Reports

Showing 39 of 94

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

2 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

Show the fields being looked up in the field lookups menu

It would be great when we click on field lookups in the menu if we could see what fields in what tables we were actually looking up. I can put a heading in my report, but it might not be the same as what I'm looking up. For example, I have a field...

Kim Selle 7 months ago in Reports 0 Planned

2 VOTE

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...