Ideas & Suggestions

We need to be able to run a report for specific line item categories over a period of time. For example, I would like to run a "donations" report for 2024 and be able to report accurately and identify each invoice. The report would then be able to cross-check with QB in order to verify each donation for tax purposes.

• If there was a general location in settings to input hard and real business costs, (Rent, Electrisity, Heat, Labor, Insurance, Etc.) and those catagories can automatically breakdown into cost per job based on the power schedular time in production, and continue to flow into a real time number in the profit and expense quote page, So that when we look at the time alotted to that project prior to sending the quote we will get the real and accurate picture of true profit to cost analysis. (We can then alot two hours to a project, and if it takes and hour and 30 min, we can post production correct the production time accordingly and either show more real profit upon completion or the opposite, less profit. There is also no place for a sales rep and customer service rep to track their hourly time prior to the sale and that should also be calculated into the expense. This billable time is just lost. The actual salary or hourly wadge input is an Admin HR privilaged situation, however number then can be connected to each reps name on the quote and they can input their time in the back end of the working quote which can then be broken down into time invested into making the sale. This information can then be implemented into the Revenue and Expenses Annalysis report It can also be implemented into "Business Financial Performance" • Revenue in the last 12 months? • Net profit for the last 12 months? • How much did you spend on indirect costs in the last 90 days, to 12 months? (Things like rent, software, office worker pay, electric bills, and other monthly costs.) • How much did you spend on direct costs in the last 90 days, to 12 months? (This includes things like blank shirts, ink, stabilizers, other printing materials, wages for production workers, and payments on printing or embroidery machines.) • On average, how much does each customer spend with your business over time? • What is your cost to acquire a customer • What percentage of your new leads receive a quote? •What percentage of your quotes turn into actual sales? These are all real life number based anylitical business question that absolutly need answers for every owner in every print shop to be intentionally successful.

Would be nice if I could print and export or filter and print by status and not have all of the extra information.

I'm looking for an actual total for the categories i've entered as line item categories, like many of you have already posted! We use the line items and set up categories for each of our departments in the shop. now what! , there are no totals in "Sales by Line Item Categories :Find the most profitable line item categories" I've asked before and was advised to check back and that it may have been an item for the update, now i'm being told to post the request here. I see lots of requests for the same function. OR please add line item category to the invoice export so we can group the data on a spreadsheet. Q - V are all the line item group totals , please consider adding this data. * it would be a further help if the selection date that has date created, customer due , production due also had COMPLETED as an option!

Create a way to export "Sales by line item category" by date. It's currently available as a graph under "analytics," but is a tedious function that would prove more useful if the ability to export was given. This is pretty basic and fundamental, yet important, information that we are currently not able to access.

There needs to be a quick simple way to analyse in a custom time frame, new customer growth, new sales, repeat sales, lost customers. Basically we need a successful selfmade business consultant to design the opperational functions of analylitics in this system so that we can quickly get the reports statistics we need to accuratly analyse our annual and quartly performance strengths and weaknesses. I know this is a screen print production assistance program, however it does log customers.

it would be help if the invoice selection date ( in analytics) that currently has date created, customer due , production due also had COMPLETED as an option!

It would be super useful to be able to pull numbers for the amount of individual items and types of items sold. For instance I want to be able to easily see how many white Gildan 5000's I sold in a quarter. I want to be able to see how many total items were sold for the month of July. I want to be able to see how many and what items I sold in a year. This would do wonders for planning and strategy.

A lot of businesses would greatly benefit from something that allows us to add Sales Reps. Customer Profiles seems like the logical space, and set it up to auto calculate commission on orders through a percentage base/fixed rate. It would also be crucial to sync with QuickBooks for accounting. Please support this.

I would like to be able to see a breakdown of the different elements that make up the final price. The only way we can do this now is by "hovering" over the icon to see how the price was calculated but you can only do that one line at a time. I am looking for a total for imprints, blank product, fees, etc, broken down by invoice. This would greatly help in understanding our profitability. And then being able to run a full report on all invoice for each element. Most importantly, I want to be able to add up all imprints in "Screen Printing" decoration method within a timeframe. We currently track this with multiple spreadsheets and I pay someone to manually enter this information for every invoice. Printavo already has this information broken down, I just want to be able to pull it into a report.