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

Windows

inFlow Cloud for Windows

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 FiltersUse this filter to…
Assembled ByShow only data from work orders assembled by the specified user.
Balance FromShow only data for customers who owe you more than a certain amount of money (i.e., enter a starting balance to search for).
Balance ToShow only data for customers who owe you less than a certain amount of money (i.e., enter an maximum balance to search for).
CategoryShow only data for products in a specified product category.
CityShow only data from sales orders, customers, or vendors with a specific city in any of their addresses.
Completed DateShow only data from work orders with the specified completed date.
Counted ByShow only data from count sheets counted by a specific person.
CountryShow only data from sales orders, customers, or vendors with a specified country in any of their addresses.
CurrencyShow 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.
CustomerShow only data for a specified customer.
Date PaidShow only data from sales orders that were fully paid during a specified time period.
Finish DateShow only data from count sheets that were finished within a specified time period.
Inventory Movement DateShow only data for inventory movements that happened within a specified time period.
Inventory StatusShow only data from sales orders with a specified fulfillment status.
Invoice DateShow only data from sales orders that have an invoice date within a specified time period.
Last Order DateShow only data for customers whose most recent sales order date falls within a specified time period.
LocationUse 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 DateShow only data from sales or work orders with an order date that falls within a specified time period.
Payment DateShow only data from payments made within a specified time period.
Payment MethodShow only data from payments with a specified payment method.
Payment StatusShow only data from sales orders with a specified payment status.
Payment TermsShow only data from customers, vendors, or orders with the specified payment terms.
Payment TypeShow only data from payments with the specified payment type.
PO DateShow only data from purchase orders with an order date that falls within a specified time period.
PO Date PaidShow only data from purchase orders that were fully paid within a specified time period.
PO Inventory StatusShow only data from purchase orders with a specified fulfillment status.
PO LocationShow only data from purchase orders with a specified order location.
PO Payment StatusShow only data from purchase orders with a specified payment status.
Pricing / CurrencyShow only data from customers or sales orders using a specified pricing scheme and currency.
ProductsShow only data for certain products.
Requested Ship DateShow only data from sales orders with a specified requested ship date.
Sales RepShow only data from sales orders with a specified sales rep.
SerialShow only data for serialized products with the specified serial number.
Show QuotesShow only data from sales quotes and/or sales orders.
Start DateShow only data from count sheets started within a specified time period.
StateShow only data from customers, vendors, or orders with a specified state in the any of their addresses.
StatusShow only data from count sheets with the specified status.
SublocationShow only inventory data for a specified inventory sublocation.
Taxing SchemeShow only data from customers, vendors, sales orders, or purchase orders that use a specified taxing scheme.
Transaction DateShow only cost-affecting transactions that took place within a specified date range.
Transaction TypeShow only data from inventory movements of the selected type.
UserShow only inventory movements performed by a specified team member.
VendorShow only data for a specified vendor.
WO LocationShow only data for work orders picked/put away in the specified inventory location.
WO StatusShow only data for work orders with a specified progress status.
Zip/Postal CodeShow 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 OptionsReportDescription
Averaging Period (Days)Estimated Inventory DurationChoose 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.”
DiscountProduct Price ListApply a specified discount percentage to the prices in the report (use with “Discounted Price” column).
Include Zero QuantitiesInventory by LocationShow the quantity of every product in each location, even if the quantity is zero.
Only Show Products to ReorderStock Reordering ReportShow only products with a current anticipated quantity less than their reorder point.
Pricing / CurrencyInventory Details Report & Product Price ListChoose the pricing scheme and currency to use when generating price values for your inventory.
Show Inactive CustomersCustomer ListShow deactivated customers.
Show Inactive VendorsVendor ListShow deactivated vendors.
Show Only OutstandingBack Order ReportShow only items that have not been fully picked on sales orders.
Show Only OverdueCustomer Payment by OrderShow sales orders that have not been fully paid by the payment due date.
Show Only OwningCustomer Payment DetailsShow only data from customers who owe you money.
Target DateHistorical InventorySee 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 SettingsDescription
ColumnsShow or hide columns in the report. Helps control exactly which data is shown in the report.
OrientationChoose 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 ByChoose 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 ByDetermine 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 BySee First Sort By above.
Report TitleControls the printed title of the report (i.e., what appears at the top of the first page).
DescriptionDescribes 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.

Web

inFlow Cloud for Web

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.

Go to Main Menu > Reports to select the report you want to generate. From here you can choose what specific information you want displayed by selecting filters and groupings.

  1. Select the Filters button to choose what information you want in that specific report. Select each item from that drop down that you want to view. You will notice that as you select each item that category will be added to the top bar of the page.
  2. Next for each of those categories selected you can filter within them. Select each of those categories, select what you want to filter by, and press Apply as seen in the example image below where we have selected to view only orders in the Last 30 days.
  1. Once you have selected all of your filters, press the Generate button to create the report!
  2. You can sort the report by each column in ascending or descending order by going to the column headings, clicking on the name of the heading, where an arrow will appear.

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