Webinar - Important Reports for the New Year

Notes from the latest webinar on Important Reports for the New Year

• Information about Inventory Valuation Reports
  •  Can drill down by clicking on individual item names / numbers
• Ledger Reports for ins and outs
  • All Transactions for an item by quarter
  • Shows Receivers adding inventory and value
  • Shows Ship Docs removing inventory and value
• Pivot Tables
  • You can set it so that you can pivot by date and show your Sales transactions by month for the entire year.
  • You can show the change as a percentage and the value that is added.
• We had a question about column widths for reports
  • We currently have a feature request to allow you to edit the default column width.
  • Possibly whether to set it as responsive to how much is entered or not.
• At the end we show special reports about Customer Returns
  • View by the highest returned item
  • View by the customer with the most returns

• Creating Reports
  • https://help.ordertime.com/help/creating-reports
• Customizing Reports
  • https://help.ordertime.com/help/customizing-reports
• Creating a Pivot Table Report
  • https://help.ordertime.com/help/creating-a-pivot-table-report
• Webinar - Detail Reports
  • https://help.ordertime.com/help/webinar-detail-reports
• Webinar - Inventory Status Reports
  • https://help.ordertime.com/help/webinar-inventory-status-reports