Fishbowl Inventory has a large selection of standard reports available (over 150 last time we counted). These reports can help you understand what is happening in your company by showing you your Purchases and Sales, Inventory Asset Values, and Manufacturing activities, to name a few. Here are some tips that can help you make the most out of your Fishbowl Inventory reports.
Using the “Modify Report” Filters
When you open a report, you will see an icon at the top-left of the report with the words “Modify Report” beneath it. If you click the icon, a window will pop up that displays all of the available filters for that report. Some of these filters can mean the difference in whether or not a report is useful to your company.
We recommend that you play around with the filters to see how they affect your reports. If you find some filters that you would like to apply to the report every time you open it, set your desired filters and then click the little blue disk at the bottom-left of the “Modify Report” window. Now, every time you run the report, it will automatically apply your saved filters.
The Reports Module holds all of the reports that are available in Fishbowl Inventory. What if, however, you want to access a report from a different module? For example, you want to see the Inventory Availability report in the Sales Order Module. To make this happen, access the report in the Reports Module, and then click the “Details” tab at top of the report, and then scroll down the list until you find the desired Module. Then, simply place a checkmark in the box next to the module, and from then on, you will be able to access the report within the associated module.
What if The Report I Need Doesn’t Exist in Fishbowl?
Fishbowl Inventory reports are written in a 3rd-party application called iReport. In order to create a custom report, or modify an existing one, you will have to use iReport to do so. Alternatively, you can have a professional report writer create the report for you. There are a few report writers out there that have been creating reports for Fishbowl Inventory users for a long time (us included). These reports can be customized to display almost any information you need. This is the preferred route of many Fishbowl Inventory users, because it is faster, and easier, to have a report writer do the work for you.
Feel free to comment below if you have any feedback about this post. And, as always, contact us if you have any questions about reports.