Report Parameters: Difference between revisions

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This page is designed to make it easy to search report parameters using '''Ctrl''' + '''f''' so that you can find parameters that are common between reports.__NOTOC__
* This page is designed to make it easy to search report parameters using '''Ctrl''' + '''f''' so that you can find parameters that are common between reports.__NOTOC__
* Click a link to learn more about a report or see a detailed description of the report parameters.


=ACCOUNTING=
=ACCOUNTING=
Line 9: Line 10:
* Cycle Count
* Cycle Count
* Scrap
* Scrap
* Format Report for Exporting
* Show Not Posted
* Show Not Posted


Line 19: Line 19:
* Fulfilled
* Fulfilled
* Partial
* Partial
* Format Report for Exporting
* Show Part Details
* Show Part Details


{{ReportLink|Default Account Mapping}}
{{ReportLink|Default Account Mapping}}
* Format Report for Exporting


{{ReportLink|Export Summary}}
{{ReportLink|Export Summary}}
Line 35: Line 33:
* PO Part
* PO Part
* Report Title
* Report Title
* Format Report for Exporting
* Show Details
* Show Details
* Show Not Posted
* Show Not Posted
Line 48: Line 45:
* Costing Method
* Costing Method
* Sort By
* Sort By
* Format Report for Exporting


{{ReportLink|BOM Instructions}}
{{ReportLink|BOM Instructions}}
* BOM Number
* BOM Number
* Format Report for Exporting


=CUSTOMER=
=CUSTOMER=
Line 63: Line 58:
* Show Country
* Show Country
* Show Groups
* Show Groups
* Format Report for Exporting


{{ReportLink|Customer Details List}}
{{ReportLink|Customer Details List}}
* Address Type
* Address Type
* Customer
* Customer
* Format Report for Exporting
* Include Jobs
* Include Jobs
* Show Contact Info
* Show Contact Info
Line 80: Line 73:
* SKU Search
* SKU Search
* UPC Search
* UPC Search
* Format Report for Exporting
* Show Original Price
* Show Original Price
* Show SKU
* Show SKU
Line 95: Line 87:
* Show Customers With 0 Balance
* Show Customers With 0 Balance
* Due Date Includes Net Days
* Due Date Includes Net Days
* Format Report for Exporting
* Show Payment Terms
* Show Payment Terms


Line 109: Line 100:
* Report Title
* Report Title
* Show Inactive Customers
* Show Inactive Customers
* Format Report for Exporting


=GADGETS=
=GADGETS=
Line 115: Line 105:
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Gross Sales By Product Pie Chart}}
{{ReportLink|Gross Sales By Product Pie Chart}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Gross Sales By Salesperson Bar Graph}}
{{ReportLink|Gross Sales By Salesperson Bar Graph}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Gross Sales By Salesperson Pie Chart}}
{{ReportLink|Gross Sales By Salesperson Pie Chart}}
* Parts to Show
* Parts to Show
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|MTD Cumulative Sales}}
{{ReportLink|MTD Cumulative Sales}}
* Format Report for Exporting


{{ReportLink|MTD Sales Bar Graph}}
{{ReportLink|MTD Sales Bar Graph}}
* Format Report for Exporting


{{ReportLink|Turnover Bar Graph}}
{{ReportLink|Turnover Bar Graph}}
Line 143: Line 127:
* Parts To Show
* Parts To Show
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Turnover Pie Chart}}
{{ReportLink|Turnover Pie Chart}}
Line 150: Line 133:
* Parts To Show
* Parts To Show
* Date Range
* Date Range
* Format Report for Exporting


=INVENTORY=
=INVENTORY=
Line 159: Line 141:
* Part Number
* Part Number
* Show Location Details
* Show Location Details
* Format Report for Exporting


{{ReportLink|Asset Valuation By Account}}
{{ReportLink|Asset Valuation By Account}}
* Part Number
* Part Number
* Asset Account
* Asset Account
* Format Report for Exporting
* Show Part Details
* Show Part Details


Line 180: Line 160:
* Show Active
* Show Active
* Show Inactive
* Show Inactive
* Format Report for Exporting
* Show Time Stamp
* Show Time Stamp
* Show Total
* Show Total
Line 191: Line 170:
* Show Fulfilled Costing Layers
* Show Fulfilled Costing Layers
* Show Voided Costing Layers
* Show Voided Costing Layers
* Format Report for Exporting
* Show Historical Data
* Show Historical Data


