Common Reports

Daily Reports

1. AR > Reports > Sales by Class - Department Margins / Total Margins / Class performance / Blank Class Activity

2. System Resources > Reports > Sales Statistics - Margins / Time analysis / Discount Activity Awareness / Per Invoice Averages / Total Invoice / AR Activity / ROA Activity

3. POS > Manager Screen > Drawer Status - Overall activity

4. POS > Reports > Invoice List - Margin Review in conjunction with Data viewer sort by Margin

5. POS > Reports > Invoice List Report with Discount Items Only to be aware of the awarded discounts

6. POS > Reports > Z-Number - Reports based upon a specific Z-Number or range of Z-Numbers.

7. POS > Reports > Cash Receipts Summary - Reports the total activity by payment type = True cash/debit/credit receipt

8. POS > Reports > Reconciliation Report -Credit and Debit activity (remember to subtract fees

9. SO > Reports > Action Report - Sales Order and Purchase Order (SO2PO Understanding)

Automatically Emailed Favorite Reports

Weekly Reports

1. IC > Reports > Returns Report - Track returns and review resulting inventory counts

2. IC > Reports > Item Entry - New items entered into inventory

3. IC > Reports > Price Changes - Changes in the retail price of items (Not price changes during the sales process)

4. IC > Reports > Out of Bounds - Looking for odd values

5. IC > Reports > On-Hand - Review departmental totals for abnormal balances

6. POS > Reports > Exceptions - Odd activity - Canceled Sales, Voided Invoices, Price Changed, Cost Changes, Cash Drawer Opening, Credit Override, Override given to other users

7. Aging Report Summary - At a minimum review the totals of the report

Monthly

1. AR > Reports > Aging Report -The Customer Accounts Receivable report can be presented as a Total, Summary by Customer, or Detailed by Customer.

2. IC > Reports > On-Hand - Provides a roll up of the inventory by Class to include the SKU count, total cost of the class and the total retail value of the class.

3. Sales Tax - Summary and Detail - Available at any time, the Sales Tax report provides both a summary and detail report of the stores sales and tax exemption activity.

4. System Resource > Reports > Sales Statistics - The Sales Statistics report not only provides a summarized view of the date range of activity bust also an hour by hour report of activity.

5. AR > Reports > Sales by Class - Sales by Class report the breakdown by class of the specified date range of the store's sales, costs of goods, and margins with a Drill Down option into the details.