Reports is one part of OASIS that will never be "complete" - everyone goes to market a little differently and the first set of needs that are affected are - Reports!

Many reports use the basic find feature in OASIS. For more information see the article "Using The Find Feature In OASIS".

• Saving a Report in OASIS
• Finding the Report You Need
• Troubleshooting an Incorrect Report - Bad transaction

Quotes/Projects

• Customizable Quote Listing Example - New 
• Customizable Report - Line Level - New
• Customizable Quote Summary - New
• Follow-Up Reports using (new) Customizable Quote Listing -  New
• Project Status & Followup Reports
• Quote Master Report
• Quotes Detail - By Sales Account, by Contractor
• Quote Summary - By Customer
• Project Recap Report
• Customer Success Report
• Customizable Quote Report - old
• Spec Registration Listing
• Jobs by Specifier Report
• Follow-up reports
• Pipeline Report for a Manufacturer

Orders

• Customizable Order Listing Report - New
• Customizable Report - Line Level - New
• Customizable Order Summary - New
• My Order Summary Reports (MOSR)
• My Order Summary Report 2 (MOSR2) - new
• MOSR2 - Year over Year Report
• Order Summary Report Across Years
• Top Down Reporting- (Available from the Reports application)
  • Top Down Reports - Definitions
  • Order Entry Reporting
  • PO Summary - summarizes orders by month
  • PO Summary Report by Specifiers
  • Month of Monthly Report - Compares sales and commission to last year
  • Month YTD Recap
  • 12 Month Recap
  • Top Specifiers Reporting
• POs with NO Invoices applied
• PO's with Sales Balance (Open to Invoice)- PO's with Sales Balance (open to invoice)
• PO's written off with a balance due
• Hold Order Reporting
• PO Detail Report by Salesperson (Account)
• Bookings report by Manufacturer or Customer
• Basic Bookings Report
• Bookings Report by Salesman
• Backlog Report
• Sales Goals and Reporting
• Monthly This Year vs Last Year Report
• 3 Year Summary Report
• PO Shipping Status Report
• Project Shipping Status Report
• My Order Summary Report 2

Price Lookup

• Item Location Report
• Product Sales Report

Invoice

• Customizable Invoice Summary - new
• Aged Invoice Report
• Invoice Listing
• Creating an "Aged Invoice Report" From Scratch

Payments

• Customizable Payment Listing - New
• Commission for Accounts (advanced!)
• Accounting Periods - Quick Start
• Accounting Periods - Details
• "Paid Sales"
• Days to Paid

Other Areas

• Row Breaks in (New) Customizable Reports
• Page Breaks in (new) Customizable Reports
• Adjusted Values in (new) Customizable Reports
• "By Manufacturer" Reporting in OASIS
• "By Agency" in TopDown (Rep and Manufacturer versions only)

Summary Reports

• Summary Report Builder (SRB)
  • PO Summary by Month
  • Specifier Performance
  • 12-Month Recap
  • Pie Charts