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. Many reports can also be saved and accessed from the Reports page to support weekly, monthly, and even yearly evaluations. This page will provide a list of 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.
Accessing a Saved Report in OASIS
All Customizable Reports in OASIS
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.
- Inventory Status Report
- Consignment Activities Report
- Resell Activities Report
- The Inventory Activity Report
Software- the article below discusses the report available from the Software page.
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