ITrack/Enterprise/Reports

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.

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.