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(c) Profile Systems Design Group, Inc. 2024 Build: 4.008.701 Help ID: 1079

Reports Index by Subject

Help files are available on the following subject areas. Click on the subject to display a detailed list of the reports related to the subject.

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

Inventory Items

Profit and Margins

Purchase Orders

Accounting

Report	Description	Path
Cash Receipts	Summary or detail report of all receipts by types and range of dates	POS \| Reports \| Cash Receipts AR \| Reports \| Cash Receipts
Comp Sales	1-3-6-12 month sales comparisons	System \| Reports \| Comp Sales
Config Schd Rpts	System schedule for daily and monthly reports	System \| Reports \| Config Sched Rpts
Daily Report	A selectable group of workstation reports	POS \| Reports \| Daily Report AR \| Reports \| Daily Report
Exceptions	A listing of all special transactions for the workstation	POS \| Reports \| Exceptions
GL Distribution	Daily GL postings for range of dates	System \| Reports \| GL Distribution
GMROI	General monthly return on investment report	System \| Reports \| GMROI
Invoice List	Summary or detailed list of all types of invoices or account charges by customer id or salesperson	POS \| Reports \| Invoice List
Layaways Aging Report	Layaway aging report	POS \| Reports \| Layaways
Layaway Open Item Report	The amount and balance of each layaway by item number either by a single item or all items	POS \| Reports \| Layaways Open
Paid Outs	All Paid-Outs by cashier and Z-Number	POS \| Reports \| Paid Outs
Payment Detail	The detail of the application of a payment to outstanding invoices	POS \| Reports \| Payment Detail
Print Invoice	Reprinting of original invoices	AR \| Reports \| Print Invoice
Promotions	Listing of promotions for a range of dates	POS \| Reports \| Promotions
Reconciliation	Workstation reconciliation report	POS \| Reports \| Reconciliation
Sales Report	Summary or detailed reports of sales by item types	POS \| Reports \| Sales Report AR \| Reports \| Sales Report
Sales Tax	Sales tax summary and non-tax reports	POS \| Reports \| Sales Tax
Sales Statistics	Sales statistical report for a period of time	System \| Reports \| Store Stats
Sales by Day	Sales by day or salesperson	POS \| Sales by Day
Written Sales	The Detail Written Sales report will list all invoices and new orders with item details for a selected period of time.	SO \| Reports \| Written Sales
Written Sales	The Summary Written Sales report will list all invoices and new orders with totals for a selected period of time	SO \| Reports \| Written Sales
Z-Number Report	POS by Z-Number report on all workstation transactions	POS \| Reports \| Z-Number Report

Commissions

Report	Description	Path
Commissions	Sales information to determine salesperson commission	AR \| Reports \| Commissions

Customers

Report	Description	Path
Aging Report	The AR customer account aging report	AR \| Reports \| Aging Report
Aging Report	The SO Detail Aging Report will provide a list of all open sales orders and amounts for four periods of time.	SO \| Reports \| Aging Report
Aging Report	The SO Summary Aging Report will list all open sales orders by date, amount and balance due	SO \| Reports \| Aging Report
Customer List	The Customer List report will provide a list of address information for the specified range of customers.	AR \| Reports \| Customer List
Customer Entry	Listing of customer ID, date, name and the entering person name.	AR \| Reports \| Customer Entry

Delivery

Report	Description	Path
Delivery Report	Summary of delivery tickets by dates or customer id	POS \| Reports \| Delivery Report
Delivery Tickets	A summary of the delivery tickets	AR \| Reports \| Delivery Tickets

Gifts

Report	Description	Path
Gift Cards	A listing of all Gift Card transactions	POS \| Reports \| Gift Cards
Gift Reg Item	Reports on items listed within gift registries	System \| Reports \| Gift Reg Item

