ITrack/Enterprise/Reports - Revision history

Jbonge at 16:45, 11 June 2019

2019-06-11T16:45:13Z

← Older revision		Revision as of 11:45, 11 June 2019
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	* [[ITrack/Enterprise/Reports/Billing_Statement\|Billing Statement]]		* [[ITrack/Enterprise/Reports/Billing_Statement\|Billing Statement]]

	*Sales Order 11in		* [[ITrack/Enterprise/Reports/Sales_Order_11in\|Sales Order 11in]]

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Jbonge: /* Reports */

2019-06-11T16:20:12Z

Reports

← Older revision		Revision as of 11:20, 11 June 2019
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	==Reports==		==Reports==

	*Billing Statement		* [[ITrack/Enterprise/Reports/Billing_Statement\|Billing Statement]]

	*Sales Order 11in		*Sales Order 11in

	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Jbonge: Replaced content with "==Reports== Billing Statement Sales Order 11in Category:ITrack/Enterprise"

2019-06-06T14:39:02Z

Replaced content with "==Reports== *Billing Statement *Sales Order 11in Category:ITrack/Enterprise"

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 ==Reports==
-[[Image:Report_Screen.png|thumb|center|700px]]
+*Billing Statement
-Reports can be accessed through the ''Report Viewer'' screen. You can get there by selecting ''Report Viewer'' in the [[ITrack/Enterprise/Home Screen|Main Menu]].
+*Sales Order 11in
 [[Category:ITrack/Enterprise]]

Codeman: Found another set of jankity links. They are fixed now.

2009-09-04T19:47:25Z

Found another set of jankity links. They are fixed now.

← Older revision		Revision as of 14:47, 4 September 2009
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	[[Image:Report_Screen.png\|thumb\|center\|700px]]		[[Image:Report_Screen.png\|thumb\|center\|700px]]

	Reports can be accessed through the ''Report Viewer'' screen. You can get there by selecting ''Report Viewer'' in the [[Main Menu]].		Reports can be accessed through the ''Report Viewer'' screen. You can get there by selecting ''Report Viewer'' in the [[ITrack/Enterprise/Home Screen\|Main Menu]].

	==Aging==		==Aging==

Codeman: Should have linked this one too.

2009-08-14T19:53:25Z

Should have linked this one too.

← Older revision		Revision as of 14:53, 14 August 2009
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	Parameters: Enter the start and end dates, then click '''Print'''.		Parameters: Enter the start and end dates, then click '''Print'''.

			[[Category:ITrack/Enterprise]]

Codeman: Enterprise\Reports is now done

2009-08-12T19:04:37Z

Enterprise\Reports is now done

New page

==Reports==
ITrack Enterprise offers a wide variety of reports so that you can better monitor many aspects of your business. This chapter will explain six of the most-used reports and explain how to set up search parameters.

[[Image:Report_Screen.png|thumb|center|700px]]

Reports can be accessed through the ''Report Viewer'' screen. You can get there by selecting ''Report Viewer'' in the [[Main Menu]].

==Aging==
''Aging'' reports contain information regarding your customers' accounts. With the ''Aging'' report, see who owes you money and how long it's been since they purchased the item.

Parameters: Enter in the start and end dates to create an aging report, then click '''Print'''.

==Billing==
The ''Billing'' report prints a single-page billing statement for each customer with a balance. If that customer has any invoices or payments in the date range you specified, they will be listed on the statement. At the bottom of the report, you can find the totals for:

*Customer's balance before the data range
*Activity during the date range
*Any activity after the date range

Parameters: Enter in the start and end dates to create a billing report, then click '''Print'''.

==Inventory Quick Totals==
The Inventory Quick Totals report prints a live summary of your current inventory, including:

*Total SKUs in stock
*Total parts in stock
*Core value in inventory
*Retail value in inventory
*Wholesale value in inventory
*Total cost in inventory

Parameters: There are no parameters, simply click '''Print'''.

==Sales by Salesperson==
This sales report displays the invoices and sales for the date range you provided, divided up by salesperson.

Parameters: Enter the start and end dates, then click '''Print'''.

==Sales by Tax Type==
This sales report displays the invoices and sales for the date range you provided, divided up by tax type.

Parameters: Enter the start and end dates, then click '''Print'''.

==Sales List==
The sales list report gives a straight list of invoices without dividing them up.

Parameters: Enter the start and end dates, then click '''Print'''.