ITrack/Pro/Report Information - Revision history

Along at 19:40, 19 May 2020

2020-05-19T19:40:00Z

← Older revision		Revision as of 14:40, 19 May 2020
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	([http://wiki.isoftdata.com/index.php/Image:SalesListReport.PNG Sales List Report])		([http://wiki.isoftdata.com/index.php/Image:SalesListReport.PNG Sales List Report])

			==Other Tabs==
			In addition to the Report Selector Tab, there are three others:

			*'''Mass Email Reports Tab'''- this tab is used to send out report information, often billing to large numbers of people.

			*'''Print Queue Tab'''- this tab is used to view past times you have printed from ITrack. It can be used to troubleshoot printer errors.

			*'''Crystal Report Viewer Tab'''- this tab can be used to preview how a report would look before printing it.

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Along: /* Reports */

2020-05-19T18:05:02Z

Reports

← Older revision		Revision as of 13:05, 19 May 2020
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	On the Report Selector Tab, there are three main sections to help you pick out a report.		On the Report Selector Tab, there are three main sections to help you pick out a report.
	* (A)		* (A) The area outlined in red is the report selection menu. From here you can select one of many report options.
	* (B)		* (B) The area outlined in yellow is the parameter menu, this allows you to specify certain details, such as the time range, of a selected report
	* (C)		* (C) The area outlined in purple gives a summary of the selected report

	==Aging==		==Aging==

Along: /* Reports */

2020-05-19T18:02:13Z

Reports

← Older revision		Revision as of 13:02, 19 May 2020
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	Reports are printed from the Report Viewer screen of ITrack Pro.		Reports are printed from the Report Viewer screen of ITrack Pro.

	~~Select the type of report you would like to view from~~ the Report ~~Type list. A list of related reports will appear in the Report Name section. Select a report name~~ to ~~view~~ a ~~Description of the~~ report. ~~The parameters~~ (~~such as date range or record numbers~~) you can use with the report will appear in the Parameter section. Select your parameters, then click Preview to view the report in the Crystal Report Viewer tab, or Print to generate a hard copy of the report.		On the Report Selector Tab, there are three main sections to help you pick out a report.
			* (A)
			* (B)
			* (C)

	==Aging==		==Aging==

Gevans at 16:55, 12 August 2014

2014-08-12T16:55:31Z

← Older revision		Revision as of 11:55, 12 August 2014
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	==Reports==		==Reports==

	ITrack Pro offers a wide variety of reports so that you can better monitor many aspects of your business. This article will explain ~~six~~ of the most-used reports and explain how to set up parameters.		ITrack Pro offers a wide variety of reports so that you can better monitor many aspects of your business. This article will explain five of the most-used reports and explain how to set up parameters.

	Reports are printed from the Report Viewer screen of ITrack Pro.		Reports are printed from the Report Viewer screen of ITrack Pro.
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	([http://wiki.isoftdata.com/index.php/Image:AgingReport.PNG Aging Report])		([http://wiki.isoftdata.com/index.php/Image:AgingReport.PNG Aging Report])

	~~==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 date range
	*Activity during the date range
	*Any activity after the date range

	~~By default, ITrack will not print statements for customers with a zero dollar balance.~~

	~~'''Parameters:'''~~

	~~Start Date & End Date: Enter in the start and end dates you wish to view on the statement.~~
	~~Qualifier: This should be left as default.~~

	~~([http://wiki.isoftdata.com/index.php/Image:BillingReport.PNG Billing Report])~~

	==Inventory Quick Totals==		==Inventory Quick Totals==

Gevans: /* Sales List */

2014-08-12T16:46:22Z

Sales List

← Older revision		Revision as of 11:46, 12 August 2014
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	([http://wiki.isoftdata.com/index.php/Image:SalesByTaxTypeReport.PNG Sales by Tax Type Report])		([http://wiki.isoftdata.com/index.php/Image:SalesByTaxTypeReport.PNG Sales by Tax Type Report])

	==Sales ~~List~~==		==Sales Detail==

	The ~~sales list~~ report gives a straight list of invoices without dividing them up.		The Sales Detail report can be found under the Sales Report Type. It gives a straight list of invoices without dividing them to one customer per page.