Line 199: Line 177:
* Location
* Location
* Part Number
* Part Number
* Format Report for Exporting
* Show Items Not In Inventory
* Show Items Not In Inventory
* Show Qty
* Show Qty
Line 207: Line 184:
* Location Group
* Location Group
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Historical Part Cost Report}}
{{ReportLink|Historical Part Cost Report}}
Line 216: Line 192:
* Show Inactive Parts
* Show Inactive Parts
* Show Parts Created After Date
* Show Parts Created After Date
* Format Report for Exporting


{{ReportLink|Inventory Availability}}
{{ReportLink|Inventory Availability}}
Line 225: Line 200:
* Report Title
* Report Title
* Skip
* Skip
* Format Report for Exporting
* Show Parts With Zero Quantity
* Show Parts With Zero Quantity
* Show Time Stamp
* Show Time Stamp
Line 234: Line 208:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Parts With Zero Quantity
* Show Parts With Zero Quantity


Line 245: Line 218:
* Asset Account
* Asset Account
* Show Location Details
* Show Location Details
* Format Report for Exporting


{{ReportLink|Inventory Variance}}
{{ReportLink|Inventory Variance}}
Line 252: Line 224:
* Part Number
* Part Number
* Adjustment Types
* Adjustment Types
* Format Report for Exporting


{{ReportLink|Item History}}
{{ReportLink|Item History}}
Line 258: Line 229:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Inventory Adjustment History
* Show Inventory Adjustment History
* Show Purchase History
* Show Purchase History
Line 269: Line 239:
* Inc Cycle Inc
* Inc Cycle Inc
* Inc Scrap
* Inc Scrap
* Format Report for Exporting


{{ReportLink|On Hand}}
{{ReportLink|On Hand}}
Line 281: Line 250:
* Show Parts With Zero Quantity
* Show Parts With Zero Quantity
* Show Parts Without Tracking
* Show Parts Without Tracking
* Format Report for Exporting
* Show Serial Numbers
* Show Serial Numbers


Line 291: Line 259:
* Part Number
* Part Number
* Show Inactive Parts
* Show Inactive Parts
* Format Report for Exporting
* Include Zero Quantities
* Include Zero Quantities
* Show Cost
* Show Cost
Line 303: Line 270:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|On Hand By Product Tree}}
{{ReportLink|On Hand By Product Tree}}
Line 312: Line 278:
* Show Inactive Parts
* Show Inactive Parts
* Show Parts With Zero Quantity
* Show Parts With Zero Quantity
* Format Report for Exporting


{{ReportLink|Reorder Report}}
{{ReportLink|Reorder Report}}
Line 319: Line 284:
* Include No ROP/OUL
* Include No ROP/OUL
* Show Inactive Parts
* Show Inactive Parts
* Format Report for Exporting
* Show All Items
* Show All Items
* Show Default Vendor
* Show Default Vendor
Line 326: Line 290:
* Lot
* Lot
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Turnover Report}}
{{ReportLink|Turnover Report}}
Line 333: Line 296:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Work Order Forecast Report}}
{{ReportLink|Work Order Forecast Report}}
* Location Group
* Location Group
* WO Number
* WO Number
* Format Report for Exporting


=LABELS=
=LABELS=
Line 346: Line 307:
* Location
* Location
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Tag
* Show Tag


Line 353: Line 313:
* Location Group
* Location Group
* Location
* Location
* Format Report for Exporting
* Show Tag
* Show Tag


Line 360: Line 319:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 367: Line 325:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 374: Line 331:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 382: Line 338:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 390: Line 345:
* Location Group
* Location Group
* Location
* Location
* Format Report for Exporting
* Show Tag
* Show Tag


Line 397: Line 351:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 404: Line 357:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 414: Line 366:
* Only In Group
* Only In Group
* Show Country
* Show Country
* Format Report for Exporting


{{ReportLink|Location Barcode}}
{{ReportLink|Location Barcode}}
Line 421: Line 372:
* Location
* Location
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Tag
* Show Tag


