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inFlow Inventory has a variety of reports that you can use to gather, print out, and share information about sales trends, payment, inventory levels, or other aspects of your business.

A list of reports.

Creating a Report

To create a report:

1. Click on Report List under Reports in the inFlow menu.
2. Click on the links (Sales, Purchasing, or Inventory) in the left panel to see a group of reports and its preview in the right panel.
3. Click on the required report to bring up the customization screen for that report.
4. Set the customization options for this report (see below)
5. Click the Generate Report button.

Quickly Access Recent Reports

In the inFlow menu, click Reports, the last 5 reports generated are shown which can be opened directly from there.

Customizing Individual Reports

You can customize various aspects of a report to gather the exact information you need. To show the Customizing options click >>More and to hide them click <<Less.

Filter By

In each report, you can filter the data to be displayed. For example, you might just want to see information on a certain Category of items or only look at Sales information over a certain period of time. The Filter By options includes Filter By: Products, Category, Location, Sublocation, Status, Custom Fields etc.

Options

Other options by which to filter the data to be displayed are Include Zero Quantities and Pricing Scheme. The Options displayed will vary with the type of report.

Display

Showing and Hiding Columns

You may wish to show or hide some columns in the report. Most reports have some columns that are optional. For example, you may not be interested in the Costing information on some reports. To show or hide the columns, check or uncheck the options next to them.

In addition, you will find that you have the ability to show the currency in which you wish your reports to display, choosing to see your sales numbers in the order currency (Foreign) vs. your default currency (Home) or both) as well as the option of adding custom fields as a column within the report.

Orientation

Select the Landscape or Portrait orientation for the report.

Group By

In many reports, you have different options as to how to group the lines together. For example, you may want to group the products in your report by category, or simply show them all as a single group. To select the grouping options, choose from the options in the Group By field.

Sorting

You may choose how to sort the lines in your reports. In the event of a tie, you can set secondary or tertiary sorting methods as well.

To choose a sorting method, set your choice of column to sort by in the First Sort By column. To do subsequent sorting in the event of a tie after the primary sort, you can set other columns in the Then Sort By columns.

Report Title

The Report Title is shown near the top of the printed reports. In each report, a default report title is supplied, but you can change this by editing the text in the Report Title field.

Description

The Report Description is a caption shown underneath the Report Title in the printed reports. By default, the Report Description is set based on the filters you set for this report, but you can also customize the description yourself.

Add to My Reports

Click Add to My Reports to save this report in My Reports so that you can have quick access to it.

Generate Report

After customizing all the options, click Generate Report. The report will be generated and displayed in the right panel.

My Reports

Save to My Reports

When a report is open you can click Add to My Reports to save this report in My Reports.

Open from My Reports

To open saved reports from My Report, click My Reports in the left Report List panel of the Reports List page and click the report that you need.

Update My Reports

If you have made any changes in the Report Settings, click Update My Reports to save the report settings for future use.

Delete from My Reports

To delete something from My Reports, click the close button [X] next to the Report.