The Reports menu includes the following standard reports that let managers track sales and orders. Additional End of Month Reports are also available.
The sections below give more information on how to use these reports. The following reports are available:
To track financial performance, consider using these reports:
Invoice Register Report - Lets managers and the accounting department see the total accounts receivable.
Sell Price/Cost Overrides Report - Lists selected orders that had a selling price or cost manually overriden. This report helps you control profit margins, by viewing the order writer and gross profit on each order with manual overrides.
To manage workflow through your warehouse, consider using these reports:
Open Sales Orders Report - Shows all the orders that remain unshipped.
Customer Expediting Report - Helps you proactively monitor your important customers' open orders to see which ones needs expediting.
Find billing or other errors before sending invoices. Before printing and sending invoices, you can examine the orders that are set for invoicing. One way to do this is by running the Detailed Invoice Preview Report to inspect detailed replicas of selected invoices.
Use hot keys for more report features. Refer to the general Report Hot Keys topic for details on features including:
Using the Hold hot key (instead of the Print hot key) to save the report to your Hold file before printing. You can then examine the report details in your Hold Entry Pre-View screen. With some reports, such as the Detailed Invoice Preview Report, you can use the Pre-View screen's Edit Detail hot key to drill down and edit a selected order.
Using the Slct hot key on report screens to open an Additional Selection Input screen. You can use this to add more criteria that limits the report. The Currency field on this screen is used to select transactions that were entered in a specified currency; however the report is still printed in your company’s base currency.
Using the Opts hot key to display a list of report options. For example, you can schedule, fax, add a user-defined heading, forward a report, or send a report to the synchronized Reporting Server companion product.
There are various ways to repeat or customize reports:
Selecting the Scheduling option (Opts hot key), the Phantom Scheduler screen lets you run or repeat the report at the intervals you specify. The scheduled reports conveniently remember all your settings, including the use of variable dating. This is especially important with complex reports like the Commissions Report. This report has over 20 fields and hot keys that let you precisely customize the report information and appearance. Use the Phantom Scheduler to recall all your report settings.
Using the Eclipse Report Writer utility program, you can create your own reports from scratch, or customize sample reports that the system provides. One example is the Warranty Report. Instead of opening a preset report screen, this report opens in a Report Driver screen, letting you use the Report Writer features to edit the report itself.
Many reports can be run in either a Detail or Summary format. For example, the Product Sales Comparison Report lets you compare product sales from one year to another. See which products or categories show growth or decline. This report lets you choose:
Detail format, which lists every product.
Summary format, which lists just Product Select Code categories like Electrical or Plumbing.
Note: Some reports, such as the Sales Tax Code Report, also provide a Totals format. The Totals format is even more brief than the Summary format, because it removes the additional subtotal information.
If you have COGS.VIEW or COST.VIEW authorization, before printing reports you are often prompted to specify which cost shows on the report:
Generic Cost (the cost you want others to think you pay)
Cost of Goods Sold
None
These choices help protect the confidentiality of your cost information, for example on the Detailed Invoice GP% Report.
Each subject within the system (sales, purchasing, accounting, and so on) has its own reports. Refer to the documentation on those subjects for information on their reports. In addition, there are some reports used by various departments, including sales. For example, see the End of Month Reports documentation.