That kind of report was removed during the re-skinning, and I was told by the product management that it will be returned and improved later this year, when we do some performance enhancements to the reports framework.
As for the rant on the form search, please tell us what the exact issue is. The only problem that I know if is that only discussions come up in the quick search. It doesn't list documents. Please enlighten me.
Hi Mario and Brad,
Thank you for your replies.
@Mario - Ok I've worked out a custom report that will do the same thing. Looking forward to seeing the new improved version.
Re this new forum:- It's just hard to use.
- It doesn't seem to have all the replies from the old forums moved across.
- There are two separate Business Catalyst and Business Catalyst FAQ groups - i.e. double the time to have to search both
I just feel it's not user friendly. It doesn't seem like a 'community' on here anymore - which the old forum did.
I will give it another go but it's turned me off BC a little bit that's all. I guess it will result in more people doing support requests because they can't easily fix problems or find how other people fixed similar issues. Maybe a good thing for BC to have less people talking about issues on forums but double the work of your support staff I'd imagine... Anyway overall there are no systems that seem on par with BC so a sucky forum is just a consolation. I'm not leaving BC over it or anything rash
I've got a client who needs to have weekly/monthly reports generated showing inventory. It sounds like you know how to do that with BC. I haven't created a custom report for inventory control. Would you be willing to share some pointers?
Hi Todd, Most of my answers are solved in the forum so always happy to help back
We ended up building a simple excel file.
Download all products and paste into work sheet (#1)
Create a customer report with customer, date, products purchased with totals - and paste into a work sheet (#2)
(updates 1&2 every few weeks).
Then we just built a pivot table (work sheet #3) - it uses the products purchased details to summarise items sold, vs number customers bought and next to it it compares to units on hand and lastly a column showing what we need to make. Sounds more complicated than it really is. But it works beautifully.
We also now use Onesaas and Saasu which talk to each other and BC and just today have started using combo items to build packs which is (i hope) going to be a massive time saver.
Hope that helps!