Reports

Report Builder

Build saved ad hoc reports from report bases like Order, Order Items, Quote, Invoice, Payments, and Customers. Each base exposes grouped fields from related tables on the same MIS database.

Choose the report base first. Related tables and fields for that base will load below.

Use this for a fast contains search. Use the saved filters below for field-specific runtime prompts like due date, PO number, or customer.

Search Filters

Add the exact fields you want people to search by when the report runs. Date fields support single-date or range filters. Text fields support contains and exact matches.

Available Fields

Fields are grouped by related table, just like the base/table selection flow you described.

Order

Customer

Contact

Sales Rep

CSR

Quote

Created By

Selected Columns

Set the output order here. Lower numbers appear first in the report and export.

Order: Order Number

Text

Order: Job Number

Text

Customer: Company Name

Text

Order: Status

Text

Order: Order Date

Date

Order: Due Date

Date

Revenue: Production

Number

Revenue: Outsource

Number

Order: Total Amount

Number

Order: Customer PO Number

Text

Saved Reports

No saved reports yet.

Order

0 Rows

Order: Order Number Order: Job Number Customer: Company Name Order: Status Order: Order Date Order: Due Date Revenue: Production Revenue: Outsource Order: Total Amount Order: Customer PO Number
No rows match the current report filters.

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