PhreeForm is Bizuno’s report and form designer. Every report you’ve seen in this manual — Sales by Customer, A/P Aging, Trial Balance — plus every printed document (invoices, POs, statements, checks) is a PhreeForm template. With PhreeForm you can copy, tweak, or build from scratch without writing code.

How to get there #

Menu: Tools → PhreeForm
Direct URL pattern: https://yourdomain.com/?bizRt=phreeform/main/manager

Two things PhreeForm produces #

• Reports — tabular outputs like Aging, Inventory Valuation, Sales by Category. Exported to PDF, HTML, CSV, or Excel.
• Forms — printable documents like Invoices, Packing Slips, POs, Checks, Statements, Mailing Labels.

Both use the same designer; they just differ in layout conventions and which data fields are available.

Report / form groups #

Templates are organized into Groups (category codes in the URL like gID=cust, gID=vend, gID=inv, gID=bnk, gID=gl, gID=qlt). Each module’s Reports screen is just a filter of PhreeForm by group.

Copy before you edit #

First rule of PhreeForm: don’t edit a shipped template in place. Copy it first. That way your custom version is yours, and future Bizuno updates won’t overwrite your work or be blocked by it.

1. Find the template in the list.
2. Click the Copy icon.
3. Rename the copy (conventionally add your shop initials — e.g., RC – Invoice Standard).
4. Open the copy for editing.

The designer, at a glance #

Panel	What it does
Header / Footer	Top and bottom of every page — logo, address, page number, “Thank you” line.
Body	The main content — line items for a form, grouped rows for a report.
Filters	Runtime parameters: date range, customer, item, department, etc.
Sort / Group	Sort order and grouping levels (e.g., Sales grouped by Customer).
Data Fields	The drag-and-drop source columns available from the underlying query.
Preview	Render with sample parameters.

Common edits on the Invoice form #

• Logo — upload your shop logo; place in the header.
• Return address — replace the default with your shop address.
• Terms / footer message — “Thanks for riding with Ridgeline Cycles. Payment due on receipt.”
• Color accents — match your brand.
• Line-item columns — add Item SKU, remove Warehouse if you only have one.
• Subtotal / tax / total block — tweak order or formatting.

Common edits on reports #

• Add a “% of Revenue” column to the P&L.
• Group Sales by category (Bikes / Parts / Apparel / Service) using Inventory Category rather than account number.
• Add a subtotal break at every customer change.
• Change the font size — many shops find the default too small when printed.
• Add a runtime filter (e.g., Salesperson) that wasn’t in the shipped version.

Preview, test, save #

1. Click Preview as you edit. It renders with realistic sample data.
2. Save the template.
3. Go back to the module’s Reports screen and run the new template against real data to verify.

Important: If a report starts throwing errors after your edits, the most common cause is that you removed a field that a downstream calculation or grouping depended on. Export & Backup the report before you edit, or always keep the shipped version as a reference copy.

Importing and exporting templates #

PhreeForm templates are XML files. You can:

• Export a template to share with another Bizuno site (e.g., your bookkeeper’s sandbox).
• Import a template someone else built (from the Bizuno community or your consultant).

Imported templates arrive in the selected group with a default name — rename to fit your conventions before going live.

Custom fields in reports #

Custom fields added in Custom Fields & Mass Update appear as available data fields in PhreeForm. If you added a “Build Style” custom field on the Inventory item, you can drag it into a report column.

When PhreeForm isn’t enough #

A small percentage of what you might want to report on isn’t covered by PhreeForm’s query library. In those cases:

• Export the underlying data as CSV and finish the analysis in Excel.
• Or ask your Bizuno consultant to add a custom datasource to the query library.

Tips for Ridgeline Cycles #

• Build your custom Invoice and PO templates first — they’re what customers and vendors see.
• Keep a naming convention (RC – Invoice Standard, RC – Invoice Service, RC – Statement Monthly). Sortable and scannable beats clever.
• Document which template is the default for each transaction type in your admin settings so you don’t accidentally print on an old copy.
• Export your customized templates and check them into a folder alongside your Bizuno backup. They’re part of your setup, not disposable.

Where to go next #

• Email Templates — email wording that wraps around the PhreeForm PDF.
• Custom Fields & Mass Update — extend the data available to PhreeForm.
• Admin → Settings → Form Defaults — which PhreeForm form prints by default for invoices, POs, statements, etc.