Inventory Items

Report	Description	Path
Adjustments	All or selected inventory adjustments for this item	IC \| Inventory File \| Reports \| Adjustments
Adjustments	Adjustments for the selected date range of a specific group of items	IC \| Reports \| Adjustments
As of Report	An inventory value as of the specified date	IC \| Reports \| AS of Report
Commissions	Detailed, summary or consolidated report for commissions	IC \| Reports \| Commissions
Duplicates	Locates item numbers in the system that are the same	IC \| Reports \| Duplicates
Ghost Items	Items that have been missed during a physical inventory	IC \| Reports \| Ghost Items
Item History	Sales history of the items	IC \| Reports \| History Item
Hot Items	Determine the number of top selling items	IC \| Reports \| Hot Items
Item Listing	Lists information for selected items	IC \| Reports \| Item Listing
Item Entry	Items added to the system for a specified date range	IC \| Reports \| Item Entry
Item Ranking	Sales ranking of items	IC \| Reports \| Item Ranking
Item Units	Lists the defined units of class, code, stock and purchase related to an item	IC \| Reports \| Item Units
Kit Listing	Available kits present in the inventory system	IC \| Reports \| Kit Listing
Label Queue	Prints saved labels	IC \| Reports \| Label Queue
Location Label	Creates a label which can be placed at the ends of store aisles	IC \| Reports \| Location Labell
On-hand	A total value of inventory	IC \| Reports \| On-hand
Other Prices	Lists all the special, sales, quantity, etc. prices for items	IC \| Reports \| Other Prices
Out of Bounds	Abnormalities within the current inventory	IC \| Reports \| Out of Bounds
PDA Export	Under development	IC \| Reports \| PDA Export
Physical Sheet	Physical inventory worksheets	IC \| Reports \| Physical Sheet
Price Changes	List of price changes for selected item	IC \| Inventory File \| Reports \| Price Changes
Price Ending	List of selected class of items with a selected ending price	IC \| Reports \| Price Ending
Price List	A listing of retail prices for a specified group of items	IC \| Reports \| Price List
Reorders	List all the orders for items selected	IC \| Reports \| Reorders
Returns Report	Returns during the point of sale process for a specified date range	IC \| Reports \| Returns Report
Sales Report	Sales data based upon the specified date range in either a detail or summary format	IC \| Reports \| Sales report
Sales Since	Sales since a date and time	IC \| Reports \| Sales Since
Sales Tax	Summarized view of the sales tax and non-taxed during the date range specified	IC \| Reports \| Sales Tax
Serial Numbers	List of serial numbers for the selected item	IC \| Inventory File \| Reports \| Serial Numbers
Slow Items	Determined by items that have not had sales since a specified date	IC \| Reports \| Slow Items
Track Serial #	Reporting all activities pertaining to a specific serialized inventory item	IC \| Reports \| Track Serial #
Vendor Listing	Report of the vendor information	IC \| Reports \| Vendor Listing
Vendor Parts	Listing of all or part of the items from a vendor	IC \| Reports \| Vendor Parts

Invoices

Report	Description	Path
Aging Report	The AR customer account aging report	AR \| Reports \| Aging Report
Aging Report	The SO Detail Aging Report will provide a list of all open sales orders and amounts for four periods of time.	SO \| Reports \| Aging Report
Aging Report	The SO Summary Aging Report will list all open sales orders by date, amount and balance due.	SO \| Reports \| Aging Report
Invoice Detail	A condensed invoice detail report	AR \| Reports \| Invoice Detail
Invoice List	Customer invoices and credits	POS \| Reports \| Invoice List
Print Invoice	Copies of original invoices from AR	POS \| Reports \| Print Invoice
Written Sales	The Detail Written Sales report will list all invoices and new orders with item details for a selected period of time.	SO \| Reports \| Written Sales
Written Sales	The Summary Written Sales report will list all invoices and new orders with totals for a selected period of time.	SO \| Reports \| Written Sales

Layaways

Report	Description	Path
Layaways Aging Report	Layaway aging report	POS \| Reports \| Layaways
Layaway Open Item Report	The amount and balance of each layaway by item number either by a single item or all items	POS \| Reports \| Layaways Open
On Layaways	Report of this item on layaways.	IC \| Inventory File \| Reports \| On Layaways

Marketing

Report	Description	Path
Customer List	The Customer List report will provide a list of address information for the specified range of customers.	AR \| Reports \| Customer List
Promotions	Listing of promotions for a range of dates	POS \| Reports \| Promotions
Sales by Class	Generation of e-mail lists by class and creation of postcards	Options \| EZ Marketing \| Sales by Class
Zipcode Count	Number of customers by zipcode	Options \| EZ Marketing \| Zipcode Count

