Custom Fishbowl Reporting, SQL & BI Dashboards
Get the information your business needs when standard Fishbowl reports aren’t enough. Financial Fitness creates custom SQL queries, reports, dashboards, KPIs, and data solutions built around the questions your team is actually trying to answer.
When Standard Fishbowl Reports Aren’t Enough
Fishbowl contains a great deal of useful operational data, but standard reports don’t always answer the questions management, accounting, purchasing, manufacturing, or operations teams need answered. Custom reporting can turn that underlying data into information you can actually use.
You need fields the standard report doesn’t include
Combine information from sales, purchasing, receiving, inventory, manufacturing, customers, products, or other Fishbowl data into one useful view.
You’re exporting data to spreadsheets repeatedly
Replace repetitive exports and manual spreadsheet manipulation with reports or dashboards built around the information you actually need.
You need different filters or calculations
Add date ranges, statuses, classes, locations, custom fields, quantities, costs, margins, or calculations that standard reports don’t provide.
Different parts of the system need to be connected
Bring sales orders, work orders, BOMs, receiving, inventory activity, purchasing, customers, and other related data together for clearer analysis.
Management needs better visibility
Create dashboards and KPIs that show sales, inventory, purchasing, picking, shipping, manufacturing, fulfillment, and other operational performance.
You need answers to a specific business question
Sometimes the best solution isn’t another canned report—it’s a focused SQL query, custom dataset, or dashboard built to answer one particular question.
Reporting Solutions Built Around Your Business
The right reporting solution depends on the question you’re trying to answer. Financial Fitness can work directly with Fishbowl data to create focused queries, reports, dashboards, and analysis without forcing your business into a one-size-fits-all reporting process.
Custom SQL Queries
Retrieve exactly the Fishbowl data you need, combine related tables, apply business-specific filters and calculations, and answer questions that standard reports can’t.
Custom Fishbowl Reports
Create practical reports for sales, purchasing, receiving, inventory, manufacturing, fulfillment, customers, products, and other operational areas.
BI Dashboards & KPIs
Turn Fishbowl data into visual dashboards that help management monitor trends, workload, inventory, sales activity, purchasing, fulfillment, and performance.
Management & Operational Reporting
Build recurring reporting around the numbers managers actually use to run the business rather than relying on raw exports or generic canned reports.
Data Analysis & Troubleshooting
Trace transactions, reconcile unexpected quantities or costs, investigate workflow issues, and use the underlying data to understand what is actually happening in the system.
Ongoing Reporting Support
Modify existing reports, add new fields or filters, build new queries as business needs change, and continue improving reporting over time.
Examples of Questions Fishbowl Data Can Answer
Sometimes you don’t need a completely new reporting system—you just need a clear answer to a specific business question. Custom queries and reporting can pull together the Fishbowl data needed to answer questions like these.
When was this part last purchased?
Identify the most recent purchase date and related purchasing history for individual parts.
Which work orders were completed, and what did they produce?
Report on completed work orders, finished goods, BOM information, classes, dates, and other manufacturing details.
How has inventory changed over time?
Trace inventory activity and transaction history to understand quantity changes, locations, costs, and related events.
What was actually received, when, and at what cost?
Build receiving summaries showing purchase orders, vendors, parts, quantities, dates received, unit cost, and other relevant detail.
What is the status of our sales and fulfillment activity?
Combine sales orders, line items, picking, fulfillment, shipping, and status information into a more useful operational view.
What does management need to see every day?
Create dashboards for sales, open orders, purchasing, picking, shipping, manufacturing, inventory, and other KPIs without manually rebuilding spreadsheets.
From Question to Working Report
A useful report starts with the business question—not with the database. The goal is to understand what you need to know, identify the right Fishbowl data, and deliver something your team can actually use.
1. Define the Business Question
Clarify what you’re trying to measure, investigate, reconcile, or improve and who will use the information.
2. Identify the Fishbowl Data
Determine which tables, transactions, fields, custom fields, statuses, and related records contain the information needed.
3. Build & Validate the Solution
Create the SQL query, report, dataset, or dashboard and test the results against Fishbowl to make sure the numbers are accurate.
4. Deliver Something Useful
Present the information in a format that works for your team—whether that’s a report, query, dashboard, recurring management view, or data export.
Custom Fishbowl Reporting FAQ
-
Yes. Depending on what you need, an existing reporting approach can often be modified to add fields, filters, calculations, date ranges, statuses, classes, custom fields, or other information. In other cases, a new query or report may be the cleaner solution.
-
Yes. Custom SQL queries can combine information from different parts of the Fishbowl database and answer business questions that aren’t addressed by standard reports.
-
Yes. Fishbowl data can be used to create dashboards and KPIs for areas such as sales, inventory, purchasing, receiving, manufacturing, picking, shipping, fulfillment, and management reporting.
-
Yes. Related Fishbowl data can often be connected to provide a more complete operational view, including sales orders, work orders, BOMs, inventory activity, receiving, purchasing, customers, and products.
-
Yes. The underlying transaction data can be useful for tracing quantity changes, receiving activity, costs, locations, and other events to understand why a number or balance is different from what you expected.
-
No. The best solution depends on what you’re trying to accomplish. A focused SQL query or custom report may be enough for a specific question, while dashboards are useful when you need recurring visual management reporting.
Have a Reporting Question?
Schedule a complimentary 20-minute consultation to discuss the information you need and the best way to get it from Fishbowl.