How do I adjust the content and layout of reports in inFlow Cloud?

inFlow Cloud contains a variety of reports that you can use to view financial and inventory information. Each report has various settings that you can use to customize the content and layout of the report to suit your needs.

After selecting a report from the list of reports, the settings that are available are listed on the left side of the inFlow Cloud window.  You can click >> More to view additional settings, Add to My Reports to save the report settings you have chosen to a list of saved reports, and Generate Report to create and view the report after you have selected your desired report settings.

Click on one of the following types of report setting to be brought to the appropriate section in this article:

Filter By

Your current filters are listed below the Filter By heading.  First comes the filter name, then the box for entering a filter option.

There are different filters available for different reports and clicking on the filter name lets you choose a different filter (e.g., switch Order Date to Invoice Date). All available filters are listed in the resulting drop down menu, as well as the option to Add or Remove a filter from the report.

 

inFlow Cloud Report Filters
Filter Name Use this filter to…
Assembled By Show only data from work orders assembled by the specified user.
Balance From Show only data for customers who owe you more than a certain amount of money (i.e., enter a starting balance to search for).
Balance To Show only data for customers who owe you less than a certain amount of money (i.e., enter an maximum balance to search for).
Category Show only data for products in a specified product category.
City Show only data from sales orders, customers, or vendors with a specific city in any of their addresses.
Completed Date Show only data from work orders with the specified completed date.
Counted By Show only data from count sheets counted by a specific person.
Country Show only data from sales orders, customers, or vendors with a specified country in any of their addresses.
Currency Show only data from vendors or purchase orders using a specified currency.
Custom Field (Customer) Show only data for customers that have the specified text in the selected custom field.
Custom Field (Purchase Order) Show only data from purchase orders that have the specified text in the selected custom field.
Custom Field (Product) Show only data from products that have the specified text in the chosen custom field.
Custom Field (Sales Order) Show only data from sales orders that have the specified text in the selected custom field.
Custom Field (Vendor) Show only data for vendors that have the specified text in the selected custom field.
Customer Show only data for a specified customer.
Date Paid Show only data from sales orders that were fully paid during a specified time period.
Finish Date Show only data from count sheets that were finished within a specified time period.
Inventory Movement Date Show only data for inventory movements that happened within a specified time period.
Inventory Status Show only data from sales orders with a specified fulfillment status.
Invoice Date Show only data from sales orders that have an invoice date within a specified time period.
Last Order Date Show only data for customers whose most recent sales order date falls within a specified time period.
Location Use this filter in a sales report to show only to show only data from sales orders with a specified order location, or in an inventory report to show only inventory data for a specified inventory location.
Order Date Show only data from sales or work orders with an order date that falls within a specified time period.
Payment Date Show only data from payments made within a specified time period.
Payment Method Show only data from payments with a specified payment method.
Payment Status Show only data from sales orders with a specified payment status.
Payment Terms Show only data from customers, vendors, or orders with the specified payment terms.
Payment Type Show only data from payments with the specified payment type.
PO Date Show only data from purchase orders with an order date that falls within a specified time period.
PO Date Paid Show only data from purchase orders that were fully paid within a specified time period.
PO Inventory Status Show only data from purchase orders with a specified fulfillment status.
PO Location Show only data from purchase orders with a specified order location.
PO Payment Status Show only data from purchase orders with a specified payment status.
Pricing / Currency Show only data from customers or sales orders using a specified pricing scheme and currency.
Products Show only data for certain products.
Requested Ship Date Show only data from sales orders with a specified requested ship date.
Sales Rep Show only data from sales orders with a specified sales rep.
Serial Show only data for serialized products with the specified serial number.
Show Quotes Show only data from sales quotes and/or sales orders.
Start Date Show only data from count sheets started within a specified time period.
State Show only data from customers, vendors, or orders with a specified state in the any of their addresses.
Status Show only data from count sheets with the specified status.
Sublocation Show only inventory data for a specified inventory sublocation.
Taxing Scheme Show only data from customers, vendors, sales orders, or purchase orders that use a specified taxing scheme.
Transaction Date Show only cost-affecting transactions that took place within a specified date range.
Transaction Type Show only data from inventory movements of the selected type.
User Show only inventory movements performed by a specified team member.
Vendor Show only data for a specified vendor.
WO Location Show only data for work orders picked/put away in the specified inventory location.
WO Status Show only data for work orders with a specified progress status.
Zip/Postal Code Show only data from sales orders with a specified zip/postal code in any of the addresses on the order, or for customers or vendors with a specified zip/postal code in any of their addresses.

Options

Options are report-specific settings that let you refine the data that you want to see in the report. Report options include the following:

 

inFlow Cloud Report Options
Option Name Report Description
Averaging Period (Days) Estimated Inventory Duration Choose the sales period inFlow uses to calculating how fast a product has been selling (e.g., last 90 days). Shipped or fulfilled would be considered “sold.”
Discount Product Price List Apply a specified discount percentage to the prices in the report (use with “Discounted Price” column).
Include Zero Quantities Inventory by Location Show the quantity of every product in each location, even if the quantity is zero.
Only Show Products to Reorder Stock Reordering Report Show only products with a current anticipated quantity less than their reorder point.
Pricing / Currency Inventory Details Report & Product Price List Choose the pricing scheme and currency to use when generating price values for your inventory.
Show Inactive Customers Customer List Show deactivated customers.
Show Inactive Vendors Vendor List Show deactivated vendors.
Show Only Outstanding Back Order Report Show only items that have not been fully picked on sales orders.
Show Only Overdue Customer Payment by Order Show sales orders that have not been fully paid by the payment due date.
Show Only Owning Customer Payment Details Show only data from customers who owe you money.
Target Date Historical Inventory See your inventory levels on a specific date. Note that the Historical Inventory report shows quantity owned as of the end of the target date.

Display

Display settings are used to control exactly which information should be shown in the report, and how to format the report. In order to see the display settings click More >>, which is located beside the Generate Report button. The Display section is available for all reports, but the options may vary.

Shown in the order they appear in the report settings, Display includes the following:

inFlow Cloud Report Display Settings
Display Setting Name Description
Columns Show or hide columns in the report. Helps control exactly which data is shown in the report.
Orientation Choose landscape or portrait orientation for your report. Landscape gives more column space, and portrait will let you show more rows on a single page.
Group By Choose how to group the content of the report. This is useful for improving the readability and calculating totals (e.g., total sales for one customer).
First Sort By Determine the order the data will appear on the report (after grouping). You can make up to three different Sort By choices. The sort order will start from the First selection and apply the others in the order they appear.
Then Sort By See First Sort By above.
Report Title Controls the printed title of the report (i.e., what appears at the top of the first page).
Description Describes what the report shows or is used for (appears only within the report settings). Occasionally the Description will be automatically filled based on the settings you have chosen for the report.

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