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Reports Index by Module

An index to all the reports available in TransActPOS is provided to help in finding the appropriate report on the information desired.  Click on the highlighted and underlined entry to display the help file on the selected report.  A Reports Index by Subject is also available.
 
Note: The following file will show the TransActPOS equivalent of Activant reports. Click the file to download it and determine which report is for you. TransActPOS Report Comparisons - Activant
 
POS
Print Invoice                       -  Reprinting of original invoices
Cash Receipts                   -  Summary or detail report of all receipts by types and range of dates
Sales Report                      -  Summary or detailed reports of sales by item types
Invoice List                         -  Summary or detailed list of all types of invoices or account charges by customer id or        salesperson
Delivery Report                   -  Summary of delivery tickets by dates or customer id
Z-Number Report                -  Workstation reconciliation report
Reconciliation                    -  Reprint of reconciliation by Z-Number
Daily Report                       -  A selectable group of workstation reports
Sales Tax                          -  Sales tax summary and non-tax reports
Exceptions                        -  A listing of all special transactions for the workstation
Gift Cards                          -  A listing of all Gift Card transactions
Layaways Aging Report      -  Layaway aging report
Promotions                        -  Listing of promotions for a range of dates
Sales by Day                     -  Sales by day or salesperson
Paid Outs                          -  All Paid-Outs by cashier and Z-Number
Layaway Open Item Report -  The amount and balance of each layaway by item number either by a single item or all items
Payment Detail                  -  Detail payments to outstanding invoices
 
AR
Customer List               The Customer List report will provide a list of address information for the specified range of customers.
Customer Entry             Listing of customer ID, date, name and the entering person name.
Aging Report                 Customer account aging report
Cash Receipts              Point of sale transactions report.
As Of Aging                 Report on the account balance as of a set a date
Sales Report                Review a range of sales activities.
Sales by Class             Summary report by inventory class for a given date range
Sales By Zip                Sales by zipcode for items, salesperson or class
Sales Tax                    Sales Tax Summary Report and Non Taxed Sales Report
Invoice List                   Customer invoices and credits
Print Invoice                 Copies of original invoices
Commissions               Sales information to determine salesperson commission.
Daily Report                A group of reports are provided for a selected day
Invoice Detail               A condensed invoice detail report
Class Mth Sales          A summary  of sales by classes by the month
Delivery Tickets           A summary of the delivery tickets
Payment Detail           Details of the application of a payment to outstanding invoices
Account Pymts           Report of payments on an account for a range of dates
 
