Reports are powerful tools to gather important data about your business. They can be used to summarize and display specific information, allowing you to analyze facts quickly and efficiently. The Reports available in your system are based on preset Report Templates.
Table of Contents:
Available Reports
Reports in your system are all based on pre-created Templates that are organized by Report types.
Financial
a. Financial Overview - Summary of selected Financial Values, such as WIP, Built, Invoiced, etc. over a specified period.
b. Sales Monitor - Summary of the Monthly Order Throughput of the Business as of the specified date.
Sales
a. Current Estimates - Summary of all current Estimates.
b. Estimate Status by Approved Date - Summary of Estimates based on Approved Date.
c. Estimate Status by Created Date - Summary of Estimates based on Created Date and grouped by current status.
d. Estimate Status by Lost Date - Summary of Estimates based on Lost Date.
e. Estimate Status by Voided Date - Summary of Estimates based on Voided Date.
f. Orders Built - Summary of Transactional Order Data based on Built Date and grouped by current Order Status.
g. Orders Closed - Summary of Transactional Order Data based on Closed Date.
h. Orders Invoiced - Summary of Transactional Order Data based on Invoiced Date and grouped current Order Status.
i. Orders Placed - Summary of Transactional Order Data based on Created Date and grouped by current Order Status.
j. Orders Voided - Summary of Transactional Order Data based on Voided Date.
k. Sales Details - Summary of Financial General Ledger Data (Invoices) for a time period.
l. Sales Details by Customer - Summary of Financial General Ledger Data (Invoices) for a time period and grouped by Customer.
m. Sales Details by Income Account - Summary of Financial General Ledger Data (Invoices) for a time period and grouped by Income Account.
n. Sales Details by Month - Summary of Financial General Ledger Data (Invoices) for a time period and grouped by Month.
o. Sales Details by Salesperson - Summary of Financial General Ledger Data (Invoices) for a time period and grouped by Salesperson.
p. Sales Details by Year - Summary of Financial General Ledger Data (Invoices) for a time period and grouped by Year.
Purchases
a. Current POs - Summary of all current Purchase Orders.
b. Material Purchases by Created Date - Summary of Order Materials to be purchased based on Order Created Date and grouped by Material Name.
c. Material Purchases by Created Date with Variants - Summary of Order Materials using Variants to be purchased based on Order Created Date and grouped by Material Name.
d. Material Purchases by Due Date - Summary of Order Materials to be purchased based on Order Due Date and grouped by Material Name.
e. Material Purchases by Due Date with Variants - Summary of Order Materials using Variants to be purchased based on Order Due Date and grouped by Material Name.
f. PO Status by Created Date - Summary of Purchase Orders based on Created Date and grouped by current status.
g. PO Status by Received Date - Summary of Purchase Orders based on Received Date
h. PO Status by Voided Date - Summary of Purchase Orders based on Voided Date.
i. Vendor Catalog - Summary of Catalog Items grouped by Vendor and Catalog.
Accounting
a. Accounts Receivable Detail - Details of Accounts Receivable currently open and grouped by Customer Name and Aging Period.
b. Accounts Receivable Detail by Salesperson - Details of Accounts Receivable currently open and grouped by Salesperson and Aging Period.
c. Accounts Receivable Summary - Summary of Accounts Receivable currently open and grouped by Customer Name.
d. GL Summary - Summary of General Ledger Balances for a specified period.
e. Historical Accounts Receivable - History of Accounts Receivable for a specified date and grouped by Customer Name.
f. Payment Details - Summary of Payments for a time period and grouped by payment type.
g. Tax Liabilities by Tax Group - Details of Tax Liabilities for a specified period and grouped by Tax Group.
h. Tax Liabilities by Tax Group & Tax Item - Details of Tax Liabilities for a specified period and grouped by Tax Group and Tax Item.
i. Tax Liabilities by Tax Item - Details of Tax Liabilities for a specified period and grouped by Tax Item.
Production
a. Bill of Materials - Summary of Order Components based on Order Number and grouped by Item and Component Type.
b. Destination Status - Summary of Destinations grouped by Destination Type.
c. WIP by Line Item Design Due Date - Summary of Line Items currently in Production grouped by Line Item Design Due Date.
d. WIP By Line Item Production Due - Summary of Line Items currently in Production grouped by Line Item Production Due Date.
e. WIP by Line Item Status - Summary of Line Items currently in Production grouped by Line Item Status.
f. WIP by Order Due Date - Summary of Orders based on the Order's Production Due Date and grouped by current status.
g. WIP by Order Status - Summary of Orders currently in a Production grouped by Order Status.
