Listing reports in WIGO

Listing reports in WIGO

Introduction

Although you are able to view your references directly from their modules in Paragon, we have made it even easier to get a detailed overview without having to click through each reference individually by navigating through WIGO reports. In the reports module, you will find a number of WIGO listing reports that summarize your references such as customers, vendors, and items.

Unlike history reports that show the related transactions, these reports break down the individual references in detail allowing you to view your data much more quickly on a larger scope.

Customer Listing (WIGO) 

The customer listing WIGO report gives you a broad summary of all the customers in your build. From this report, you can quickly see which customers are currently active, their credit limit and when they were added to the system. Using the columns toolbar, you can also add any other attributes you have set up for your customers such as addresses, discounts, or sales reps. 


Vendor Listing (WIGO) 

The vendor listing WIGO report gives you a brief summary of your current vendors allowing you to quickly view who is currently active, etc. Using the columns selector you can add any other attributes you have set up for vendors to display and study the data you need. 



Item Listing (WIGO)

The item listing WIGO report gives you a brief summary of your current items allowing you to quickly view any items in the system. The items displayed include your products, materials, tools, and labor - anything that can be used in a bill of material. Using the columns selector you can add any other attributes you have set up for items to display and study the data you need. 

Clicking the arrow on an item will open a dropdown that will display the BoM for that item which also has its own set of columns and filters that can be applied.



Journal Listing (WIGO)

This journal listing report lists all of the journal entries in pending or posted status from any source; whether that be a transaction, inventory adjustment, or manual creation. When you expand an entry in the journal listing report, you can see the details of the GL account associated with this journal entry along with the debit and credit amounts. This report saves you time by breaking down each journal entry in one easy page as well as displaying the detailed GL information that doesn't get broken down by the GL Balances (WIGO) report.




What's next

If you're looking for more detail on your customer and vendor activity, don't forget to check out Customer and vendor history WIGO reports

To continue your WIGO exploration, why not take a look at some of our other handy articles:


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