Second-generation (2nd gen) reporting brings some significant improvements to the reporting functionality in CoreBridge. The interface is significantly more powerful and flexible, including dynamic filters, enhanced drilldown options, in-report links to customers and estimates/orders, redesigned formatting that makes exporting easier, and allows customizing what values are included in sales and cost of goods sold values at the system level. For information on how to use second-generation reports, please refer to the Using Second-Generation reports article.  

Second-generation reports can typically be identified by the Access Legacy Reports links below the report description, however, newer reports will only be created in the 2nd gen format and not the legacy format. Some current 2nd gen reports include:

  • Sales by Customer
  • Sales by Salesperson 
  • Sales by Entered By 

Report Formats


Shows information summarized with the option to drill-down for additional information. Drilldown functionality is typically accessed by clicking on the Sales Amount value for that row. 


Shows additional information based on the selected report. For many sales related reports, this means order contact information can be shown by enabling the columns.

Legacy Reports

If a 2nd gen report is available and it's replacing a first-generation, or legacy report, you can still access this format.

To access legacy reports, click on Access Legacy Reports links found below the report description.