Line 428: Line 378:
* Location Group
* Location Group
* Location
* Location
* Format Report for Exporting
* Show Tag
* Show Tag


Line 437: Line 386:
* Start At Label
* Start At Label
* Tag Starting Point
* Tag Starting Point
* Format Report for Exporting


{{ReportLink|New Tags One Off}}
{{ReportLink|New Tags One Off}}
Line 444: Line 392:
* Repeat Tag
* Repeat Tag
* Starting Point
* Starting Point
* Format Report for Exporting


{{ReportLink|New Tracking}}
{{ReportLink|New Tracking}}
Line 450: Line 397:
* Number To Print
* Number To Print
* Start At Label
* Start At Label
* Format Report for Exporting


{{ReportLink|New Tracking Incremental}}
{{ReportLink|New Tracking Incremental}}
Line 456: Line 402:
* Number To Print
* Number To Print
* Start At Label
* Start At Label
* Format Report for Exporting


{{ReportLink|New Tracking Incremental One Off}}
{{ReportLink|New Tracking Incremental One Off}}
* First Value
* First Value
* Number To Print
* Number To Print
* Format Report for Exporting


{{ReportLink|New Tracking One Off}}
{{ReportLink|New Tracking One Off}}
* Tracking Value
* Tracking Value
* Number To Print
* Number To Print
* Format Report for Exporting


{{ReportLink|Packing Slip 4x6}}
{{ReportLink|Packing Slip 4x6}}
Line 476: Line 419:
* Show Country
* Show Country
* Show Kit Headers
* Show Kit Headers
* Format Report for Exporting
* Show Barcode
* Show Barcode
* Show Tracking
* Show Tracking
Line 485: Line 427:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 491: Line 432:
* PO Number
* PO Number
* Order By
* Order By
* Format Report for Exporting
* Show Description
* Show Description


Line 497: Line 437:
* PO Number
* PO Number
* Order By
* Order By
* Format Report for Exporting
* Show Description
* Show Description


Line 504: Line 443:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 513: Line 451:
* Quantity Per Part Tracking Override
* Quantity Per Part Tracking Override
* Skip
* Skip
* Format Report for Exporting


{{ReportLink|PO Part Barcodes With Tracking One Off}}
{{ReportLink|PO Part Barcodes With Tracking One Off}}
* PO Number
* PO Number
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Product Barcodes Avery}}
{{ReportLink|Product Barcodes Avery}}
Line 524: Line 460:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 532: Line 467:
* PO Number
* PO Number
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 539: Line 473:
* Date Range
* Date Range
* PO Number
* PO Number
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 547: Line 480:
* Order By
* Order By
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 554: Line 486:
* SO Number
* SO Number
* Order By
* Order By
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 562: Line 493:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 569: Line 499:
* Receiving
* Receiving
* Default Location Barcode
* Default Location Barcode
* Format Report for Exporting
* Include Item Barcode
* Include Item Barcode
* Include Received Items
* Include Received Items
Line 577: Line 506:
* Count
* Count
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Description
* Show Description


Line 584: Line 512:
* Count
* Count
* Start At Label
* Start At Label
* Format Report for Exporting
* Show Description
* Show Description
* Show Price
* Show Price
Line 594: Line 521:
* Part Number
* Part Number
* Tag
* Tag
* Format Report for Exporting
* Show Description
* Show Description


Line 602: Line 528:
* Part Number
* Part Number
* Tag
* Tag
* Format Report for Exporting
* Show Description
* Show Description


{{ReportLink|UPS Label}}
{{ReportLink|UPS Label}}
* Shipping Number
* Shipping Number
* Format Report for Exporting


{{ReportLink|UPS Return Label}}
{{ReportLink|UPS Return Label}}
* Shipping Number
* Shipping Number
* Format Report for Exporting


{{ReportLink|Vendor Address Labels}}
{{ReportLink|Vendor Address Labels}}
* Start At Label
* Start At Label
* Show Country
* Show Country
* Format Report for Exporting


{{ReportLink|Vendor Part Barcodes}}
{{ReportLink|Vendor Part Barcodes}}
Line 623: Line 545:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 631: Line 552:
* Count
* Count
* Skip
* Skip
* Format Report for Exporting
* Show Description
* Show Description


