The Sales > Reports menu includes the following standard reports that let managers track sales and orders. Additional End of Month Reports are also available.
The sections below give more information on how to use these reports. The following reports are available:
To track financial performance, consider using these reports:
Invoice Register Report - Lets managers and the accounting department see the total accounts receivable.
Sell Price/Cost Overrides Report - Lists selected orders that had a selling price or cost manually overriden. This report helps you control profit margins, by viewing the order writer and gross profit on each order with manual overrides.
To manage workflow through your warehouse, consider using these reports:
Open Sales Orders Report - Shows all the orders that remain unshipped.
Customer Expediting Report - Helps you proactively monitor your important customers' open orders to see which ones needs expediting.
Find billing or other errors before sending invoices. Before printing and sending invoices, you can examine the orders that are set for invoicing. One way to do this is by running the Detailed Invoice Preview Report to inspect detailed replicas of selected invoices.
Refer to the general reporting features topic for details on features including:
Viewing reports in your Hold file - You can then examine the report details before printing. With some reports, such as the Detailed Invoice Preview Report, you can drill into an order to examine the order's details.
Using the Additional Selection Input window - You can use this feature to add more criteria that limits the report. The Currency field in this window is used to select transactions that were entered in a specified currency; however, the report is still printed in your company’s base currency.
Using the Options menu - For example, you can schedule, fax, add a user-defined heading, or forward a report.
There are various ways to repeat or customize reports:
Use the Phantom Scheduler to run or repeat the report at the intervals you specify. The scheduled reports conveniently remember all your settings, including the use of variable dating. This is especially important with complex reports like the Commissions Report.
Use the Report Writer program to create your own reports from scratch, or customize sample reports that the system provides. One example is the Warranty Report. Instead of opening a preset report window, this report opens in a Report Driver window, letting you use the Report Writer features to edit the report itself.
Many reports can be run in either a Detail or Summary format. For example, the Product Sales Comparison Report lets you compare product sales from one year to another. See which products or categories show growth or decline. This report lets you choose:
Detail format, which lists every product.
Summary format, which lists just Product Select Code categories like Electrical or Plumbing.
Note: Some reports, such as the Sales Tax Code Report, also provide a Totals format. The Totals format is even more brief than the Summary format, because it removes the additional subtotal information.
If you have COGS.VIEW or COST.VIEW authorization, before printing reports you are often prompted to specify which cost shows on the report:
Generic Cost (the cost you want others to think you pay)
Cost of Goods Sold
None
These choices help protect the confidentiality of your cost information; for example, on the Detailed Invoice GP% Report.
Each subject within the system (sales, purchasing, accounting, and so on) has its own reports. Refer to the documentation on those subjects for information on their reports. In addition, there are some reports used by various departments, including sales. For example, see the End of Month Reports documentation.