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Report List

Last Updated
August 14th, 2008

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To see a list of reports, click Report List from the Tasks Box of the Reports Module.


Sales Reports

The following reports are available under the Sales Tab in the Report List.

  • Sales by Product Summary – A list of products showing a summary of how much has been sold and purchased.
  • Sales by Product Details – A report which breaks down the products and sales orders to show you how well a product has been selling.
  • Sales Order Summary – Shows a summary of financial information for a number of sales orders.
  • Sales Order Profit Report – A list of Sales Orders with the estimated profit of each.
  • Sales Order Operational Report – A list of Sales Orders with their statuses and requested ship dates.
  • Sales Tax Report – Shows the total amount of Sales Tax that you have collected from customers.
  • Customer Payment Summary – A list of your customers along with their balance and last order date.
  • Customer Payment Details – A list of Sales Orders for which you still need to receive payment.
  • Customer Order History – The detailed contents of the orders that your customers have made in the past.
  • Product Customer Report – Shows you all the customers that have ordered a product.
  • Back Order Report – Shows you the remaining products that you need to ship out to satisfy your customers' orders.
  • Sales Representative Report – Shows you the Sales Orders that each sales representative was responsible for.

Purchasing Reports

The following reports are available under the Purchasing Tab in the Report List.

  • Purchase Order Summary – Shows a summary of a number of Purchase Orders.
  • Purchase Order Details – Shows you the items you've purchased from vendors.
  • Purchase Order Status – Shows the Purchase Orders from vendors for different products
  • Purchasing Tax Report – Shows the total amount of Sales Tax that you have paid to vendors.
  • Product Cost Report – Shows you the costs at which you purchase products and average cost.
  • Vendor Product List – A list of products with their related info from Vendors.

 

Inventory Reports

The following reports are available under the Inventory Tab in the Report List.

  • Inventory Summary – The total quantities of product inventory levels per product.
  • Inventory Details Report – A detailed list of inventory, including the product, location, and quantity.
  • Inventory by Location – Shows the total amount of each product in a location (adding up over sublocations)
  • Inventory Movement Summary – Shows the amount of stock that has moved in and out of each location over time.
  • Inventory Movement Details – Shows a full log of how the inventory has been moved around.
  • Estimated Inventory Duration – Estimates how long your current inventory stock will last based on how fast each product has been selling recently.
  • Stock Reordering Report – Shows total quantities of stock available along with reordering information.
  • Product Price List – A list of products along with their prices.
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