Line 637: Line 557:
* SO Number
* SO Number
* Store Number
* Store Number
* Format Report for Exporting
* Show Logo
* Show Logo


Line 643: Line 562:
* WO Number
* WO Number
* Part Number
* Part Number
* Format Report for Exporting


=MANUFACTURE ORDER=
=MANUFACTURE ORDER=
Line 649: Line 567:
* BOM Number
* BOM Number
* Location Group
* Location Group
* Format Report for Exporting


{{ReportLink|Manufacture Order Projected Cost}}
{{ReportLink|Manufacture Order Projected Cost}}
* MO Number
* MO Number
* Format Report for Exporting
* Show Barcode
* Show Barcode
* Show Details
* Show Details
Line 668: Line 584:
* Void
* Void
* Working
* Working
* Format Report for Exporting


{{ReportLink|Manufacture Order Traveler}}
{{ReportLink|Manufacture Order Traveler}}
Line 676: Line 591:
* WO Report Title
* WO Report Title
* Display WO Travelers
* Display WO Travelers
* Format Report for Exporting
* Show Assigned Users
* Show Assigned Users
* Show BOM Instructions
* Show BOM Instructions
Line 691: Line 605:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Raw Goods
* Show Raw Goods


Line 697: Line 610:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Data
* Show Data


Line 707: Line 619:
* WO Fulfilled
* WO Fulfilled
* WO Started
* WO Started
* Format Report for Exporting
* Show Time
* Show Time


{{ReportLink|Reports}}
{{ReportLink|Reports}}
* Format Report for Exporting


{{ReportLink|Tracking}}
{{ReportLink|Tracking}}
* Tracking Value
* Tracking Value
* Format Report for Exporting


{{ReportLink|Tracking Detail}}
{{ReportLink|Tracking Detail}}
* Tracking Value
* Tracking Value
* Format Report for Exporting


=PART=
=PART=
Line 727: Line 635:
* Use Manufacture Activity
* Use Manufacture Activity
* Use Sales Activity
* Use Sales Activity
* Format Report for Exporting
* Show Group Header
* Show Group Header
* Show Time Stamp
* Show Time Stamp
Line 734: Line 641:
{{ReportLink|Part Accounts}}
{{ReportLink|Part Accounts}}
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Part Activity Report}}
{{ReportLink|Part Activity Report}}
Line 762: Line 668:
* Void Receipt
* Void Receipt
* Yield
* Yield
* Format Report for Exporting


{{ReportLink|Part Allocated}}
{{ReportLink|Part Allocated}}
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Part Average Cost}}
{{ReportLink|Part Average Cost}}
Line 772: Line 676:
* Part Number
* Part Number
* Cost
* Cost
* Format Report for Exporting


{{ReportLink|Part Committed Report}}
{{ReportLink|Part Committed Report}}
* Part Number
* Part Number
* Format Report for Exporting


{{ReportLink|Part Cost Over Time}}
{{ReportLink|Part Cost Over Time}}
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Part List}}
{{ReportLink|Part List}}
Line 789: Line 690:
* Show Active
* Show Active
* Show Inactive
* Show Inactive
* Format Report for Exporting
* Show Description
* Show Description
* Show Cost
* Show Cost
Line 797: Line 697:
* Part Number
* Part Number
* Show Parts Without Reorder Points
* Show Parts Without Reorder Points
* Format Report for Exporting


=PICKING=
=PICKING=
Line 803: Line 702:
* User
* User
* Date Finished In the Date Range
* Date Finished In the Date Range
* Format Report for Exporting
* Show Details
* Show Details


{{ReportLink|Pick Report}}
{{ReportLink|Pick Report}}
* Pick Number
* Pick Number
* Format Report for Exporting
* Show Address
* Show Address
* Show Barcode
* Show Barcode
Line 820: Line 717:
* Combine Like Items
* Combine Like Items
* Sort By Location
* Sort By Location
* Format Report for Exporting
* Show Address
* Show Address
* Show Barcode
* Show Barcode
Line 829: Line 725:
* Costing Method
* Costing Method
* Kit Number
* Kit Number
* Format Report for Exporting