Business
a. Time Clock by Employee - Summary of Time Clock entries for a time period and grouped by Employee
CRM
a. Sales By Company Origin - Summary of overall Income, Cost, and Profit for each Parent Company Origin for a time period.
b. Sales by Company Origin Expanded - Summary of overall Income, Cost, and Profit for each Individual Company Origin grouped by Parent Company Origin for a time period.
c. Sales by Component Type - Summary of overall Income, Cost, and Profit for each Component grouped by Component Type for a time period.
d. Sales by Customer - Summary of overall Income, Cost, and Profit for each Customer for a time period.
e. Sales by Income Account - Summary of overall Income, Cost, and Profit for each Income Account for a time period.
f. Sales by Industry - Summary of overall Income, Cost, and Profit for each Parent Industry for a time period.
g. Sales by Industry Expanded - Summary of overall Income, Cost, and Profit for each Individual Industry grouped by Parent Industry for a time period.
h. Sales by Item Category - Summary of overall Income, Cost, and Profit for each Item Category for a time period.
i. Sales by Month - Summary of overall Income, Cost, and Profit for each Month for a time period.
j. Sales by Order Origin - Summary of overall Income, Cost, and Profit for each Parent Order Origin for a time period.
k. Sales by Order Origin Expanded - Summary of overall Income, Cost, and Profit for each Individual Order Origin grouped by Parent Order Origin for a time period.
l. Sales by Postal Code - Summary of overall Income, Cost, and Profit for each Postal Code for a time period.
m. Sales by Salesperson - Summary of overall Income, Cost, and Profit for each Salesperson for a time period.
n. Sales by State - Summary of overall Income, Cost, and Profit for each State for a time period.
o. Sales by Year - Summary of overall Income, Cost, and Profit for each Year for a time period.
Exports
a. Company List Export - Export of Company Data formatted for Excel or CSV download.
b. Contact List Export - Export of Contact Data formatted for Excel or CSV download.
c. Generic GL Export - Export of GL Data for a time period and formatted for Excel or CSV Import features.
d. Generic GL Export - Reconciliation - Export of GL Data for a specific reconciliation and formatted for Excel or CSV Import features.
e. Labors Export - Export of Labor Data formatted for Excel or CSV download.
f. Machines Export - Export of Machine Data formatted for Excel or CSV download.
g. Materials Export - Export of Material Data formatted for Excel or CSV download.
h. QuickBooks Export - Export of GL Data for a time period and formatted for QuickBooks Import feature.
i. QuickBooks Export - Reconciliation - Export of GL Data for a specific reconciliation and formatted for QuickBooks Import feature.
Linked
a. Unique Companies - Details of Company Information for GL Based Summary Reports, such as CRM Report Templates.
b. Unique Orders - Details of Order Information for GL Based Summary Reports, such as CRM Report Templates.
Adding a Report
To add a Report, navigate to Settings / Reports & Documents / Reports.
1. Click on the Green Plus button.
2. Choose either Report Templates or Existing Report.
3. Select the name of the Report you would like to add.
4. Click the Select button.
This will bring up a Details page with pertinent information. All Reports are based off of preset Report Templates so this information will automatically populate. It can be edited now, or anytime after you save.
Note: Fields marked with an asterisk are required.
5. Fill in the necessary Report Details.
a. Name - The Name is required and will appear on the Report.
b. Description- A Description will be automatically filled in here based on the Report selected. This information can be modified.
6. Use the dropdown menus to select the Report Type and Report Template. Your choices will determine what information and presets will be generated in the Report.
a. Report Type - The Type selected will affect which Templates are available.
b. Report Template - This is the building block of your Report.
7. Use the dropdown menu to select which Module or Modules this Report will be displayed in. You can also select which subsections of the Reporting Module will display this Report.
Note: Additional Report Menu Groups can be created at any time in Settings / Reports & Documents / Report Menu Groups.
8. Choose who can view the Report.
a. Choose between letting everyone view the Report or limiting to certain Roles.
b. Use the dropdown menu to select which Role or Roles will be able to view the Report.
Note: This dropdown is only visible when the Only Certain Roles option has been selected.
9. Click Save and Continue.
Using Reports
Begin by navigating to Reporting / All Reports and selecting the appropriate Report.
Note: The Report will open in a new tab with several options.
a. Options - Specific Options will vary depending on the Report selected.
Note: Changes made here will immediately reflect on the preview to the right.
b. Filters - Specific Filters will vary depending on the Report selected.
Note: Changes made here will immediately reflect on the preview to the right.
c. Expanding Arrow - Click here to expand or collapse the Filters bar.
d. Refresh - Click here to quickly reload your screen.
e. Options - Clicking this will either expand or hide the Options bar on the left of the preview.
f. Filters - Click here to expand or collapse the Filters bar.
g. Print - Click here to print this Report.
h. Email - Click here to email this Report.
i. Download - Click here to download this Report.
j. Close - You may close this tab by clicking here.
