Reporting is an important way to view large amounts of information from inFlow. Take a look at the below categories for a description of all of the reports available.
Please note: select reports are only available for select plans or add-ons.
|Sales by Product Summary|
A list of products showing a summary of how much has been sold and purchased.
|Sales by Product Details|
A report which breaks down the products and sales orders to show you how well a product has been selling.
|Sales Order Summary|
Shows a summary of financial information for a number of sales orders.
|Sales Order Profit Report|
A list of Sales Orders with the estimated profit of each.
|Sales Order Operational Report|
A list of Sales Orders with their statuses and requested ship dates.
|Sales Tax Report|
Shows the total amount of Sales Tax that you have collected from customers.
|Customer Payment Summary|
A list of your customers along with their overall balance and last order date.
|Customer Payments by Order|
List of sales orders with payment information.
|Customer Payment Details|
A breakdown of all customer payments including refunds
|Customer Order History|
The detailed contents of the orders that your customers have made in the past.
|Product Customer Report |
Shows you all the customers that have ordered a product.
|Back Order Report|
Shows you the remaining products that you need to ship out to satisfy your customers’ orders.
|Sales Representative Report|
Shows you the Sales Orders that each sales representative was responsible for.
Shows you your customers and their information. This report can be organized to select customers from a certain region or using various other criteria.
|Purchase Order Summary|
Shows a summary of a number of Purchase Orders.
|Purchase Order Details|
Shows you the items you’ve purchased from vendors.
|Purchase Order Status|
Shows the Purchase Orders from vendors for different products
|Vendor Payment Details|
A breakdown of all vendor payments including refunds
|Purchasing Tax Report|
Shows the total amount of Sales Tax that you have paid to vendors.
|Vendor Product List|
A list of products with their related info from Vendors.
Shows you your vendors and their information. This report can be organized to select vendors from a certain region or using various other criteria.
Shows the overall total quantities and values of current inventory levels per product by location.
|Inventory Details Report|
A detailed list of current inventory levels and values including the quantity per location.
A list of your current stock levels as well as the length of time that the items have been in inventory.
|Inventory by Location|
Shows the total amount of each product in a location (adding up over sublocations)
|Historical Inventory Summary|
Shows you the Inventory level and cost information as it was on a selected date.
|Historical Inventory Details|
Shows you the Inventory level and cost information as it was on a selected date by inventory location.
|Inventory Movement Summary|
Shows the amount of stock that has moved in and out of each location over time.
|Inventory Movement Details|
Shows a full log of how the inventory has been moved around. This report can be filtered by movement type (stock adjustment, returns, etc).
|Estimated Inventory Duration|
Estimates how long your current inventory stock will last based on how fast each product has been selling or used in a work order recently.
|Stock Reordering Report|
Shows total quantities of stock available along with reordering information per location. This can also be adjusted to show you only stock that needs to be reordered (low stock).
|Recommended Reorder Point|
Recommended reorder point, based on historical sales/work order usage and estimated safety stock, per location.
|Product Price List|
A list of products along with their prices. If you’ve created multiple pricing schemes you can set which pricing you’d like to generate the report for.
|Count Sheet Report|
Will pull a list of count sheet that you have completed with various details (adjustment loss, etc).
|Product Cost Report|
Shows you the costs at which you purchase products and an average cost depending on your costing method.
|Work Order Materials|
Shows the raw materials and costs involved in your manufacturing work orders.
|Work Order Finished Products|
Shows the finished products that have come out of your manufacturing work orders.
|Stock Transfer Report|
Shows the items and the cost values of each stock transfer.
|Team Member Tracking Report|
Allows you to track changes made by inFlow team members. For more details take a look at this article.
In inFlow Cloud for Windows, you can save reports under My Reports for quick reference without having to change the filters /settings each time.
These are user-specific only. Reports saved under My Reports will only be available on the user login that created them.
To add a report to My Reports:
- Open up a standard report.
- Click the >>More link.
- Click the Add to My Reports button.
To view My Reports, click My Reports at the bottom under All Reports. Move the mouse pointer over each report to preview it.