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Reporting

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Allow relative dates for report options

It would be great if we could set relative dates in the options for a report. So, for example, we could set a date range for "last month" so that the report doesn't need to be updated after a month rollover. I know that excel formulas can be used ...
John Kelly about 1 year ago in Reports 2 Future consideration

Extended description for report

It would be nice to be able to enter an extended description for a report so my users can see more details about what it is and what it does in the Portal
Brian Petersen over 1 year ago in Reporting 0 Future consideration

Excel Pivot

Hi Cosmos removes any pivots that are in the template and converts to data. Is there any plan to allow for Pivot Tables to be pre-set up, so once the report is run their data is refreshed from the linked table that Cosmos created?
Luke Argent 5 months ago in Reports 2 Future consideration

Scheduled Reports Email Name to show Company Namee

When emailing out scheduled reports through Cosmos, it shows the name as Cosmos Scheduler and nothing tells the receiver of the report that is is coming from our company. Would like the Name to change to show the Company Name sending out the repor...
Jennifer Haessig about 1 year ago in Report Scheduling 0 Future consideration

Add aggregate ID to the header section of each aggregate

To be able to make it easier to check/see which aggregate calculation is which add the ID (from the results cell) reference to the header.
Kerry Seager 3 months ago in Reports 0 Future consideration

Multiple values for <> Report Option

When creating a report option and choosing <> operator, allowing multiple values would be very beneficial, as we often need to exclude multiple values. Example: Customer No. <> "Customer1", "Customer2" Currently there are workarounds s...
John Moreau 5 months ago in Reports 0 Future consideration

Company name prefilled choices when running report.

Is there a way to make the specific company report an option to select which company we want to run the report for? Currently, I have to go check the specific BC company name to run a specific report for a client. It would be helpful to have all t...
Eric Yarbro 5 months ago in Reports 2 Future consideration

Enhance reporting with Excel Outline feature and ability to filter aggregate functions to exclude zero values

Add Excel Outline feature to create multi-tiered reports with data grouped and hidden by default. Perfect example would be a multi-tiered Income Statement that is generated on Account Category by default but (useful for Business Managers) with abi...
Vitalie Samohin 12 months ago in Reports 0 Future consideration

Integrate with MemberSuite and other software

Membersuite is an association software that is used for registrations for our clients to register for events. Reporting is awful and would like to have Cosmos be able to integrate with registration software to pull in reports with information that...
Dawn Roberts 6 months ago in Reports 1 Future consideration

Link to Source BC Document After Drilldown

It would be awesome to have a clickable link after drilling down that could bring you right to the source document in BC (Purchase Invoice, Receipt, Sales Invoice, JE, etc). If a GUI already exists, can this be transformed or added as a field in t...
Kamil Bak 7 months ago in Reports 0 Future consideration