Customer File
 
Ledger               - Provides a listing of invoices, credits, and payments                 
Gift Report         - Lists the Gifts Given by the customer or the Gifts Received by the customer
Charge Inv.        - Provides a detailed invoice report or a summary of invoices or items purchased by the customer
Payments         - Displays all payments by the selected customer, only payments either made on the customer account or only cash purchases made with the customer’s account selected during the sale
Coupons           - Shows coupons used by the customer
Sales Report     - Shows the same sales report as the IC Sales Report, but for this specific customer
Invoices            - Sames as the Charge Inv. above
Rentals            - Lists all the past rental contracts, with detail, for the customer
Price List         - Generates a general or specific list of item price discounts that are set for the customer
Open Invoices  - Displays all open invoices for the selected customer
Email              - Presents all the e-mails with date, time, and subject for the customer
Sales Order     - Allows you to create, modify, or lookup a Sales Order
SO
Aging Report                     - The Detail Aging Report will provide a list of all open sales orders and amounts for four periods of time.
                                        - The Summary Aging Report will list all open sales orders by date, amount and balance due.
Listing Report                    - The Detail Listing Report will list all sales orders with item details for a selected period of time.
                                        - The Summary Listing Report will list the sales orders with order date, tax amount and order amount for a selected period of time.
Simple List                        - The Simple List will list all sales orders, quotes and/or recurring orders with customer name, ID and comment.
                                        - The Manager Simple List will report all sales orders, quotes, and/or recurring orders with order date, SO code, tax and order amount.
Written Sales                    - The Detail Written Sales report will list all invoices and new orders with item details for a selected period of time.
                                        - The Summary Written Sales report will list all invoices and new orders with totals for a selected period of time.
Deposits                           - The Deposits option will show all unapplied deposits in all of your sales orders.
IC
Item Listing  -  lists information for selected items
On-hand  -  a total value of inventory
Item Entry  -  items added to the system for a specified date range
As of Report  -  an inventory value as of the specified date
Item History  -  sales history of the items
Kit Listing  -  available kits present in the inventory system
Reorders  -  list all the orders for items selected
Adjustments  -  adjustments for the selected date range of a specific group of items
Physical Sheet  -  physical inventory worksheets
Price List  -  a listing of retail prices for a specified group of items
Duplicates  -   locates item numbers in the system that are the same
Label Queue  -  prints saved labels
Sales Report  -  sales data based upon the specified date range in either a detail or summary format
Commissions  -  detailed, summary or consolidated report for commissions
Sales Tax  -  summarized view of the sales tax and non-taxed during the date range specified
Hot Items  -  determine the number of top selling items
Slow Items  -  determined by items that have not had sales since a specified date
Vendor Listing  -  report of the vendor information
Track Serial #  -  reporting all activities pertaining to a specific serialized inventory item
Out of Bounds  -  abnormalities within the current inventory
Returns Report  -  returns during the point of sale process for a specified date range
Item Ranking  -  sales ranking of items
Location Label  -  creates a label which can be placed at the ends of store aisles
Ghost Items  -  items that have been missed during a physical inventory
Sales Since  -  sales since a date and time
Vendor Parts  - listing of all or part of the items from a vendor
Other Prices  -  lists all the special, sales, quantity, etc. prices for items
Item Units  -  lists the defined units of class, code, stock and purchase related to an item
PDA Export  -  under development
Price Ending  -  list of selected class of items with a selected ending price
Serial Number -  list of serialized items
Price Changes - list of price changes
Single History - sales history of any item
 
Item's Inventory File
Adjustments                       -  All or selected inventory adjustments for this item
Sales                                 -  Report on the sales for only this item.
Sales Report                       -  Will bring up the Sales Report screen.
Serial Numbers                   -  Report on the serial numbers for the selected item
Price Changes                    -  Will report on price changes made on this item
On Layaways                      -  Report of this item on layaways.
On SOs (Sales Orders)        -  Report of this item on Sales Orders.
On POs (Purchase Orders)   -  Report of this item on Purchase Orders
On Srv Tkts   -  Report of this item on Service tickets
PO
PO Listing           -  Listing of all types of Purchase Orders open or closed
PO Receipts  -  All items entered as being received in inventory
Reorders       -  Recommended list of items to be reordered
Invoice Aging -  PO encumbrance report
 
EZ Marketing
Sales by Class                   -  generation of e-mail lists by class and creation of postcards
Zipcode Count                    -  number of customers by zipcode
Service
Ticket Report      -  Detailed or a summary list of service tickets for a period of time
Warranties          -  Manufacturing warranty filings
Completed Tkts   -  Detailed or summary listing completed tickets
Service Times     -  Service tickets labor times
Rentals
Rental Items     -  Listing of rental items
Rental Prices    -  Listing of rental prices and fees
Open Items       -  Open or overdue rentals
Schedule          -  Pickup or return schedule of rentals
Item Analysis    -  Revenue and cost ratio of rental items
Customer List   -  List of Rental customers
System
GL Distribution       -  Daily GL postings for range of dates
Store Stats            -  Sales statistical report for a period of time
Comp Sales           - 1-3-6-12 month sales comparisons
GMROI                  -  General Monthly Return on Investment Report
Config Schd Rpts    -  System schedule for daily and monthly reports
Run Sch Rpts         -  Manually run the scheduled reports
Email Reports         -  Setup reports that will be automatically be sent to you at designated times
Gift Reg Item          -  Report on items listed within gift registries
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