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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.701  Help ID: 325

AR Reports

AR | Reports includes several company, workstation, and shift related reports.  All reports are accurate as of the last transaction made within the system; no updating of data is required.
 
Hover over the number in the image below and click on the button in the pop-up window to go directly to that report, or click on the button below the image.
Reports
1
1.
Lists basic customer information and statement information
2
2.
Lists basic customer information and account details
3
3.
Customer account aging report
4
4.
Lists account payments by type
5
5.
Aging report as of specified date
6
6.
 
7
7.
Provides sales data by item
8
8.
Provides sales data by inventory class
9
9.
Provides sales data by customer zip code
10
10.
Summary of taxed and non-taxed sales
11
11.
Provides sales and tax data per tax location
12
12.
Lists tax IDs for non-taxed customers and jobs
13
13.
Lists all invoices and credits
14
14.
Prints a copy of an invoice
15
15.
Provides sales data per salesperson
16
16.
Selectable group of workstation reports
17
17.
Averages sales per hour
18
18.
 
19
19.
Lists invoice summaries
20
20.
Shows sales by class per month
21
21.
Lists delivery tickets
22
22.
Provides data on scheduled or completed deliveries
23
23.
Provides data on usage of items in service tickets
24
24.
Lists tab invoices
25
25.
Lists payments on customer accounts
26
26.
Lists customer credits applied to invoices
27
27.
Lists stored credit card information
28
28.
Provides information on payment application
29
29.
Provides sales by store location
30
30.
Lists all items that are paid in full
31
31.
Shows statements and associated invoice summaries
 

The contents of Reports

Customer List
Customer Entry
Aging Report
Cash Receipts
As Of Aging
Sales Report
Sales by Class
Sales by Zip
Sales Tax
Tax Location
Tax ID Report
Invoice List
Print Invoice
Commissions
Daily Report
Hourly Sales
Invoice Detail
Class Month Sales
Delivery Report
Delivery Schd
Usage Report
Tab Invoices
Account Pymts
Applied Credits
Stored Cards
Payment Detail
Location Sales
Paid In Full
Statements