All reports in the Staff site are created using either IQA, or an extension of Microsoft called SQL Server Reporting Services (SSRS). There are also reports that combine IQA and SSRS, where the IQA is used to define and pull the data, while SSRS is used to define the layout of the report.
You can run out-of-the-box reports on a variety of data within iMIS. Using an IQA or SSRS report is how you can get report data on the web.
You may in certain situations want to modify an existing SSRS report. To add or remove information from the report, you must download its RDL file and make adjustments to the SQL that the report uses. For more information about modifying a report, see Modifying and creating reports.
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Note: To print a report, export the report using the PDF or Excel buttons, then print the exported report.
The Commerce reports present data set results from the recording and processing of any or all of the following items (for more information, see Commerce):
- one or more new customer purchases
- one or more prepayments
- an ordered product
- the assignment of payment or billing instructions for an unpaid order balance
- one or more payments of an existing open invoice balance
- an adjustment related to a previously processed and posted transaction
iMIS provides several out-of-the-box Commerce reports. To access Commerce reports from the Staff site, go to Continuum > Commerce reports.
The following Commerce reports are available:
Lists all of the orders with a status of 'backorder.'
Lists all inventory transactions within the specified date range, with an option to show only posted or unposted transactions. Sorted by transaction number.
Lists details for all orders in the system with filters for order type and status.
List of products and inventory levels.
This report lists, for each stock item, the quantity available and all the open order details that impact that value. The order lines listed include those for any open non-invoiced orders, including backorders.
Price list for all products in the system.
List of order product sales grouped by category and then title within the date range specified.