Commonly Used Reports

The system offers many reports to help you manage your business. Some of these reports should be run frequently, while others can be run at the end of each month.

When you run a system report, you can enter selection criteria to limit the data the system includes in the report. You can print reports, forward or fax them to other users, or store them in the Hold file.

Access reports from the following locations:

Reports submenu on the main area-of-business menu, such as Orders or A/P.
End of Month Reports menu.

The following is a list of the most commonly used system reports. Click a report name for more information about running and using the report.

Report	Description
Vendor Purchases	Provides a summary of purchase and payment information for inventory received from each vendor.
Aged Cash Requirements	Displays your future cash requirements.
A/R Aging	Lists how much money your customers owe your company and for how long the money has been owed.
Items Sales	Displays product sales, quantity, gross profit, price, and cost information for a single period or different periods of time.
Sales Margin Summary	Summarizes sales and gross margin information by sales type, sales source, and product type.
Customer Sales Rebates	Lists product sales that are eligible for vendor rebates.
Customer Sales Comparison	Compares this year's sales to last year's. The report displays Sales, GP Dollars, and GP Percentage.
Order Service Level	Gives a statistical picture of how successful you are in completing your orders by the required date.
Product Fill Rate	Gives a statistical picture, on a product-by-product basis, of how successful you are in sending your customers the products they requested by the required date.
Comparative Sales Service Level	Compares sales service level data for two different periods of time.
Vendor Service Level	Provides a statistical picture of your purchase order completion performance.
Inventory GMROI	Analyzes your sales for any 365-day period and displays information that helps you analyze your return on investment.
Comparative GMROI	Compares your company's GMROI data for two time periods.
Inventory GMROI by Price Class	Evaluates your return on investment as it relates to your price classes.
Inventory GMROI by Sell Group	Evaluates your return on investment as it relates to your sell groups.
General Ledger	Lists the posting from each source for one or more general ledger accounts for a specified period of time.
Print Source Register	Lists all the transactions from a designated source of posting for a certain period of time. Use to audit your general ledger.
Suggested Purchase Order	Prints different summary reports from the information generated by the Suggest P/O program.
Inventory Valuation	Displays the value of the products in a price line, a series of price lines, or all price lines within one or more branches.
Aged Inventory	Examines the annual sales of each item in a price line, determines the number of pieces on hand, and calculates how long it will take to sell those items.
Incoming Freight Audit	Reviews your accounts payable items to see if any freight is listed. If there was a tagged sale involved on which you paid freight on the incoming shipment, you are then able to pass that freight charge on to the customer.
Purchase Price Overrides	Lists occurrences of purchase price overrides, a well-known source of invoicing errors.
Transfer Register	Reports on transfer transactions between branches. Use to check for shipping/receiving or pricing/costing discrepancies between branches.
Detailed Invoice Preview	Displays detailed copies of selected invoices, before actually printing the invoices.
Sell Price/Cost Overrides	Lists orders that had a selling price or cost manually overridden.
Canceled Invoices/Orders	Lists your canceled sales orders.