Payments

Report	Description	Path
Account Pymts	Report of payments on an account for a range of dates	AR \| Reports \| Account Pymts
Aging Report	The AR customer account aging report	AR \| Reports \| Aging Report
Aging Report	The SO Detail Aging Report will provide a list of all open sales orders and amounts for four periods of time.	SO \| Reports \| Aging Report
Aging Report	The SO Summary Aging Report will list all open sales orders by date, amount and balance due.	SO \| Reports \| Aging Report
Payment Detail	Detail of the application of a payment to outstanding invoices	AR \| Reports \| Payment Detail

Profit and Margins

Report	Description	Path
Comp Sales	1-3-6-12 month sales comparisons	System \| Reports \| Comp Sales
Hot Items	Determine the number of top selling items	IC \| Reports \| Hot Items
Item Ranking	Sales ranking of items	IC \| Reports \| Item Ranking
On-hand	A total value of inventory	IC \| Reports \| On-hand
Sales by Class	Summary report by inventory class for a given date range	AR \| Reports \| Sales by Class
Sales Report	Review a range of sales activities.	POS \| Reports \| Sales Report AR \| Reports \| Sales Report IC \| Reports \| Sales report

Purchase Orders

Report	Description	Path
Listing	Listing of all types of Purchase Orders open or closed	PO \| Reports \| Listing
On POs	Report of a specific item on POs	IC \| Inventory File \| On POs
PO Receipts	All items entered as being received in inventory	PO \| Reports \| PO Receipts
Reorders	Recommended list of items to be reordered	PO \| Reports \| Reorders

Rentals

Report	Description	Path
Item Analysis	Revenue and cost ratio of rental items	Options \| Rental Reports \| Item Analysis
Open Items	Open or overdue rentals	Options \| Rental Reports \| Open Items
Rental Items	Listing of rental items	Options \| Rental Reports \| Rental Items
Rental Prices	Listing of rental prices and fees	Options \| Rental Reports \| Rental Prices
Schedule	Pickup or return schedule of rentals	Options \| Rental Reports \| Schedule

Sales

Report	Description	Path
Class Mth Sales	A summary of sales by classes by the month	AR \| Reports \| Class Mth Sales
Cash Receipts	Point of sale transactions report.	POS \| Reports \| Cash Receipts AR \| Reports \| Cash Receipts
Daily Report	A group of reports are provided in POS or AR for the workstation for a selected day	POS \| Reports \| Daily Report AR \| Reports \| Daily Report
Sales	Report on the sales for only an item.	IC \| Inventory File \| Reports \| Sales
Sales by Class	Summary report by inventory class for a given date range	AR \| Reports \| Sales by Class
Sales By Zip	Sales by zipcode for items, salesperson or class	AR \| Reports \| Sales by Zip
Sales Report	Review a range of sales activities.	POS \| Reports \| Sales Report AR \| Reports \| Sales Report
Sales Tax	Sales Tax Summary Report and Non Taxed Sales Report	AR \| Reports \| Sales Tax

Sales Orders

Report	Description	Path
Listing Report	The SO Detail Listing Report will list all sales orders with item details for a selected period of time.	SO \| Reports \| Listing Report
Listing Report	The SO Summary Listing Report will list the sales orders with order date, tax amount and order amount for a selected period of time.	SO \| Reports \| Listing Report
On SOs (Sales Orders)	Report of an item on Sales Orders.	IC \| Inventory File \| Reports \| On SOs
Simple List	The Simple List will list all sales orders, quotes and/or recurring orders with customer name, ID and comment	SO \| Reports \| Simple List
Simple List	The Manager Simple List will report all sales orders, quotes, and/or recurring orders with order date, SO code, tax and order amount.	SO \| Reports \| Simple List
Written Sales	The Detail Written Sales report will list all invoices and new orders with item details for a selected period of time.	SO \| Reports \| Written Sales
Written Sales	The Summary Written Sales report will list all invoices and new orders with totals for a selected period of time	SO \| Reports \| Written Sales

Services

Report	Description	Path
Completed Tkts	Detailed or summary listing completed tickets	Service \| Reports \| Completed Tkts
Service Times	Service tickets labor times	Service \| Reports \| Service Times
Ticket Report	Detailed or a summary list of service tickets for a period of time	Service \| Reports \| Ticket Report
Warranties	Manufacturing warranty filings	Service \| Reports \| Warranties

Warranties

Report	Description	Path
Track Serial #	Reporting all activities pertaining to a specific serialized inventory item	IC \| Reports \| Track Serial #
Warranties	Manufacturing warranty filings	Service \| Reports \| Warranties