How the System Saves Settings on Reports

The following commonly used reports use saved settings. After you run the report once, the system saves the selections you made and associates them with your user ID. When you come back to run this report again, the system displays the selections you made the last time. A "Saved Settings" message at the top of the screen indicates that your previous selections are being used. Fields that do not have a default or a saved setting are blank when you revisit the report.

Several of the reports listed will save all fields on the driver screen. However, several only save key fields. Click the report name to view the associated topic which describes which fields are saved for your user ID.

• A/R Aging Report – Lists how much money your customers owe your company and for how long the money has been owed. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • As of Date

  • Age As Of (if variable dating is used)

  • Include Blank Home Br (Y/N)

  • Customer Level

  • Summary/Detail/Unapplied

  • Sort By

  • By

  • Service Charges (Include/Exclude/Only)

  • Respect Balance Forward Flags (Y/N)

  • Use Terms from Order Level

• Commissions Report – Calculates the sales commissions for all or part of your company's sales force. Totals and grand totals are calculated for each salesperson. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • Invoiced/Paid/Unpaid

  • Start Date (if variable dating is used)

  • End Date (if variable dating is used)

  • Detail/Summary

  • Unbilled Freight

  • Select Branch

  • Sort by Branch

  • Select and Secondary Sort

  • Base Calculation On

• Customer Sales Rebates Report – Lists rebate offers you have passed along from vendors to your customers. This report lists product sales eligible for vendor rebates. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • Start Date (if variable dating is used)

  • End Date (if variable dating is used)

  • Select By

  • Sort By

  • Page Break on

  • Detail/Summary

  • Rebate Detail

  • Subtotal on Product

  • Use COGS or COMM for Rebate Cost

  • If Rebate Cost > Actual Cost, use

  • Actual Cost Override Branch

  • ALL options on Include/Exclude/Print Opts

• Inventory Valuation Report – Displays the value of the products in a price line, a series of price lines, or all price lines within one or more branches. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • As of Date (if variable dating is used)

  • Select by

  • Cost Basis

  • Cost As of Date (if variable dating is used)

  • Detail/Summary

  • Display PN

  • Sort By

  • Group by Product Ranks

  • Subtotal on Sort by

  • Nonstocks (Inc/Exc/Only)

  • Only Detail for Extended Values

  • Neg On-Hand Qtys (Inc/Exc/Only)

  • Zero On-Hand Qtys (Inc/Exc)

  • Show Serial Numbers

  • Show $0 Average Costs (Y/N)

  • Use P/O Cost for Tagged Items

  • Inventory Accounts to Include

  • Consignment Hot Key - ALL options:

  • Vendor Consignment (Inc/Exc/Only)

  • Page Break on Vendor Consignment (Y/N)

  • Show Vendor Consignment Pricing

  • Customer Consignment (Inc/Exc/Only)

  • Page Break on Customer Consignment (Y/N)

  • Consignment Customer/Vendor

  • Show Consignment Entity Name (Y/N)

• Item Sales Report – Displays product sales, quantity, gross profit, price, and cost information for a single period or different periods of time. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • Start Date (if variable dating is used)

  • End/As of Date (if variable dating is used)

  • Sales Periods

  • Period Column Headings

  • Type of Comparison

  • Primary Sort

  • Page Break on Primary Sort

  • Primary Heading (Y/N)

  • Secondary Sort

  • Detail Level

  • Credits (Inc/Exc/Only)

  • Directs (Inc/Exc/Only)

  • Misc Charges (Inc/Exc)

• Product Sales Report – Displays product sales information. The report displays a detail listing of invoices by ship-to customer for pricing branches. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • Start Date (if variable dating is used)

  • End/As of Date (if variable dating is used)

  • Sort By

  • Select Branch

  • Customer Level

  • Detail/Summary

  • Serial Numbers

  • Show Costs

  • Show Kits as Components

  • Incl/Exc hot key - ALL options:

  • Stock/Non Stock (Inc/Exc)

  • Transfers (Inc/Exc/Only)

  • Directs (Inc/Exc/Only)

  • Credits (Inc/Exc/Only)

  • Vendor Consign (Inc/Exc/Only)

  • Customer Consign (Inc/Exc/Only)

  • Ven-Cust Consign (Inc/Exc/Only)

  • Consignment Vendor

  • Consignment Customer

   

• Sell/Cost Overrides Report – Lists orders that had a selling price or cost manually overridden. Click here to view the saved fields for this report.

  Saved fields on this report include:

  • Start Date (if variable dating is used)

  • End/As of Date (if variable dating is used)

  • Purge Through (if variable dating is used)

  • Override Type

  • Sort By

  • Override/Ship Date

  • Min GP%

  • Max GP%

  • Bids (Inc/Exc/Only)

  • Comm Cost Overrides (Inc/Exc)

  • COGS Overrides (Inc/Exc)

  • Price Overrides (Inc/Exc)

  • Stock/Nonstock/Both

  • Open/Closed/Both

  • Include Cancelled Orders

See Also:

Report Options and Printing

Commonly Used Reports

Viewing Reports