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REPORTING SPECS
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REPORTING SPECS
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2021-06-24 V7 Stock report list:
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ClientList Sample Client Banked Service Balance
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ClientListDetailed Sample AVERY 5260 Client Postal Mailing Labels
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ClientServiceRequestList Sample Customer Service Requests Report
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ContactTitle.Label.List Contact titles list
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ContractList Sample Summary Report of Contracts
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HeadOfficeList Sample Head Office Contract Expiry
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HeadOfficeListDetailed Sample AVERY 5261 Head Office Mailing Labels
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LoanItemList Sample Loan Items & Present Status
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MemoList Sample Memo list
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NotifyDeliveryLogList Sample Notifications Deliveries Report
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NotifySubscriptionList Sample Notification Subscription List
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PartInventoryAdjustmentDetailed Sample Part Inventory Adjustments Detailed Report
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PartInventoryAdjustmentList Sample Part Adjustments Summary List
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PartList Sample Parts By Category Report
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PartWarehouseInventoryList Sample Inventory Reconciliation Form Report
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PartWarehouseInventoryList Sample ReOrder List
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PartWarehouseInventoryList Sample Retail and Cost Inventory Values
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PurchaseOrderDetailed Sample Purchase Order Detailed Report
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PurchaseOrderList Sample Purchase Orders Summary Report
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PurchaseOrderReceiptDetailed Sample Purchase Order Receipts Detailed Report
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PurchaseOrderReceiptList Sample Purchase Order Receipts Summary Report
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PurchaseOrderReceiptListDetailed Received Items Labels AVERY 12295
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Rates Sample Rates List Report
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ReportList Report Templates List Report
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SearchResultList Sample Search Result List
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ServiceBank Banked Service Showing Currency Balance Based on Grid Sorted Effective Date Using Script
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ServiceBank Banked Service Showing Hours Balance Based on Grid Sorted Effective Date Using Script
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ServiceBank Banked Service Using Grids Currency Balance
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ServiceBank Banked Service Using Grids Hour Balance
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TaxCodes Sample Tax Codes List report
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UnitList Sample Total Number of Units Per Client
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UnitList Sample Unit List
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UnitList Sample Units Avery 5260 labels report
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UnitMeterReadingList Sample Meter Reading List Displaying Difference Between
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UnitModelList Sample Unit Model List report
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UserList Sample User report List report
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VendorList Vendor Contact List
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WorkorderItemPartRequestList Parts Requests From Service Workorders Report
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WorkorderPMDetailed PM Showing Client and Unit Report
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WorkorderPMList Next Service Date Of PM's Report
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WorkorderPMPartList Parts Needed For Upcoming PMs Report
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WorkorderQuoteDetailed Sample Detailed Quote
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WorkorderQuoteDetailed Sample Detailed Quote with Costs and with No Discount compared against Discount Price
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WorkorderQuoteDetailed Sample Detailed Quote with Tasks
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WorkorderQuoteDetailed Sample Detailed Quote without Scheduled Users Showing Report
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WorkorderQuoteLaborList Sample Quotes Labor By Scheduleable User Report
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WorkorderQuoteLaborList Sample Quotes Labor Summary Report
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WorkorderQuoteList Quotes Summary Report
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WorkorderQuotePartList Sample Quote Parts Summary Report
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WorkorderServiceCustomList Sample Custom Fields Report
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WorkorderServiceDetailed Sample Banked Detailed Service Workorder with Grand Total Repeats Report
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WorkorderServiceDetailed Sample Billable Grouped By Client with Details and Total Report
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WorkorderServiceDetailed Sample Call Back Report
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WorkorderServiceDetailed Sample Client Claim Receipt
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WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total Head Office Billed Report
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WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total Report
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WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total and Signature
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WorkorderServiceDetailed Sample Dispatching Report
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WorkorderServiceDetailed Sample Dispatching Report - each wo item starts on a new page
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WorkorderServiceDetailed Sample Grand Total of All Listed Workorders Billable Items
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WorkorderServiceDetailed Sample Labor Hours in Service Workorders Report
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WorkorderServiceDetailed Sample Labor from Request Date Average Response Time
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WorkorderServiceDetailed Sample Service Workorder with No Charge Amounts
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WorkorderServiceDetailed Sample Total Billable Grouped By Client Report
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WorkorderServiceDetailed Sample Total Billable Grouped By Project Includes No Charge Hours Report
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WorkorderServiceDetailed Sample Unit History Billable Detailed Report
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WorkorderServiceDetailed Sample Unit History Report
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WorkorderServiceExpenseList Misc Expenses In Workorders Report
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WorkorderServiceItemList Sample Outside Service Summary Report
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WorkorderServiceItemList Sample Unit History Report Summary
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WorkorderServiceItemList Sample Workorder Item Status
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WorkorderServiceLaborList Sample Actual Total Hours Based on Entered Start and Stop Times Report with Grand Total
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WorkorderServiceLaborList Sample Client Billing Hours Report with Grand Total
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WorkorderServiceLaborList Sample Labor Hours By Client Report
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WorkorderServiceLaborList Sample Scheduleable User Billing Hours Report with Grand Total Report
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WorkorderServiceLaborList Sample User Billing Hours Report with Grand Total and Commission Report
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WorkorderServiceList Sample Service Workorders Invoiced
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WorkorderServiceLoanList Sample Loans Summary Report
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WorkorderServicePartList Part Profit Loss
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WorkorderServicePartList Parts Requested Via Quotes Report
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WorkorderServicePartList Parts by Project Report
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WorkorderServicePartList Sample Parts In Service Workorders Report
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WorkorderServiceScheduledUserList Sample Scheduled Users Summary Report
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WorkorderServiceTravelList Sample Scheduleable User Travel Summary Report
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WorkorderServiceTravelList Sample Scheduleable User Travel Summary with Grand Total Report
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################################################################################################################################################################
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##################################
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##################################
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2020-09-25 OUTSTANDING REPORTING STUFF
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2020-09-25 OUTSTANDING REPORTING STUFF
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This is stuff that may or may not be relevant in future, keeping here from my notes
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This is stuff that may or may not be relevant in future, keeping here from my notes
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