{{ReportLink|Product Catalog}}
{{ReportLink|Product Catalog}}
Line 835: Line 730:
* Product Number
* Product Number
* Show Product Tree
* Show Product Tree
* Format Report for Exporting
* Show Image
* Show Image
* Show Price
* Show Price
Line 855: Line 749:
* Exclude Cover From Page Numbering
* Exclude Cover From Page Numbering
* Hide Footer Information
* Hide Footer Information
* Format Report for Exporting
* Show Barcode
* Show Barcode
* Show Cover Page
* Show Cover Page
Line 869: Line 762:
* SKU Search
* SKU Search
* UPC Search
* UPC Search
* Format Report for Exporting
* SKU
* SKU
* UPC
* UPC
Line 883: Line 775:
* Issued
* Issued
* Voided
* Voided
* Format Report for Exporting


{{ReportLink|Advanced Purchasing By Work Order}}
{{ReportLink|Advanced Purchasing By Work Order}}
Line 895: Line 786:
* Voided
* Voided
* Working
* Working
* Format Report for Exporting


{{ReportLink|Auto PO}}
{{ReportLink|Auto PO}}
Line 902: Line 792:
* Vendor
* Vendor
* Date Range
* Date Range
* Format Report for Exporting
* Include No ROP/OUL
* Include No ROP/OUL
* Include When Short/Always Create/Build To Order
* Include When Short/Always Create/Build To Order
Line 910: Line 799:
* Status
* Status
* PO Number
* PO Number
* Format Report for Exporting


{{ReportLink|Purchase Order Report}}
{{ReportLink|Purchase Order Report}}
* PO Number
* PO Number
* Logo Alignment
* Logo Alignment
* Format Report for Exporting
* Show Barcode
* Show Barcode
* Show Status
* Show Status
Line 952: Line 839:
* Partial
* Partial
* Voided
* Voided
* Format Report for Exporting
* Show Cost
* Show Cost
* Show Sales Orders
* Show Sales Orders
Line 972: Line 858:
* Partial
* Partial
* Voided
* Voided
* Format Report for Exporting
* Show Cost
* Show Cost
* Show Sales Orders
* Show Sales Orders
Line 989: Line 874:
* Date Received
* Date Received
* Include Misc Items
* Include Misc Items
* Format Report for Exporting
* Show Customer Receipts
* Show Customer Receipts
* Show Quantity Totals
* Show Quantity Totals
Line 996: Line 880:
{{ReportLink|Receiving List}}
{{ReportLink|Receiving List}}
* Receiving
* Receiving
* Format Report for Exporting
* Include Item Barcode
* Include Item Barcode
* Include Received Items
* Include Received Items
Line 1,013: Line 896:
* Show Sales Orders
* Show Sales Orders
* Show Transfer Orders
* Show Transfer Orders
* Format Report for Exporting


{{ReportLink|Reconcile Report}}
{{ReportLink|Reconcile Report}}
Line 1,019: Line 901:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


=RMA=
=RMA=
{{ReportLink|RMA Report}}
{{ReportLink|RMA Report}}
* RMA Number
* RMA Number
* Format Report for Exporting
* Show Barcode
* Show Barcode


Line 1,039: Line 919:
* Order Status Fulfilled
* Order Status Fulfilled
* Order Status Open
* Order Status Open
* Format Report for Exporting
* Show RMA Details
* Show RMA Details


Line 1,047: Line 926:
* Last Month
* Last Month
* This Month
* This Month
* Format Report for Exporting


{{ReportLink|Customer Purchase History}}
{{ReportLink|Customer Purchase History}}
Line 1,067: Line 945:
* Show Shipping Items
* Show Shipping Items
* Voided
* Voided
* Format Report for Exporting
* Show Details
* Show Details


Line 1,075: Line 952:
* Discount Name
* Discount Name
* Date Range
* Date Range
* Format Report for Exporting
* Show Detail
* Show Detail


