ITrack/Pro/Report Information

Reports

Report Drop Down List

ITrack Pro 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 are printed from the Home Screen of ITrack Pro.

Use the Type drop down menu to select the type of report you want to print.

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.

(Payment screen shot)

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

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

(Report screen shot)

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.

(Quick Totals screen shot)

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.

(by Salesperson Report screen shot)

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.

(by Tax Type Report screen shot)

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.

(List Report screen shot)