Post by fido-x » Fri Jul 30, 2010 5:37 pm

Progress Report
I've finally had a chance to get back to this, and I'm doing a complete rebuild from the ground up. Progress on this can be viewed at http://demo.fido-x.net. You can log in to the admin with username/password pair of "demo/demo", and you'll find it under "Fido-Xtras->Financial Statements" (or under "Extensions->Modules", where you'll find a "Financial Statements" module).

This is still in development, so not everything I had before is in there (eg. the charts), but they will be back.

The summary page provides an overview of your website operations as at the current date and default order status (whatever was set in the settings), while financial pages provide data based on the specified date range (and order status). The default date range being the current financial year.

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Post by gavin m » Sat Jul 31, 2010 5:34 am

This looks ace, and very much something I was about to post about to see if there was anything out there!!!!

Keeping my eye on this thread! O0

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Post by qahar » Sun Aug 01, 2010 12:50 am

it's awesome.. i'm sure lot of people waiting and want this..
keeping my eye to this stuff and to get updating my link collection

I have a question for Financial Statements - Customers. Is the percentage is represent the Geographical info or buying info? I think much interesting when you have a report with geographical information of sales. So we know which customer country had the most selling.

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Post by cmebd » Wed Aug 04, 2010 7:18 am

This is really cool - Looooooooove the animated "muttly"!

Look forward to seeing more of this.

A question that may be cross-polinating but once a report is generated is there any possibility of, say, usng a customer/product combination to extract emails for use in the "mail" function? Or alternately "dumping" to a csv or rtf for sending emails?

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Post by fido-x » Sun Aug 08, 2010 1:17 am

Progress Report
I've just updated the preview at my demo site (http://demo.fido-x.net/). There's still a lot of work to do, but I thought I'd upload what I've got working at the moment, so you can see how things are going.

Currently provides the following information:
  • Summary an overview of your website's operations as at the current date
    General Information such as geographical zones, shipping methods, tax rates and currencies
    Sales Figures for the selected period
    Profit and Loss Statement for the selected period
    Sales by Store for the selected period
    Sales by Category for the selected period
    Sales by Manufacturer for the selected period
    Customer Demographics about where your customers come from
Also includes a few charts.

Printable Report
Enhanced printable report. Now allows you to add a title to the report. You can also write your own introduction.
The default report provides a summary of your website's operations as at the current date. The report can be tailored to suit your needs by allowing you to select individual pages to include. When finished, hit the "Print to PDF" button to print the report out to a PDF file (not working yet). At the moment, it just opens up in a new window as a web page formatted for printing.

What do you think? :good: ?

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Post by i2Paq » Sun Aug 08, 2010 1:22 am

Fido-x, what the hell happened to you, your as green as...., I am ;D

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Post by fido-x » Sun Aug 08, 2010 1:35 am

i2Paq wrote:Fido-x, what the hell happened to you, your as green as...., I am ;D
I dunno. I went to bed one night (well, about 3am), woke up the next day (well, same day), and there I was - green. :yahoo: :dance:

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Post by i2Paq » Sun Aug 08, 2010 3:50 am

fido-x wrote:
i2Paq wrote:Fido-x, what the hell happened to you, your as green as...., I am ;D
I dunno. I went to bed one night (well, about 3am), woke up the next day (well, same day), and there I was - green. :yahoo: :dance:
Yep and your as ugly as the other green fellow :crazy:

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Post by fido-x » Sun Aug 08, 2010 11:25 am

i2Paq wrote:Yep and your as ugly as the other green fellow :crazy:
:laugh: Yeah. It's not easy being green.
kermit.jpg

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Post by i2Paq » Sun Aug 08, 2010 3:36 pm

Tell me about it :flex:

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Post by jty » Sun Aug 08, 2010 6:42 pm

It's the water in this Open Cart forum. Hang around here long enough and one turns green
Good to see fido has gone green

As for the financial reports - my initial thought was "I'll pay money for this". It is brilliant and it even caters for Australian financial years. Yay ! I had a hard time with version 0.7.9, trying to make it match the aussie fin year.

With the stock status, it would be good to enable selection by categories or some sort of filter, maybe manufacturer or something.
I modded 0.7.9 to assign products to suppliers. This enables me to call up products by suppliers so I could see what I had to re-order from that supplier. I did it under the product page but it could be in a report.
It would also be good to have a stock-take feature where admin can go down the list and update stock in bulk without having to go into every product individually, but that is not part of a reporting. I am going off topic on this one.

Thanks fido-x. The admin features of oc could do with a bit more but then it all takes time and even more time when the chief architect is trying to run the show with one ubroken arm :'(

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Post by i2Paq » Sun Aug 08, 2010 6:57 pm

Personally I think that add-ons like these reports should come from a third party as most of these reports need custom work. I will definitely pay for the Full report made by Fido as it is that what I need.

Now he needs to get on with his Invoice and Packing-slip add-on :D

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Post by i2Paq » Mon Aug 09, 2010 11:56 pm

What this full report also needs is to modify the Dashboard with the sales/customer chart.
It should only take in calculation the orders with a certain status liked: shipped, instead of every order with every status.

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Post by scoobs001 » Mon Dec 27, 2010 8:38 am

Any update buddy. ??

I'll also quite happpily pay for this FULL REPORT module.

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Post by i2Paq » Mon Dec 27, 2010 2:19 pm

scoobs001 wrote:Any update buddy. ??

I'll also quite happpily pay for this FULL REPORT module.

Scott.
I have PM'd Fido-x about this :)

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Post by gavin m » Thu Dec 30, 2010 4:45 am

I was just checking to see if there had been any progress on this (so need it on my store) to find someone has beaten me to it!

So looking forward to this fido-x!

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Post by i2Paq » Thu Dec 30, 2010 6:05 pm

I've talked to Fido-X.

He was away for Christmas plus he has some large paid projects running but he will try to squeeze in some extra time to finish his Full Report.

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Post by American » Fri Jan 21, 2011 1:40 am

Sales taxes are due today here in Texas and now I'm scrambling trying to figure out my totals... sure would be nice to have something like this in place.

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Post by Shogun » Tue Oct 11, 2011 4:27 am

Is this project still on going or has it died a death?

It seemed like a great idea :)

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