Reports are one part of OASIS that will never be "complete" - everyone goes to market a little differently and the first set of needs that are affected are - Reports!
Quotes/Projects
- Customizable Quote Listing
- Customizable Report - Line Level
- Customizable Quote Summary
- Project Status & Followup Reports
- Quote Master Report
- Project Recap Report
- Customizable Quote Report
- Spec Registration Listing
- Follow-up reports
Orders
- Customizable Order Listing Report
- Customizable Report - Line Level
- Customizable Order Summary
- My Order Summary Reports (MOSR)
- My Order Summary Report 2 (MOSR2)
- MOSR2 - Year over Year Report
- Order Summary Report Across Years
- Top Down Reporting- (Available from the Reports application)
- Top Down Reports - Definitions
- Order Entry Reporting
- PO Summary - summarizes orders by month
- PO Summary Report by Specifiers
- Month of Monthly Report - Compares sales and commission to last year
- 12 Month Recap
- POs with NO Invoices applied
- PO's with Sales Balance (Open to Invoice)- PO's with Sales Balance (open to invoice)
- PO's written off with a balance due
- Hold Order Reporting
- Basic Bookings Report
- Bookings Report by Salesman
- Backlog Report
- Sales Goals and Reporting
- Monthly This Year vs Last Year Report
- 3 Year Summary Report
- Project Shipping Status Report
- Close and File Report
Price Lookup
Invoice
Payments
Other Areas
- Row Breaks in Customizable Reports
- Page Breaks in Customizable Reports
- Adjusted Values in Customizable Reports
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