Ability to create/build custom reports

  • 5
  • Idea
  • Updated 4 years ago
  • Planned
I would like the ability to create/build custom reports within WebForms. For example, It would be very helpful to be able to quickly view all POs that have not been invoiced
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FAQ, SPS FAQ

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Posted 6 years ago

  • 5
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Hannah, Alum

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Great idea! Our Product Management Team will take a look at adding this feature to WebForms.
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Colin Walker, Alum

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Thank you for the feedback. This makes a lot of sense. This functionality fits in with a project we already have planned to automatically flag purchase orders once they have been invoiced and/or shipped. When this is added, you will have the ability to create saved searches based on these document status'.

Thanks,
Colin
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James Stauffer, Senior Software Engineer

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If you could search for documents that have not been invoiced, would a saved search meet your needs?
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Michelle Nelson

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This reply was created from a merged topic originally titled
Running Reports on PO's.


Is there a report to monitor PO's for next steps? Say I want to run a report of PO's that need ASN's or Invoices. is that possible? We have a slew of PO's to go through on our DSG account to find PO's that have not been invoiced. We are looking for a way to streamline the process.
Thank you!
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Fred, Customer Operations Analyst

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Hi Michelle,

Thanks for your post!  Unfortunately WebForms users do not have ability to run that kind of report at this time, but it looks like our Product Management team is looking to add that feature in a future WebForms update.  I would recommend clicking on the '+1' at the top of the 'Follow' link if you would like future updates on when this might be installed.  Please let me know if you have any questions about this.  Thanks!
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Michelle Nelson

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THANK YOU!
It would be an amazing additional feature to be able to run a weekly or monthly report to see PO's which may have been missed during invoicing. rather than to go through each PO and click on related documents to see if it has been invoiced. Please advise when this has been implemented. Your support team is amazing, thank you so much for you attentive support.
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Colin Walker, Alum

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Thanks for the input Michelle! We've seen a lot of interest in providing exactly this kind of functionality.

Regards,
Colin
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jessie

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This reply was created from a merged topic originally titled
Search to see what PO's haven't been invoiced.


For all orders across the board, not just one company.
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Kayla Johnson, Alum

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Hi Jessie,

Thanks for posting in the support center! Currently, there isn't a specific way to search PO's that are missing invoices. You can use the blue dots to the right of a PO next to the orange arrow and that will allow you to see what documents were sent off of each PO. This will then indicate if you have sent an invoice for a particular PO.

It does look like our Product Management team is currently looking to add this feature in a future WebForms Update! I would recommend clicking on the '+1' at the top of the 'Follow' link if you would like future updates on when this might be installed.

Please let me know if you have any additional questions about this! Thanks!
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Jared

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This reply was created from a merged topic originally titled
POs that have not been invoiced report.


I have ran into an issue when comparing our system to the SPS Commerce Webforms. I need to get a report that shows me which POs have come through but have not been invoiced. This would help me determine if we need to go in and complete this step. Note sure if this is an issue for anyone else but I have just began to look into this and this report would be extremely useful. Thanks.
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Colin Walker, Alum

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Hi Jared,

Thanks for providing this feedback. As you can see from this thread, this is something we've heard from a number of WebForms users. Your vote further confirms the value this functionality has to offer. The ability to group orders together by invoicing & shipping status is something we have planned to add to the product.

From a timing perspective, we have a number of open projects that we need to complete before we will be able to begin this one. We'll be in a good position to add new projects, such as this one, when we get towards the end of our current workload. Stay tuned to this thread for updates as we get closer to adding this functionality.

Thanks again,
Colin
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Michelle Nelson

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Still dealing with our invoice mess with DSG. We have invoices crossed over other PO numbers, not quite sure how this happened but it has been a nightmare. We have whittled it down to just 30 or more PO's. Even still, a search feature of documents uncreated for said account would be an invaluable tool. Thank you for your continued assistance. you guys rock!
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Michelle Nelson

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Hello, I am just curious where this project is currently at... any updates?
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Lisa Sacquitne, Product Manager

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Hello! We are in the early stages of working through requirements for the next generation of our WebForms product and search/reporting functionality is a key enhancement we are currently considering.  I would be interested in understanding what fields/columns would be the most important for you to see in the initial search view for orders that are open for invoicing  to be invoiced (e.g. order #, order date, shipped date, trading partner name, ship to details (?), vendor number, shipped qty by price/unit of measure, etc.). Any additional insight into how this type of reporting/search capability could be useful to you and your business is extremely valuable - thank you!