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zakya, View page summary, Save / Cancel, Jegannathan - Coggle Diagram
zakya
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Dash Board
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Reports
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General Reports
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Receivable
Invoice details
This month
Customize report
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Summary
Status
1 more item...
Sales order details
This month
Customize report
3 more items...
Summary
Status
1 more item...
Customer balance
This month
Customize Report
5 more items...
Summary
Customer name
1 more item...
Receivable summary
This month
Customize report
4 more items...
Summary
Customer name
1 more item...
Receivable details
This month
Customize report
2 more items...
Summary
Customer name
1 more item...
Sales
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Sales return history
This month
This Quarter
This year
This month
This yesterday
Previous week
Previous month
This week
Previous year
Previous quarter
Today
Custom
Customize Report
General
Date Range
2 more items...
History summary
Date
Sales order
1 more item...
Share
Permissions
Users
Sales by category
Customize Report
Share
Summary
Categories
Quantity Sold
1 more item...
Order fulfillment by item
Same as appear / date range / more customization / run report / export as / print / share / schedule report/ run report or cancel + add temporary note**
Impending Sales Action
Item Name
SKU
1 more item...
Sales by sales person
This Month
Customize report
Share
2 more items...
Summary
Name
Invoice count
1 more item...
Sales by item
Same as appear / date range / more customization / run report / export as / print / share / schedule report/ run report or cancel
+ add temporary note
Group by
Customer name
Sales person
Item Name
SKU
Arrange Price
1 more item...
View Page Summary
Sales by custom
Schedule Report
Schedule Report
Frequency / Weekly
Start Date & Time
Recipient details
Email Recipients / Mail ID
Additional Recipients - Comment type
Attach report as
CSV
XLS
PDF
Save / cancel
Print
Print preference
Table design
Preview / print
Table density
Choose details to display
Orientation
Font family
Paper Size
Margins
Export As
XLSX ( Microsoft excel)
Export Excel
4 more items...
Data Secure
2 more items...
XLS (Microsoft 1197-2004 compaitable)
1 more item...
CSV ( Comma separated compaitble)
Export to Zoho sheet
PDF
Secure password
Entities
Invoice
Credit note
Run Report
or cancel
More Customization
General
Compare with
3 more items...
Entities
1 more item...
Date Range
1 more item...
Advanced filters
1 more item...
Run Report
1 more item...
Cancel
1 more item...
Show / hide columns
Available column
26 more items...
Selected column
6 more items...
Date Range
This Year
Yesterday
This Quarter
Previous Week
This month
Previous month
This Week
Previous Quarter
Today
Previous year
Custom
Name
Invoice count
Sales
2 more items...
View Page summary
View Page summary
Add Temporary note
Type
Share
User / option
Permission
View Only
View & Export
View export & Schedule
Close
Packing history
This month
Customize report
Schedule reort
5 more items...
Summary
Date
Package
1 more item...
Payments received
Payables
Purchases and expenses
Inventory
Inventory summary
Today
Customize report
6 more items...
This Year
This week
Yesterday
This month
Previous week
This Quarter
Previous month
Previous Quarter
Previous year
Custom
Summary
Item name
1 more item...
ABC classification
This month
Customize report
5 more items...
Summary
Item name
1 more item...
Committed stock details
This month
Customize report
3 more items...
Summary
Transaction
1 more item...
Stock summary report
This month
Customize report
3 more items...
Summary
Item name
1 more item...
Inventory valuations summary
This Month
Customize report
7 more items...
Summary
Item value
1 more item...
Active purchase order report
This month
Customize report
2 more items...
Summary
Item name
1 more item...
FIFO cost for tracking
This month
Customize report
3 more items...
Summary / product out
Date
1 more item...
Product sales report
This month
Customize report
3 more items...
Summary
Item name
1 more item...
Inventory aging summary
Today
Customize report
5 more items...
Summary
Item name
1 more item...
Activity
Custom report
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Jegannathan