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Working with Reports

A set of standard reports allows you to display and analyze data entered into you system.

The reports are categorized into a number of distinct areas such as

  • Accounting,
  • Sales,
  • Products/Services,
  • Jobs,
  • VAT etc.

All standard reports work in the same way, which will be explained here.

Generic Report Functionality

All standard reports allow the following:

  • Run the standard default Reports
  • Customize the Report by using filters
  • Memorize the Report, along with its associated settings
  • Set the date range and column format where appropriate
  • Export the Report to Excel
  • Print the Report

How to run the standard Report

  1. From the Explorer click Reports -> Standard Reports.
  2. The Reports page is displayed.
  3. Click on the  icon by the Accounting heading.
  4. The list of standard Reports in the Accounting category will display (as seen below).

Running a standard report

Running a standard report

5. Select Run next to the report you require, in this case, Profit and Loss.
6. The resultant report is shown below.

NOTE:
If you have a lot of data in your system some Reports may take a while to run. Please be patient!

Summary and Detail reports

Summary and Detail reports

In most cases the Report that is shown, is a summary Report displaying a summary of the figures accumulated from multiple transactions, together with a detailed Report showing the constituent transactions. The detailed Report is viewed by clicking on the associated summary number. In the above case $425.00.

How to customize a Report

  1. From the Explorer click Reports -> Standard Reports.
  2. The Reports page is displayed.
  3. Click on the  icon by the Accounting heading.
  4. The list of standard Reports in the Accounting category will display.
  5. Select Customise next to the report you require, in this case, Profit and Loss.
  6. The customization page will display (as shown below).

Customising a Report

Customising a Report

7. Select the preferred date range from various options on the dropdown field Date Range, or select a specific date range between the two date fields.
8. Specify which columns you require from the ‘Columns‘ tab.
9. Select which detailed columns you require from the ‘Detail Columns’ tab.
10. The ‘Filters‘ tab can be used to filter the results as required.
11. Select ‘Run Report‘ once the preferences has been set.

How to Memorize a Report

It is useful to save (memorize) a customized Report for future use.

  1. Select ‘Memorise‘ on the Report’s Action Bar.
  2. Assign a unique name to the new Report.
  3. Optionally select the ‘Display as Shortcut’ checkbox to have the report included on the Explorer.
  4. Select Memorize to save it.

Below is a list of memorized Reports:

List of memorised Reports

List of memorised Reports

How to Export a Report to Microsoft Excel

By exporting a Report to a spreadsheet, you can manipulate figures, and formulae etc.

  1. To export a Report select ‘to Excel‘ on the Report’s Action Bar.
  2. A dialog box will open to indicate the location where you can save the document.
  3. Select the preferred location.
  4. Select Save.