Line 1,083: Line 959:
* Date Range
* Date Range
* Include Returns
* Include Returns
* Format Report for Exporting
* Show Data
* Show Data
* Show Dollar Graphs
* Show Dollar Graphs
Line 1,096: Line 971:
* Include Credit Return Items
* Include Credit Return Items
* Show Each Product Once
* Show Each Product Once
* Format Report for Exporting
* Show Data
* Show Data
* Show Graphs
* Show Graphs
Line 1,103: Line 977:
* Number To Show
* Number To Show
* Date Range
* Date Range
* Format Report for Exporting
* Show Data
* Show Data
* Show Graphs
* Show Graphs
Line 1,112: Line 985:
* Product Number
* Product Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Details
* Show Details


Line 1,130: Line 1,002:
* Show Issued
* Show Issued
* Show Voided
* Show Voided
* Format Report for Exporting
* Show COGS
* Show COGS
* Show Margins
* Show Margins
Line 1,145: Line 1,016:
* Include Returns
* Include Returns
* Include Shipping
* Include Shipping
* Format Report for Exporting


{{ReportLink|MTD Sales}}
{{ReportLink|MTD Sales}}
* Date
* Date
* Report Title
* Report Title
* Format Report for Exporting


{{ReportLink|Outstanding Items}}
{{ReportLink|Outstanding Items}}
Line 1,156: Line 1,025:
* Customer
* Customer
* Fulfillment Date
* Fulfillment Date
* Format Report for Exporting


{{ReportLink|POS Hourly Breakdown}}
{{ReportLink|POS Hourly Breakdown}}
Line 1,173: Line 1,041:
* 6 Friday
* 6 Friday
* 7 Saturday
* 7 Saturday
* Format Report for Exporting


{{ReportLink|POS Receipt}}
{{ReportLink|POS Receipt}}
* SO Number
* SO Number
* Display Seller
* Display Seller
* Format Report for Exporting
* Include Customer Part Numbers
* Include Customer Part Numbers
* Show Barcode
* Show Barcode
Line 1,196: Line 1,062:
* SO Number
* SO Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Pricing Rules}}
{{ReportLink|Pricing Rules}}
* Pricing Name
* Pricing Name
* Format Report for Exporting


{{ReportLink|Products On Order}}
{{ReportLink|Products On Order}}
Line 1,206: Line 1,070:
* Product Number
* Product Number
* Date Due
* Date Due
* Format Report for Exporting


{{ReportLink|Receipt 2in}}
{{ReportLink|Receipt 2in}}
* SO Number
* SO Number
* Format Report for Exporting
* Show Country
* Show Country


Line 1,216: Line 1,078:
* SO Number
* SO Number
* Gift Receipt
* Gift Receipt
* Format Report for Exporting
* Show Country
* Show Country


Line 1,224: Line 1,085:
* Product Number
* Product Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Sales Backorder Report}}
{{ReportLink|Sales Backorder Report}}
Line 1,236: Line 1,096:
* In Progress
* In Progress
* Issued
* Issued
* Format Report for Exporting
* Show Backorders Only
* Show Backorders Only
* Show PO For Short Items
* Show PO For Short Items
Line 1,248: Line 1,107:
* Customer Group
* Customer Group
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Sales By Month}}
{{ReportLink|Sales By Month}}
* Product Number
* Product Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Sales Invoice}}
{{ReportLink|Sales Invoice}}
Line 1,272: Line 1,129:
* Logo Alignment
* Logo Alignment
* Show Date
* Show Date
* Format Report for Exporting
* Include Customer Part Numbers
* Include Customer Part Numbers
* Show Line Item Notes
* Show Line Item Notes
Line 1,306: Line 1,162:
* Logo Alignment
* Logo Alignment
* Show Date
* Show Date
* Format Report for Exporting
* Include Customer Part Numbers
* Include Customer Part Numbers
* Show Line Item Notes
* Show Line Item Notes
Line 1,338: Line 1,193:
* Show SO Details
* Show SO Details
* Report Title
* Report Title
* Format Report for Exporting


{{ReportLink|Sales Order Summary Export}}
{{ReportLink|Sales Order Summary Export}}
Line 1,354: Line 1,208:
* Show SO Details
* Show SO Details
* Report Title
* Report Title
* Format Report for Exporting


{{ReportLink|Sales Order Taxes}}
{{ReportLink|Sales Order Taxes}}
Line 1,372: Line 1,225:
* Issued
* Issued
* Voided
* Voided
* Format Report for Exporting
* Show SO Line Items
* Show SO Line Items


