Reports

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.

• 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.

• Item Location Report
• Product Sales Report

Samples- the articles below discuss the reports available from the Samples page.

• Print Labels Report
• Kit History Report
• Sample History Summary Report
• Late Checkouts Report

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 2 (MOSR2)
• Goals Report
• Summary Report Builder (SRB)
• 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.

• Delete Log Report