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Reporting/Analytics #75

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3point2 opened this Issue · 8 comments

1 participant

@3point2

Reported by yochai

We should have a de-facto way of doing reports on various invoices, payments, inventory, etc.

@3point2

i'm planning on adding a page with a bunch of information like reseller taxes, etc. can you specifically list what reports you would like to see? a page for inventory is covered as part of #4.

@3point2

Author: yochai
Take a look at any custom reports in vtiger.
Reseller taxes, what customers owe us, how much of a specific product/service sold, etc.

@3point2

for what customers owe us, go to the list of invoices and click on 'unpaid'.

i can add functionality for sales by product, good idea. keep 'em coming please.

@3point2

being able to filter invoices by creator is another biggie (#78)

@3point2

we also care about being able to have a good idea of what each customer owes (see #89)

@3point2

changing priority to high for reseller taxes functionality

@3point2 3point2 was assigned
@3point2

i've added a sales report that lists invoice items with various filters. i suspect that reseller taxes will need a separate report for 100% accuracy, waiting for a reply from our accountant.

@3point2

i've added the a 'tax' report that should do exactly what's needed for reseller stuff.

i'm also going to add a report for recent inventory movement (possibly all LogEntries) and maybe for "shopping list" functionality once i've added a 'par' field for stock... but will open separate issues for those.

@3point2 3point2 closed this
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