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2021-06-24 19:21:07 +00:00
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REPORTING SPECS
2021-06-24 V7 Stock report list:
ClientList Sample Client Banked Service Balance
ClientListDetailed Sample AVERY 5260 Client Postal Mailing Labels
ClientServiceRequestList Sample Customer Service Requests Report
ContactTitle.Label.List Contact titles list
ContractList Sample Summary Report of Contracts
HeadOfficeList Sample Head Office Contract Expiry
HeadOfficeListDetailed Sample AVERY 5261 Head Office Mailing Labels
LoanItemList Sample Loan Items & Present Status
MemoList Sample Memo list
NotifyDeliveryLogList Sample Notifications Deliveries Report
NotifySubscriptionList Sample Notification Subscription List
PartInventoryAdjustmentDetailed Sample Part Inventory Adjustments Detailed Report
PartInventoryAdjustmentList Sample Part Adjustments Summary List
PartList Sample Parts By Category Report
PartWarehouseInventoryList Sample Inventory Reconciliation Form Report
PartWarehouseInventoryList Sample ReOrder List
PartWarehouseInventoryList Sample Retail and Cost Inventory Values
PurchaseOrderDetailed Sample Purchase Order Detailed Report
PurchaseOrderList Sample Purchase Orders Summary Report
PurchaseOrderReceiptDetailed Sample Purchase Order Receipts Detailed Report
PurchaseOrderReceiptList Sample Purchase Order Receipts Summary Report
PurchaseOrderReceiptListDetailed Received Items Labels AVERY 12295
Rates Sample Rates List Report
ReportList Report Templates List Report
SearchResultList Sample Search Result List
ServiceBank Banked Service Showing Currency Balance Based on Grid Sorted Effective Date Using Script
ServiceBank Banked Service Showing Hours Balance Based on Grid Sorted Effective Date Using Script
ServiceBank Banked Service Using Grids Currency Balance
ServiceBank Banked Service Using Grids Hour Balance
TaxCodes Sample Tax Codes List report
UnitList Sample Total Number of Units Per Client
UnitList Sample Unit List
UnitList Sample Units Avery 5260 labels report
UnitMeterReadingList Sample Meter Reading List Displaying Difference Between
UnitModelList Sample Unit Model List report
UserList Sample User report List report
VendorList Vendor Contact List
WorkorderItemPartRequestList Parts Requests From Service Workorders Report
WorkorderPMDetailed PM Showing Client and Unit Report
WorkorderPMList Next Service Date Of PM's Report
WorkorderPMPartList Parts Needed For Upcoming PMs Report
WorkorderQuoteDetailed Sample Detailed Quote
WorkorderQuoteDetailed Sample Detailed Quote with Costs and with No Discount compared against Discount Price
WorkorderQuoteDetailed Sample Detailed Quote with Tasks
WorkorderQuoteDetailed Sample Detailed Quote without Scheduled Users Showing Report
WorkorderQuoteLaborList Sample Quotes Labor By Scheduleable User Report
WorkorderQuoteLaborList Sample Quotes Labor Summary Report
WorkorderQuoteList Quotes Summary Report
WorkorderQuotePartList Sample Quote Parts Summary Report
WorkorderServiceCustomList Sample Custom Fields Report
WorkorderServiceDetailed Sample Banked Detailed Service Workorder with Grand Total Repeats Report
WorkorderServiceDetailed Sample Billable Grouped By Client with Details and Total Report
WorkorderServiceDetailed Sample Call Back Report
WorkorderServiceDetailed Sample Client Claim Receipt
WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total Head Office Billed Report
WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total Report
WorkorderServiceDetailed Sample Detailed Service Workorder with Grand Total and Signature
WorkorderServiceDetailed Sample Dispatching Report
WorkorderServiceDetailed Sample Dispatching Report - each wo item starts on a new page
WorkorderServiceDetailed Sample Grand Total of All Listed Workorders Billable Items
WorkorderServiceDetailed Sample Labor Hours in Service Workorders Report
WorkorderServiceDetailed Sample Labor from Request Date Average Response Time
WorkorderServiceDetailed Sample Service Workorder with No Charge Amounts
WorkorderServiceDetailed Sample Total Billable Grouped By Client Report
WorkorderServiceDetailed Sample Total Billable Grouped By Project Includes No Charge Hours Report
WorkorderServiceDetailed Sample Unit History Billable Detailed Report
WorkorderServiceDetailed Sample Unit History Report
WorkorderServiceExpenseList Misc Expenses In Workorders Report
WorkorderServiceItemList Sample Outside Service Summary Report
WorkorderServiceItemList Sample Unit History Report Summary
WorkorderServiceItemList Sample Workorder Item Status
WorkorderServiceLaborList Sample Actual Total Hours Based on Entered Start and Stop Times Report with Grand Total
WorkorderServiceLaborList Sample Client Billing Hours Report with Grand Total
WorkorderServiceLaborList Sample Labor Hours By Client Report
WorkorderServiceLaborList Sample Scheduleable User Billing Hours Report with Grand Total Report
WorkorderServiceLaborList Sample User Billing Hours Report with Grand Total and Commission Report
WorkorderServiceList Sample Service Workorders Invoiced
WorkorderServiceLoanList Sample Loans Summary Report
WorkorderServicePartList Part Profit Loss
WorkorderServicePartList Parts Requested Via Quotes Report
WorkorderServicePartList Parts by Project Report
WorkorderServicePartList Sample Parts In Service Workorders Report
WorkorderServiceScheduledUserList Sample Scheduled Users Summary Report
WorkorderServiceTravelList Sample Scheduleable User Travel Summary Report
WorkorderServiceTravelList Sample Scheduleable User Travel Summary with Grand Total Report
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2020-09-25 OUTSTANDING REPORTING STUFF
This is stuff that may or may not be relevant in future, keeping here from my notes