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Allow Mass Actions to be Performed via Report Builder
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0
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8
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February 3, 2026
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Allow Last Year-To-Date
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0
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2
|
February 3, 2026
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Allow credit memos to show as a negative to calculate against invoices in the Transactions Details Dataset
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0
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1
|
February 3, 2026
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Allow color coding in Report Builder
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0
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3
|
February 3, 2026
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Adding Payment Terms and Discount Percentage to Transactions Data Set
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0
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9
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February 3, 2026
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Adding New Filter - Change to typeahead
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0
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9
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February 3, 2026
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Adding Class Column In The Transactions Dataset In Report Builder Beta
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0
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10
|
February 3, 2026
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Adding a task report to Dashboard
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0
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1
|
February 3, 2026
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Add the Customer / Sales Order field on Purchase Order Details Data Set
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0
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3
|
February 3, 2026
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Add the ability to update task statuses/assignments from within the Report Builder
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0
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7
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February 3, 2026
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Add the Ability to Export Grouping to a PDF export
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0
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8
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February 3, 2026
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add the ability to drag filters from "where either" to "where"!
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0
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6
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February 3, 2026
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Add the ability to add a description for a report in the Report Builder
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0
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4
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February 3, 2026
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Add Starts/End/Contains to filter options for Item/Item Number in Sales Order Details
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0
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3
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February 3, 2026
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Add search box and scroll bar
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0
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5
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February 3, 2026
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Add Related PO to Transactions dataset or Related PO and SO to Transactions Details dataset
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0
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6
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February 3, 2026
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Add primary contact email address to Customer Database
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0
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7
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February 3, 2026
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Add Price List Name to Customer Data set
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0
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2
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February 3, 2026
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Add Posting Date Column and Filter for Report Builder - GL Posting Cash Dataset
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0
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3
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February 3, 2026
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Add PO # as a Column/Filter to Transactions Data Set
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0
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2
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February 3, 2026
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Add Opportunity: Number as a Column to Sales Orders Data Set
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0
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2
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February 3, 2026
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Add Opportunity # & Opportunity Name to the Sales Order Details Dataset as a Column and Filter
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0
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6
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February 3, 2026
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Add Multi-selects on columns for refined results within Report Builder (Beta)
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0
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2
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February 3, 2026
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Add last invoiced date filter to Customer dataset
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0
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3
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February 3, 2026
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Add Item Type Filter to transaction Details Data set
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0
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8
|
February 3, 2026
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add greater than/less than option for period filters
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0
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2
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February 3, 2026
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Add Greater and Less than logic to the Last x Days filter option for dates
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0
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1
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February 3, 2026
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Add Fulfil by Date on the Sales Order Details data set
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0
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2
|
February 3, 2026
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Add filter for hours in Timesheet Dataset
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0
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3
|
February 3, 2026
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Add Customer ID in the Tasks Dataset
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0
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6
|
February 3, 2026
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