Document Reports

  • 1
  • Idea
  • Updated 5 years ago
  • Planned
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It would be helpful to have a report option to show all the documents for a month by document type.  This way we would could have a detail report for backup to what is on our invoice.
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Donna Arth

  • 70 Points

Posted 5 years ago

  • 1
Photo of Lisa Sacquitne

Lisa Sacquitne

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Hi Donna - I 100% agree. The great news is that we have begun building out our next generation Fulfillment App which aims to provide you with actionable insights into the transactions flowing though SPS! Today, you could run and save a 'Search' within WebForms by document type and status for the last 30 days to see what invoices have been created (here is a video on how to set this up).

Perhaps you are looking for more than a list of transactions... It would be great if you could you provide me with additional context into this request. What information would you like on the report? How would you use it? What problem are you experiencing today that these reports would solve?  

If anyone else is also looking for this capability, I'd encourage you to chime in! 

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