OASIS reports can compile data quickly to reveal patterns and information that is vital for supporting the everyday functions and decision-making needs of a business. OASIS offers prebuilt reports for convenience as well as customizable reports that allow users to build reports from scratch that perfectly suits their needs. Many reports can also be saved and accessed from the Reports page to support weekly, monthly, and even yearly evaluations. This page discusses the various reports available on each OASIS page. Note: some reports can be accessed from more than one page in OASIS; therefore, for convenience, this page will list the report article in every location from which it can be accessed.
Report Basics- the articles below discuss reporting basics, such as accessing saved reports and troubleshooting report discrepancies.
O4 Dashboard- the articles below discuss the reports available from the O4 Dashboard page.
- My Order Summary Report
- Quote Summary Report
- Order Summary Report (Customizable Order Summary Report)
- Invoice Summary Report
Projects- the articles below discuss the reports available from the Projects page.
- Customizable Quote Listing Report
- Customizable Quote Listing - Line Level Report
- Customizeable Quote Summary Reports
- Customer Success Report
- Project Status Report
- Send Shipping Status Report
- Project by Status Report
- Project Profitability Report
- Project Followup Report
- Quote Listing Report
- Bid Board Report
- Spec Registration Listing Report
- Project Recap Report
- Follow-Up Assignments
Price Lookup- the articles below discuss the reports available from the Price Lookup page.
Samples- the articles below discuss the reports available from the Samples page.
Quotes- the articles below discuss the reports available from the Quotes page.
- Customizable Quote Listing Report
- Customizable Quote Listing - Line Level Report
- Customizeable Quote Summary Reports
- Bid Board Report
- Spec Registration Listing Report
- Project Recap Report
- Project Status Report
- Send Shipping Status Report
- Project by Status Report
- Project Profitability Report
Orders- the articles below discuss the reports available from the Orders page.
- Order Transaction Reports
- Bookings
- Orders Without Invoices
- Orders Open to Invoice
- Canceled Orders
- Orders Written Off
- Order Backlog
- Customizable Order Listing
- Customizable Order Listing - Line Level
- Customizeable Order Summary Reports
- Order Status Report
- Send Shipping Status Report
- Order History Report
- Shipping Date Request Report
- Manage Shipping Performance Report
- Product Sales Report
- Order Summary Report
- Close and File Report
Invoices- the articles below discuss the reports available from the Invoices page.
- Customer Statement of Invoices Report
- Customizable Invoice Listing Report
- Customzeable Invoice Summary Reports
- Aged Invoices Report
- Invoice Listing Report
- Invoiceable Resell POs Report
- Est. Shipping Date Report
- Audit Transaction Report
Payments- the articles below discuss the reports available from the Payments page.
- Customer Statement of Invoices Report
- Aged Invoices Report
- Commissions for Account Report
- Inside Sales Performance Report
- Days to Paid Report
- Customizable Payment Listing Report
- Customizable Payments Listing - Line Level Report
Reports- the articles below discuss the reports available from the Reports page.
- My Order Summary Report (MOSR)
- My Order Summary Report 2 (MOSR2)
- Top-Down Reporting
- Goals Report
- Summary Report Builder (SRB)
- Batch Report
- Customizeable Quote Summary Reports
- Customizeable Order Summary Reports
- Customizeable Invoice Summary Reports
Inventory- the articles below discuss the reports available from the Inventory page.
Software- the article below discusses the report available from the Software page.
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