Renamed "Advanced Search" to "Custom Reports" and making the feature look report-like

[lubos]

@shahabb

Further Discount and Item Unit are not available. I dont know if its by design just wanted to point it out.

On which screen? More columns can be added based on what’s required.

@eko

The customs report generation for a tab is a great addition but should not go at the cost of what most of us spent time on and that is entering, editing, deleting, etc. the data that leads to the ability to generate the reports.

I agree both use-cases need to be served. I’m figuring out how to implement this to keep it straightforward.

[shahabb]

@lubos

On which screen? More columns can be added based on what’s required.

The Unit of Invenotry item and Discount could not be selected in the Custom report. So the Qty and Unit Price doesnt make up total amount of the line. Not that much of a big deal but still for consistency reason.
Also line custom field are available for selection in transaction lines but Non-line or Form Custom field are still missing on Transation -Line level which were available i think a few months ago.

[Aldo]

Thank You, Lubos. I have attached a part of my Custom Report. Some blank lines and negative qtys are showing up. Can you please Tell me why this is?

[shahabb]

@Aldo

I have attached a part of my Custom Report. Some blank lines and negative qtys are showing up.

This Screenshot is from old custom reports not new ones. And for the negative qty and blank lines they might be related to inventory. So select general ledger account as one of the columns it will tell you what these negative and empty lines are.
Btw in your case custom reports under reports tab are not required. You can easily extract this report from the sales invoice tab. Go to Sales invoice Tab and select custom report right next to Search bar.

[Burhania]

Awesome work, @Lubos. I think this is one step ahead regarding system improvements. How ever, one thing I see is missing - as per my opinion - which is the Report Date under the Report name- because the printed report does not show which date it is for. I think this will necessitate that "from & to " date function is to be used for easier understanding of the report date.

[Patch]

@lubos
On Manager Windows server v24.2.23.1317
Fixed assets tab → Custom Reports
Sort by Control account then time stamp works
But if a Group by Control account is added only the control account groups are shown with no item data (equivalent to not Selecting any fields).

[Aldo]

Thank You. I’ll try the suggestions.

[Aldo]

Below is my latest report. I’m only interested in the sold qty, not in “Cost of Goods Sold (COGS)”, “Inventory on hand” or “GST payable” entries. Can you please tell me how to filter these unwanted fields?

[Aldo]

Ok I managed to get rid of unwanted fields as below:

Now My Report Looks like this:

The whole report has negative numbers and no positive numbers. Any way to convert these neg numbers to positive? (like multiply by -1)

[shahabb]

@Aldo

(like multiply by -1)

You can. Select qtymultipltbynegativeone instead of qty.
But you are looking in the wrong place and making it complex for you. As previously suggested.
Go to sales invoice tab, then at the bottom of the page select Sales Invoice -Lines, then right next to search bar select custom report.

From there you can easily get your required report. And i think developer introduced this feature for this specific purpose to simply it for majority of the user as the old custom reports are too complex for some users.

[abdulbari]

my request could be a weird but may I ask if possible extend custom report to History with make more information available under this tab it would be helpful if Reference no and issue date (original ) is added to the history as separate column

[abdulbari]

Under Employee Tab we can’t get the balance for specific period for example I need to get the balance for employee tab for old period currently it shows only current period

I was able to get it under summary but print option s not available there and browser print is not perfect

[lubos]

@abdulbari to get employee balance as at specific date, there would need to be a screen showing transactions across all employees, then you’d be able to apply date filter and group by employee. Such a screen does not exist but I’m working on generic general ledger screen that will allow that.

[lubos]

@Arthur_Szilagyi

Is there any way we can still “view” and “edit” each individual line like in the old “Advanced Search”? I used to use the feature as a search filter to do my editing for specific orders/invoices.

In the latest version (24.2.26), I’ve modified the workflow. It’s still possible to turn results into printable report but by default, it will show rows with Edit and View buttons.

Advanced Queries

So based on the feedback, I’ve realized the previous implementation of elevating Advanced Search into Custom Reports was not as good. In the latest version (24.2.26) it works as follows. I’m going to call the feature Advanced Queries. [image] The reason is that it’s not always search what users are doing thus Advanced Search is not appropriate. And it’s not always a report that users want out of this feature so Custom Reports is not the right terminology either. I think Advanced Queries capt…

[Christopher_Esmeres]

Wow great improvement on this @lubos , the way we like it. Now we don’t have to open another tab to do editing while filtering information. Thank you

[Arthur_Szilagyi]

Thanks Lubos