Reports #
There are two kinds of reports in the system: “pdf” and “analysis”. Either kind of report can be viewed on screen or emailed as an attachment to yourself. Analysis reports are emailed in Microsoft Excel format. To view reports you would normally have an Adobe pdf view and an Excel-compatible spreadsheet program installed on your own computer.
Reports are created either from a specific document such as a sales order or from the reports drop down list on the dashboard of a main menu. On a specific document, selecting the report from a drop own list will by default open it on a new window or new tab in your browser. To have it sent by email first check the check box by the envelope item and then choose the report from the dropdown list.
The following table is a list of all reports in the system which are available from the main menu dashboards. Some reports are only available with specific optional extensions, and these are marked. Some reports need the user to have the “Show costs” role set in the Admin – Users. (Costs means purchase or manufacturing costs, it does not restrict access to sales prices and price lists.)
Menu | Dashboard | Report Name | Type | Has costs | Extension needed |
Sales | SalesOrders | Sales order summary | |||
Sales | SalesOrders | Sales order list | |||
Sales | SalesOrders | Sales order schedule | |||
Sales | SalesOrders | Sales order manufacturing | X | ||
Sales | SalesOrders | Sales order acknowledgement | |||
Sales | SalesOrders | Open sales orders | |||
Sales | SalesOrders | Commissions report | X | ||
Sales | SalesOrders | Sales Order Product Structure Analysis | Excel | ||
Sales | SalesOrders | Sales order material needs analysis | Excel | ||
Sales | SalesOrders | Sales order analysis | Excel | ||
Sales | SalesOrders | Product availability analysis | Excel | ||
Sales | SalesQuotations | Sales quotation analysis | Excel | X | |
Sales | SalesOrders | Commissions analysis | Excel | X | |
Sales | SalesProjects | Revenue and cost status analysis | Excel | X | X |
Sales | SalesProjects | Project cost overview analysis | Excel | ||
Sales | SalesForecasts | Sales forecast for products | X | ||
Sales | SalesForecasts | Sales forecast analysis | Excel | ||
Sales | SalesAgreements | Agreement Analysis | Excel | X | |
Sales | SalesProducts | Sales price list with customer codes | X | ||
Sales | AfterSales | Asset tracking analysis | Excel | X | |
Sales | SalesProducts | Sales price list | X | ||
Sales | SalesProducts | Sales summary by product | Excel | ||
Sales | SalesCustomers | Partner detail | |||
Sales | PartnerRelationships | Suppliers and manufacturers | |||
Sales | PartnerRelationships | Partner list – labels | |||
Sales | PartnerRelationships | Telephone list | Excel | X | |
Sales | SalesOtherOperations | Company summary | Excel | ||
Sales | SalesOtherOperations | Sales margin | Excel | X | |
Sales | SalesOtherOperations | Price list analysis | Excel | ||
Purchase | PurchaseOrders | Purchase order summary | X | ||
Purchase | PurchaseOrders | Purchase order list | X | ||
Purchase | PurchaseOrders | Purchase order conflicts | |||
Purchase | PurchaseOrders | Purchase order | X | ||
Purchase | PurchaseOrders | Open purchase orders | X | ||
Purchase | PurchaseOrders | Late purchase orders | X | ||
Purchase | PurchaseOrders | Purchase Price Variance | Excel | X | |
Purchase | PurchaseOrders | Purchase order lines | Excel | X | |
Purchase | PurchaseOrders | Purchase order analysis | Excel | X | |
Purchase | PurchaseOrders | Excess purchases analysis | Excel | ||
Purchase | PurchaseProducts | Current purchase needs details | |||
Purchase | SupplierOffers | Supplier offers | X | X | |
Purchase | PurchaseProducts | Current purchase needs | |||
Purchase | PurchaseProducts | Purchased material situation analysis | Excel | X | |
Purchase | PurchaseProducts | Purchase price history | Excel | ||
Purchase | PurchaseProducts | Material forecast analysis | Excel | ||
Purchase | PurchaseProducts | Purchase needs analysis | Excel | ||
Warehouse | WarehouseOperations | Sales dispatch summary | |||
Warehouse | WarehouseOperations | Dispatch detail | |||
Warehouse | WarehouseOperations | Customer return summary | X | X | |
Warehouse | WarehouseOperations | Delivery schedule | |||
Warehouse | WarehouseOperations | Delivery history | |||
Warehouse | WarehouseOperations | Available for shipping | |||
Warehouse | WarehouseOperations | Own delivery certainty | Excel | ||
Warehouse | WarehouseOperations | Deliverable sales analysis | Excel | ||
Warehouse | WarehouseOperations | Customer return analysis | Excel | X | X |
Warehouse | WarehouseOperations | Receipt analysis | Excel | X | |
Warehouse | WarehouseOperations | Delivery schedule analysis | Excel | ||
Warehouse | WarehouseOperations | Supplier delivery certainty | Excel | ||
Warehouse | WarehouseOperations | Customer returns costs summary | Excel | X | |
Warehouse | WarehouseOperations | Dispatch analysis | Excel | ||
Warehouse | WarehouseOperations | Customer returns costs analysis | Excel | X | |
Warehouse | Traceability | Stock value by lots | X | X | |
Warehouse | Traceability | Lot history | X | ||