Difference between revisions of "ITrack/Pro/Report Information"
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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. | ||
On the Report Selector Tab, there are three main sections to help you pick out a report. | |||
* (A) | |||
* (B) | |||
* (C) | |||
==Aging== | ==Aging== | ||
Revision as of 12:02, 19 May 2020
Reports
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.
On the Report Selector Tab, there are three main sections to help you pick out a report.
- (A)
- (B)
- (C)
Aging
The Aging report is found under the Accounts Receivable report type. Aging reports contain information regarding your customers' accounts. You can use this report see who owes you money and how long it has been since they purchased the item.
Parameters:
As of date: Enter today's date to see the up-to-date aging information. You can select a past date to run the report historically (to see what your aging balances were as of a given date). This is the effective End Date for all activity (ever) that came before.
Hide Balanced: Optionally hide customers with total customer balance of 0.00
Inventory Quick Totals
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 parts in stock
- Core value in inventory
- Retail value in inventory
- Wholesale value in inventory
- Total cost in inventory
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.
Sales by Salesman
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:
Start Date & End Date: Inclusive date range
Salesman: Leave blank to view all sales, or specify one salesman for the report
Sales 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:
Start Date & End Date: Enter the start and end dates, then click Print.
Sales Detail
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:
Start Date & End Date: Enter a date range to view sales within that range.
