want to have assigned to each Module within Fishbowl. the “Sales Order Report” in the Sales Order Module, or the “Pick Ticket” in the Picking Module). We suggest that you find the reports that most impact your business, and schedule them for automatic export on a daily basis.įishbowl has set up their own reports as defaults in specific modules (e.g. This report cannot be back-dated, so if you did not save a copy of the report on a given date, that report is lost forever. For example, the “On Hand by Date” report shows you the inventory quantities from your chosen date, but it displays the asset values as of today.Īnother example is the “Inventory Valuation Summary” report. One of the known problems in Fishbowl Inventory is that some reports are not accurate if you are back-dating the report. At the same time, the reports can also be emailed to a designated recipient. These reports can be exported as excel files (including csv’s), as pdf’s, or as Rich Text Files, which can be helpful if you want to keep a record of your reports within a designated folder.
Reports can be scheduled to export on a regular basis. For tips on saving multiple reports, but with different filters, see our last blog post, or give us a call. Another thing to be aware of is that the reports on your Dashboard will be displayed with whatever filters you have set on the report in the Report Module. Just remember that the more reports you add to the Dashboard, the longer it will take your Fishbowl Client to load. All of this can be done without having to go to the reports module to open the report. To help make your Dashboard complete, you can add any Fishbowl report, and then pull it up within a few moments. The Dashboard can be a helpful tool, especially to gauge the ebb and flow of your daily business activities. We continue along that path with a few more tips in this week’s post.
In our previous blog post, we discussed a few ways to make your reports easier to read, and more accessible.
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