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A Look at More Than 150 Reports in the Reports Module

December 22, 2017
The Reports module gives you access to more than 150 reports to help you organize your data and perform other important tasks. Here is a list of the available reports. You can also purchase custom reports and other industry-specific reports from the Fishbowl Store.

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  • Adjustment Report
  • Cost of Goods Sold by Account Summary
  • Default Account Mapping
  • Export Summary

Batch

By Date
  • Packing List
  • Pick Ticket
  • Sales Order Invoice
By Order
  • Manufacture Order Traveler
  • Pick Ticket
  • Sales Order Invoice
  • Work Order Traveler

Bill of Materials

  • Bill of Materials
  • Bill of Materials Standard Cost
  • Bill of Materials Instructions

Customer

  • Customer Address List
  • Customer Details List
  • Customer Price List
  • Customer Statement
  • Dormant Customers

Gadgets

  • Gross Sales by Product Bar Graph
  • Gross Sales by Product Pie Chart
  • Gross Sales by Salesperson Bar Graph
  • Gross Sales by Salesperson Pie Chart
  • Month-to-Date Cumulative Sales
  • Month-to-Date Sales Bar Graph
  • Turnover Bar Graph
  • Turnover Pie Chart

Inventory

  • Aging Report
  • Asset Valuation by Account
  • Costing Layer Valuation
  • Cycle Count List
  • Forecast Report
  • Historical Part Cost Report
  • Inventory Availability
  • Inventory Availability by Location Group
  • Inventory Valuation Summary
  • Inventory Variance
  • Lot History
  • On Hand
  • On Hand by Date
  • On Hand by Expiration Date
  • On Hand by Product Tree
  • Reorder Report
  • Turnover Report
  • Work Order Forecast Report

Labels

  • Customer Address Labels
  • Location Tag
  • Location Tag – One Off
  • New Tags
  • New Tags – One Off
  • New Tracking
  • New Tracking – One Off
  • New Tracking Incremental
  • New Tracking Incremental – One Off
  • Part Barcodes Avery
  • Part Barcodes by Purchase Order – Avery
  • Part Barcodes by Purchase Order – One Off
  • Part Barcodes – One Off
  • Product Barcodes – Avery
  • Product Barcodes by Receipt – Avery
  • Product Barcodes by Receipt – One Off
  • Product Barcodes by Sales Order – Avery
  • Product Barcodes by Sales Order – One Off
  • Product Barcodes – One Off
  • Receiving Label
  • Single Part Barcodes – Avery
  • Single Product Barcodes – Avery
  • Tag Barcodes – Avery
  • Tag Barcodes – One Off
  • UPS Label
  • UPS Return Label
  • Vendor Address Labels
  • Vendor Part Barcodes
  • Vendor Part Barcodes – One Off
  • Walmart Label

Manufacture Order

  • Manufacture Order Projected Cost
  • Manufacture Order Stage
  • Manufacture Order Traveler
  • Production Report

Other

  • Calendar Report
  • Reports
  • Tracking
  • Tracking Detail

Part

  • ABC Report
  • Part Accounts
  • Part Activity Report
  • Part Allocated
  • Part Average Cost
  • Part Committed Report
  • Part Cost Over Time
  • Part List
  • Reorder Points

Picking

  • Pick Efficiency
  • Pick Report
  • Pick Ticket

Product

  • Kit Report
  • Product Catalog
  • Product Price List

Purchase Order

  • Advanced Purchasing by Sales Order
  • Advanced Purchasing by Work Order
  • Auto Purchase Order
  • Purchase Order Barcode
  • Purchase Order Report
  • Purchase Order Summary

Receiving

  • Receiving History
  • Receiving List
  • Reconcile Report

RMA

  • RMA Report
  • RMA Summary

Sales Order

  • Compare Sales by Month
  • Discount Summary
  • Gross Sales by Product
  • Gross Sales by Product Tree
  • Gross Sales by Salesperson
  • Inventory Allocated to Sales Orders
  • Margins by Sales Order
  • Margins Report
  • Month-to-Date Sales
  • Outstanding Items
  • Point of Sale Hourly Breakdown
  • Point of Sale Receipt
  • Price Discrepancy
  • Pricing Rules
  • Products on Order
  • Purchase History
  • Receipt – 2 Inches
  • Receipt – 3 Inches
  • Returned Sales
  • Sales Backorder Report
  • Sales by Count
  • Sales by Month
  • Sales Order Report
  • Sales Order Summary
  • Sales Order Taxes
  • Sales Order Tracking
  • Service Order
  • Sales Order to Purchase Order Margin
  • TPS Report
  • Z Report

Ship

  • Bill of Lading
  • Inventory Shipping Summary
  • Packing List
  • Shipment History
  • Shipping Invoice
  • UPS High Value Report

Transfer Order

  • Transfer Order Report
  • Transfer Order Summary

User

  • User Access Rights
  • User Login Log

Vendor

  • Part Vendor List
  • Vendor Address
  • Vendor Address List
  • Vendor Backorder Report
  • Vendor Fulfillment History
  • Vendor Part List
  • Vendor Performance Report

Work Order

  • Inventory Allocated to Work Orders
  • Outstanding Work Orders
  • Work Order Consumption
  • Work Order Cost
  • Work Order Flag
  • Work Order Instructions
  • Work Order Report
  • Work Order Summary
  • Work Order Traveler
That is a lot of reports. We’ll have a change of pace next week as we quickly run through the Data module.