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.

Subjects

Accounting	Invoices	Rentals
Commissions	Layaways	Sales
Customers	Marketing	Sales Orders
Delivery	Payments	Services
Gifts	Profit and Margins	Warranties
Inventory Items	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
Benjamin Moore	Benjamin Moore Sales Report	System \| Reports \| Benjamin Moore

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 layaway	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 zip-code	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

Service Tickets

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