Reporting/Analytics #75

Closed
3point2 opened this Issue Jan 16, 2012 · 8 comments

Comments

Projects
None yet
1 participant
Contributor

3point2 commented Jan 16, 2012

Reported by yochai

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

Contributor

3point2 commented Jan 16, 2012

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.

Contributor

3point2 commented Jan 16, 2012

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.

Contributor

3point2 commented Jan 16, 2012

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.

Contributor

3point2 commented Jan 16, 2012

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

Contributor

3point2 commented Jan 16, 2012

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

Contributor

3point2 commented Jan 16, 2012

changing priority to high for reseller taxes functionality

3point2 was assigned Jan 17, 2012

Contributor

3point2 commented Apr 16, 2012

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.

Contributor

3point2 commented May 9, 2012

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 closed this May 9, 2012

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment