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Reports

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Run Multiple Reports to a single Excel workbook

It would be useful to be able to run multiple reports, but output to a single Excel workbook, which would be useful for customers wanting to build a monthly management pack of reports. Whilst it is possible to build large reports with several tabs...
Rob Jackson over 1 year ago in Reports 0 Future consideration

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

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

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

When taking a copy of an aggregate the user can choose to update it for all aggregates on the sheet

Sometimes I want to copy and sheet because I need to have a different set of filters for my aggregate. I would like to be able to take a copy of an aggregate and have an option to have it replace all of the same aggregates on the sheet with the ne...
Brian Petersen about 1 year ago in Reports 0 Future consideration