Help Category: CDVs

Inventory Cost Review CDV

Type: Custom Data View Data View: Inventory Cost Review Public: Yes Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column […]

Work Order Costing CDV

Type: Custom Data View Reports Included: Yes Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis. Drill Down: Yes, opens the work order Columns and data for the Work Order Costing Custom Data View are outlined below: Column Name Form Field Notes Technician […]

Inventory By Warehouse Bins CDV

Type: Custom Data View Reports Included: No Description: Listing of all serialized and inventory parts that have an item bin entered in the item setup.  If no bin information is entered, the item will not appear in this CDV. This is by design. Drill Down: Yes, opens the item Columns and data for the Inventory […]

Custom Data Views (CDV) for Report Building

Build Custom Reports with the Custom Data View System Custom Data Views (CDV) can be powerful tools that allow our programmers to add a variety of information to a single location for use by you. For example, if you wanted a list of Sales by Salesperson, shown by month, and grouped by job, we can […]

Building Custom Reports and Custom Styles CDV

Introducing the Custom Report Builder The Custom Reports and Custom Styles feature allows users to create their own reports and templates. This process is the same for invoices, work orders, statements, purchase orders, and Custom Data Views (CDV). The work of editing and building templates and reports is done inside the Report Designer. This topic […]