Hi Gang,

I'd like to get a list of the top 25 reports you folks would like to see.

So ... please reply with what you'd like to see. Please be as specific as possible. If you have a screenshot of an existing report, please post that as well.

Thanks.
AJ

AJ

I have so much information in my DL database it's sometimes overwhelming to figure out exactly where I'm at. I need a summary report of what's going on by Contact and/or by Project.

For example, a report listing all contacts that have an open opportunity with the listing of the opportunity (with it's pipeline picture)immediately below the Contact name on the list. Optionally I'd like to include all open projects and tasks for each opportunity underneath each opportunity.

In drafting this posting I tried to give you an example but couldn't convey what I mean with these limited graphics, so later today or tomorrow I'll try to dummy up a report from my old "limited" Filemaker database and post a screenshot.

Thanks.

Aj

I would realy love to be able to report project status in folowing format:

Project name
Status / Category
Started / Completed
Project extra fields 1-12 running verticaly
(if the field is empty should skip to next populated field)
Extra date fields (same as above)

List of activity items:
Tasks
Task name / details / DURATION (it would be great to have actual duration show not just start and end date as we use tasks as daly job log and they are based by minutes and hours. As there is to my knowledge no ability to automaticly produce total of hours and minutes spend on tasks per project what we have been doing is creating a task caled TOTAL where in Details we would manualy ad the time spend and calculate money owned for finished projects)

Alternatively there might be a variation with or without summary of all the other activity items.

Now that would be a grand usefull Project REPORT.

Thanks
Davor

A Project Report is what I need as well. Although not exactly the same as Davor's - maybe a collection of items which could then be refined by each user?

Anyway, I would need:

- The usual suspects (Project Name, Category, Status)

- Names of Organisations linked.
- Names of Contacts linked.
- Start Date, Due Date, Finished Date

- Task Name
- Task Details
- Task Duration
- Sum of Task Duration

- Forms (I've been thinking about collecting Job quotes from my vendors in a form, but haven't found out how to get it on the report)

Add me to the list of Project Report requests.

For us, in addition to the items listed by Davor and Thorri, the data from custom Forms is absolutely critical. (Once I've got a working Project Report as an example, I think I can tweak it to work with whatever forms we have, and those fields we need.)

Ideally, it would also be able to pull data from our MySQL database of our website, or from a php webpage that gets the data from the database (which I've done for a HUD).

In terms of layout, our most needed report would filter on the project name (project name must contain "SIP"), and organize the projects by "Owner" and then by Start Date.

The columns we're currently using in a manually created excel spreadsheet are: linked contact (last name, first name); linked company; contact city; form data; form data; form data; appointment date (filtered based on appointment title containing "SIP2"); form data; next activity; form data; form data; most recent note.

If we added the data from the website mysql, it would be a short list (up to 6 items) that could be added right before "next activity."

I did do a slightly less detailed (and not filtered or ordered) version in DL1.x, which I probably still have around here somewhere.

Thanks,
Scott

An activity report broken down by user ie what the user has added in the way of tasks, notes and apointments for a user definable time period.

Thanks
James Turner

An Opportunities report. I use Opportunities to track hundreds of purchase orders. The estimates area provides the ability to list multiple items, cost, totals, etc. I would like to see a report that lists the Opportunity and provides a detailed list of each line item, qty by item, line item cost, line item total and Opportunity total.

Example
PO 121212 (Opportunity name)
Product Qty Cost Total
Item 1 300 $2.00 $600
Item 2 100 $1.00 $100
PO Total $700

This would allow me to sort Opps by status and review.
Thanks

Regards,
Troy Benson

I would reiterate the requests here.

1. I would an example of putting data from a custom form onto a report.

2. A project report would be nice. A horizontal bar chart of with beginning, end and due dates compared. This would also be a ghant chart, which I've requested for a while.

I tried to create a Print layout that would allow me to print a note's content on letterhead, with just the first name of the primary link in the "To". I finally gave up and copied and pasted the info into another program. This is an example of what's needed in the templates. I know this is possible, but incredibly complicated to create from scratch.

How about simple print templates like the following:

1. Letterhead (Memo, Formal)
2. Fax Cover
3. Invoice (although I am still waiting for Billings to integrate with Daylite)
4. Proposal (I would use probably custom form data for executive summary, objectives, etc.)
5. Meeting Minutes
6. Meeting Agenda (with attendees and resources required)
7. Data sheet on a product or service

A Calendar printout.

A grouping Report for Opportunities and Contacts.
E.G
1) Group all Open and then Closed Opportunities by Category. Then in each group, list Some opportunities details. Such as Last modified, name, estimate total, etc...
2) Group all Open and then Closed (lost, abandoned, etc...) Oppotunities by line item in the estimate, numnber of opportunities, Total value, etc...
3) Group contacts by Category, etc...

Basically, I have classified my clients, and Opportunites, By grouping and reporting on these classifications allows me (and others?) to determine then best actions for my business.

I hope I explained well?

Cheers
Hamilton.
Hamilton@ebeauty.co.nz

I'd like a report of all of today's newly added tasks, and today's completed tasks.

I would really like a timesheet report. Some kind of log of that day's or week's activities based on either the calendar or a combination of calendar and completed tasks.

I guess it's a workaround since we can't integrate Billings, I'm asking for a poor boy version of Billings that I output and provide to my billing department.

Undo and "save as" options would be nice in the report creator...

quote:

Originally posted by Sylvain Caron:
Undo and "save as" options would be nice in the report creator...

Please send feature requests to daylitefeedback at marketcircle.com

Thanks!