Client Purchases by Stock Group


Report Parameters:

  • ClientId: This parameter is hidden by default, allowing the report to be run directly from the client reports tab.
  • Start Date: Date you would like to run the report from.
  • End Date: Date you would like to run the report until.

This report is designed to display stock purchased by clients grouped by stock group over the selected date range.

This report looks at MYOB Exo’s DR_INVLINES table meaning it is looking at stock invoiced from MYOB Exo.

Note: This report has been designed in the inbuilt TimeTrak Report Designer (not built into the website) meaning once the report parameters have been submitted there is the ability to print the report as well as export the report to another file type including an Excel spreadsheet.

This report is not enabled by default, but available to be imported in the TimeTrak Administrator Console as per below:

Reports designed in the inbuilt TimeTrak report designer can be customised to meet your requirements – you can discuss this with the TimeTrak support team:

These reports can also be setup as scheduled events and emailed to specified email addresses on a scheduled basis as per below:

View a sample report here.