Softbase Evolution allows users to build their own reports via all the popular reporting tools such as Microsoft Excel or Microsoft Power BI. Any reporting tool that supports the OData standard can be used.
Below are the data points currently available via OData. Below this list see details on how to turn on permissions in Evolution for these and use in any tools that can consume use an Odata API .
- APDetail
- ARDetail
- ChartOfAccount
- Customer
- Equipment
- GL
- GLDetail
- InvoiceReg
- Part
- Vendor
- WO
- WOEq
- WOLabor
- WOMisc
- WOPart
- WOQuote
- EquipmentPODetail
- MiscPODetail
- Person
- PM
- PMName
- PMPart
- PMSecondary
- PMStatus
- POHeader
- WORental
- Order
- OrdersRecv
- ZipCode
- Depreciation
- CheckData
- CheckDetail
- EFTData
- EFTDetail
- Dept
- UserActivity
- AccountReconciliation
- AccountReconciliationDetail
- AdditionalCharges
- APPaymentType
- APRepeat
- APRepeatDetail
- APVoucher
- APVoucherDetail
- ARTerms
- Branch
- BusinessCategory
- CCTransactions
- CityTaxCodes
- Company
- ComplaintCodes
- ComponentCodes
- ContactMailing
- Contacts
- CountyTaxCodes
- CurrencyHistory
- CurrencyTypes
- CustomerExemptions
- CustomerPartsPrice
- CustomerPO
- DispatchNames
- DispatchPriority
- DispatchSecondary
- DispatchStatusTable
- EQControlNoChange
- EQCustomFields
- EQCustomLabels
- EquipLocationChange
- EquipmentAdditional
- EquipmentCost
- EquipmentHistory
- EquipmentRemoved
- EquipmentYTD
- ExpCodes
- FOB
- GLField
- GLGroup
- GLQuarter
- GLSection
- GroupTable
- InspectionQuestion
- InvCategory
- InvDetail
- InvDetailBin
- InventoryCount
- InvHeader
- InvoiceAbsoluteTaxes
- ItemDescription
- JournalDetail
- JournalHeader
- LaborQuote
- LaborQuoteGroup
- LaborRate
- LocalTaxCodes
- Location
- Make
- MarketingSources
- MechanicLabor
- MechanicLaborSignature
- MobileHourMeter
- Model
- ModelGroup
- OrdersFreight
- OrdersRecvMobile
- PartNoAlias
- PartsAltPricing
- PartsBinHistory
- PartsBinTrips
- PartsCost
- PartsCostChange
- PartsCustAlias
- PartsDemand
- PartsKit
- PartsLostSaleDetail
- PartsLostSaleReason
- PartsLostSales
- PartsOnHandChange
- PartsSales
- PartsSuppliers
- PartsTransfer
- PartsUserCross
- PartsVendorAlias
- PMSignupHistory
- ReasonDelayCodes
- ReasonRepairCodes
- RecentCustomer
- RentalContract
- RentalContractLayout
- RentalHistory
- RentalRate
- RepairCode
- SaleCodes
- SaleCodesEQMake
- SaleCodesEquipment
- SaleCodesParts
- Sales
- Salesman
- SalesmanCommission
- ServicePriorities
- ServiceVanReplenishment
- Settings
- ShipVia
- ShopStatusTable
- SpecStatus
- StateTaxCodes
- Tax
- TireTypes
- TrailerCheckIn
- TrailerSpecs
- Training
- TrainingType
- TransDetail
- TransHeader
- TransSignature
- TSHourMeter
- VendorExpAccounts
- Warehouse
- WarrantyCodes
- WebPartsOrder
- WOArrival
- WOInspection
- WOInspectionQuestion
- WOInspectionSetup
- WOLaborRemoved
- WOLock
- WOMiscRemoved
- WOPartsHold
- WOPartsRemoved
- WOPartsSerialNo
- WOPrint
- WOPrintFormat
- WOReplicate
- WOSection
- ProfitAndLos
- BalanceSheet
- ARAging
- APAging
- TrialBalance
- WIPLabor
- WIPList
- WIPMisc
- WIPPart
- WIPView
- TechnicianWarehouse
- Lead
- Opportunity
You can access any of the data points that you have access from the Data Access Folder in the Role your Evolution user is assigned to. You can access them by using the URL below;
You will want to replace the "Your Company Name" with the company name you have been provided from Softbase when the Softbase Connect API was setup. Following the /dataaccess/ you will want to insert your data access point from the list above of what data you want to return.
https://sbconnect.softbasesystems.com/(your company name)connect/dataaccess/gl
You can and will likely want to add additional filters, selects and other operators to return only specific data to allow you to return the data as efficiently and quickly as possible.
For example if you only want to return all GL data for a specific account, 1001 you would add a filter like this.
https://sbconnect.softbasesystems.com/(your company name)connect/dataaccess/gl?$filter=AccountNo eq 1001
If you only want to return specific columns, such as AccountNo, Month, Year, MTD then you would add this additional select on it
https://sbconnect.softbasesystems.com/(your company name)connect/dataaccess/gl?$filter=AccountNo eq 1001&$select=AccountNo,Month,Year,MTD
See the following article for more details on advanced filtering options; Advanced Filtering Data with OData
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