Reporting
Syllabus IQanalytics Report Writing (Izenda)
Download the attached PDF file for full list of fields
Standard Reports Walkthrough Video
Standard Reports Walkthrough video with Lorne McKendrick, IQ's Custom Report Specialist. Further knowledge base article on Standard Reports
IQ Standard Reports
A brief walkthrough and explanation of standard reports included with IQ... Customer \ Customer Activity in Selected Period This report provides a list of ALL of your active customers showing Job activity in the selected date range. The sorting logic ...
REPORTS - List All Quotes Showing User That Created Quote
If your system is licensed for IQanalytics Report Writer, you may design your own reports. This is a supplementary article specifically related to creating a report listing all quotes showing the user that created the quote. For more detail ...
Reports - Designing a Dashboard
Dashboards Once a number of reports and charts have been created, you can place different charts onto a single Dashboard for high level views of printIQ’s database. These dashboards have their unique sharing permissions and may be set as default for ...
Reports - Designing a Report
If your system is licensed for IQanalytics Report Writer, you may design your own reports. For a more comprehensive guide on how to design Izenda report, please scroll down to the end of the article to download the attachment. *All credit to the ...
Reports - Data Sources (Views / Tables)
If your system is licensed for IQanalytics Report Writer, you may design your own reports. In order to design reports, please refer to Knowledge Base Article here. Designing reports requires an understanding of the available data sources and their ...
Reports
Creating Custom Izenda Views
To add additional Izenda views that the standard printIQ Izenda view doesn’t cover, you will need to be a self-hosted site with access to your database server, and some skill in using SQL. Note: Custom views aren’t covered by support, and may ...
90 Day Stock Movement Report
The following outlines the process to obtain a report on stock that has had no movement in the past 90 days. From the 'Inventory' header, select 'Groups" from dropdown: First under the 'Create Group' header, create a new group called ...