Jennifer Kelly

1. Community
2. Help creating new BI4Cloud reports
3. Customer first sales transaction

Yes suggest you use the Customer Card List report.  This will allow you to report, filter and sort by each customer's First and Last transaction date with you.  See: Customer Card List - Who needs...

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• Created July 10, 2023 05:00
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1. Community
2. New Feature Requests
3. Can you add the Comment field to the Sales-Orders-Quotes report?

Hi Eddie, We have now added the Invoice/Order Comment field from MYOB into our Sales-Orders-Quotes report.  The Comments field will appear in the Invoice Detail dimension (when you Analyse by Invoi...

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• Edited November 03, 2022 04:40
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1. Community
2. Help creating new BI4Cloud reports
3. How do I create a sales report by customer by item for the last 3 years?

This is a good question as we start to emerge from Covid-19. Some businesses may have seen a surge in sales while others lost business or lost customers, so it is time to focus on what the future m...

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• Edited July 18, 2022 22:51
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1. Community
2. Help creating new BI4Cloud reports
3. Customer Discounts Report

Hi Brooke, great question. Our default Analyse Sales II reports all show Qty sold, Total Sales $ (which is the actual net invoiced amount) etc but we also capture the following columns/dimensions: ...

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• Edited July 10, 2022 00:52
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1. Community
2. Help creating new BI4Cloud reports
3. Can I create a report of new customers since a specific date?

Yes suggest you run the Customer Card List report. This runs over your whole Customer Card master-file and allows you to filter to focus on a select group of customers and generate a list that can ...

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• Edited May 10, 2022 07:46
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1. Community
2. Help creating new BI4Cloud reports
3. Add Customer PO and Terms to Aged Receivables?

It sounds like having additional information will help you to chase your outstanding receivables? Customer POThe Customer PO field from MYOB sales invoices appears in the Aged Receivables report un...

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• Edited February 22, 2022 05:28
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1. Community
2. New Feature Requests
3. Add Budget GP% to BI4 Job Budget Analysis report

Hi VINOD SHARMA, I can see how it would be helpful for you to have a column that calculates the GP% based on your budget numbers to then compare to the actual % you achieve by Job. I have attached ...

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• Created January 31, 2022 03:25
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1. Community
2. Help creating new BI4Cloud reports
3. Use Minimum Stock/Inventory Level to help with re-orders

Starting with the Bi4 Inventory on Hand or suggest instead using the Bi4 Item Sales v All Inventory report as a starting point you are able to set a Filter to select only items where the Minimum st...

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• Edited January 20, 2022 07:36
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1. Community
2. Help creating new BI4Cloud reports
3. Inventory Age Report

The BI4 Item Sales v All Inventory report has recently been enhanced to not only compare Item Qty on hand and past sales history, but now also includes: Last Purchased Weeks - showing the number ...

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• Edited December 22, 2021 22:45
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1. Community
2. Help creating new BI4Cloud reports
3. Report Customers by Postcode

The Customer Postcode (Zipcode) can be displayed in BI4Cloud Sales reports in a number of ways: 1. Sub-total Customers by Postcode Simply choose to Group by the Customer Postcode field, this will g...

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• Created December 21, 2021 02:00
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