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

			Start Date & End Date: Enter a date range to view sales within that range.

	([http://wiki.isoftdata.com/index.php/Image:SalesListReport.PNG Sales List Report])		([http://wiki.isoftdata.com/index.php/Image:SalesListReport.PNG Sales List Report])

	[[Category:ITrack/Pro/Extensions]]		[[Category:ITrack/Pro/Extensions]]

Gevans: /* Billing */

2014-08-12T15:49:31Z

Billing

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	*Any activity after 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~~.		By default, ITrack will not print statements for customers with a zero dollar balance.

			'''Parameters:'''

			Start Date & End Date: Enter in the start and end dates you wish to view on the statement.
			Qualifier: This should be left as default.

	([http://wiki.isoftdata.com/index.php/Image:BillingReport.PNG Billing Report])		([http://wiki.isoftdata.com/index.php/Image:BillingReport.PNG Billing Report])

Gevans: /* Sales by Tax Type */

2014-08-12T14:38:22Z

Sales by Tax Type

← Older revision		Revision as of 09:38, 12 August 2014
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	==Sales by Tax Type==		==Sales by Tax Type==

	This ~~sales~~ report displays the invoices and sales for the date range ~~you~~ provided, divided up by tax type.		This report is located under the Sales report type. It displays the invoices and sales for the date range provided, divided up by tax type.

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

			Start Date & End Date: Enter the start and end dates, then click Print.

	([http://wiki.isoftdata.com/index.php/Image:SalesByTaxTypeReport.PNG Sales by Tax Type Report])		([http://wiki.isoftdata.com/index.php/Image:SalesByTaxTypeReport.PNG Sales by Tax Type Report])

Gevans: /* Sales by Salesperson */

2014-08-12T14:28:22Z

Sales by Salesperson

← Older revision		Revision as of 09:28, 12 August 2014
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	([http://wiki.isoftdata.com/index.php/Image:InventoryQuickToolsReport.PNG Inventory Quick Totals])		([http://wiki.isoftdata.com/index.php/Image:InventoryQuickToolsReport.PNG Inventory Quick Totals])

	==Sales by ~~Salesperson~~==		==Sales by Salesman==

	This ~~sales~~ report displays the invoices and sales for the date range ~~you~~ provided, divided up by salesperson.		This report is located under the Sales Report Type. It displays the invoices and sales for the date range provided, divided up by salesperson.

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

			Start Date & End Date: Inclusive date range

			Salesman: Leave blank to view all sales, or specify one salesman for the report

	([http://wiki.isoftdata.com/index.php/Image:SalesBySalespersonReport.PNG Sales by Salesperson Report])		([http://wiki.isoftdata.com/index.php/Image:SalesBySalespersonReport.PNG Sales by Salesperson Report])

Gevans: /* Inventory Quick Totals */

2014-08-12T14:25:39Z

Inventory Quick Totals

← Older revision		Revision as of 09:25, 12 August 2014
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	'''Parameters:'''		'''Parameters:'''

	Store #: You may enter a store # to view only inventory related to that specific store. If you only have one store, enter 1, or leave the parameter blank.		Store #: You may enter a store # to view only inventory related to that specific store. If you only have one store, enter 1, or leave the parameter blank.

Gevans: /* Inventory Quick Totals */

2014-08-12T14:25:17Z

Inventory Quick Totals

← Older revision		Revision as of 09:25, 12 August 2014
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	==Inventory Quick Totals==		==Inventory Quick Totals==

	The Inventory Quick Totals report prints a live summary of your current inventory, including:		The Inventory Quick Totals report is available under the Inventory report type. This report prints a live summary of your current inventory, including:

	*Total SKUs in stock		*Total SKUs in stock
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	*Total cost in inventory		*Total cost in inventory

	Parameters: ~~There are no parameters~~, ~~simply click Print~~.		'''Parameters:'''
			Store #: You may enter a store # to view only inventory related to that specific store. If you only have one store, enter 1, or leave the parameter blank.

	([http://wiki.isoftdata.com/index.php/Image:InventoryQuickToolsReport.PNG Inventory Quick Totals])		([http://wiki.isoftdata.com/index.php/Image:InventoryQuickToolsReport.PNG Inventory Quick Totals])