Line 1,382: Line 1,234:
* Date Range
* Date Range
* Tracking Date
* Tracking Date
* Format Report for Exporting


{{ReportLink|Sales Production Demand}}
{{ReportLink|Sales Production Demand}}
Line 1,391: Line 1,242:
* Date Range
* Date Range
* Show Raw Goods
* Show Raw Goods
* Format Report for Exporting


{{ReportLink|Service Order}}
{{ReportLink|Service Order}}
Line 1,397: Line 1,247:
* Display Seller
* Display Seller
* Show Date
* Show Date
* Format Report for Exporting
* Include Customer Part Numbers
* Include Customer Part Numbers
* Only Show BOM Price Adjustments
* Only Show BOM Price Adjustments
Line 1,431: Line 1,280:
* Issued
* Issued
* Void
* Void
* Format Report for Exporting


{{ReportLink|TPS Report}}
{{ReportLink|TPS Report}}
* Date Range
* Date Range
* Format Report for Exporting
* Include Cover Sheet
* Include Cover Sheet


Line 1,447: Line 1,294:
* Register
* Register
* Date Range
* Date Range
* Format Report for Exporting


=SHIP=
=SHIP=
Line 1,464: Line 1,310:
* Trailer Number
* Trailer Number
* Hazardous Materials
* Hazardous Materials
* Format Report for Exporting
* Show BOL Barcode
* Show BOL Barcode
* Show Country
* Show Country
Line 1,480: Line 1,325:
* Date Range
* Date Range
* Show items with no state
* Show items with no state
* Format Report for Exporting


{{ReportLink|Packing List}}
{{ReportLink|Packing List}}
Line 1,501: Line 1,345:
* Show Company Name
* Show Company Name
* Show Unique Ship Numbers
* Show Unique Ship Numbers
* Format Report for Exporting


{{ReportLink|Shipment History}}
{{ReportLink|Shipment History}}
Line 1,509: Line 1,352:
* Date Shipped
* Date Shipped
* Issue Date
* Issue Date
* Format Report for Exporting
* Include Purchase Orders
* Include Purchase Orders
* Include Sales Orders
* Include Sales Orders
Line 1,519: Line 1,361:
* Order Number
* Order Number
* Show Pay Online button
* Show Pay Online button
* Format Report for Exporting
* Include Kits In Item Numbering
* Include Kits In Item Numbering
* Show Carton Info
* Show Carton Info
Line 1,526: Line 1,367:
* Show Barcode
* Show Barcode
* Show Company Name
* Show Company Name
* Format Report for Exporting
* Show Bill To Email
* Show Bill To Email
* Show Bill To Fax
* Show Bill To Fax
Line 1,536: Line 1,376:
{{ReportLink|UPS High Value Report}}
{{ReportLink|UPS High Value Report}}
* Shipping Number
* Shipping Number
* Format Report for Exporting


=TRANSFER ORDER=
=TRANSFER ORDER=
Line 1,542: Line 1,381:
* TO Number
* TO Number
* Show Country
* Show Country
* Format Report for Exporting
* Show Barcode
* Show Barcode
* Show Revision
* Show Revision
Line 1,565: Line 1,403:
* Shipped
* Shipped
* Voided
* Voided
* Format Report for Exporting
* Show Details
* Show Details
* Show Quantity Ordered
* Show Quantity Ordered
Line 1,574: Line 1,411:
{{ReportLink|User Access Rights}}
{{ReportLink|User Access Rights}}
* User
* User
* Format Report for Exporting


{{ReportLink|User Login Log}}
{{ReportLink|User Login Log}}
Line 1,580: Line 1,416:
* User
* User
* Date Range
* Date Range
* Format Report for Exporting


=VENDOR=
=VENDOR=
{{ReportLink|Part Vendor List}}
{{ReportLink|Part Vendor List}}
* Part
* Part
* Format Report for Exporting


{{ReportLink|Vendor Address}}
{{ReportLink|Vendor Address}}
* Sort By
* Sort By
* Format Report for Exporting
* Show Country
* Show Country


Line 1,597: Line 1,430:
* State
* State
* Zip Code
* Zip Code
* Format Report for Exporting
* Show Country
* Show Country


Line 1,605: Line 1,437:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Vendor Fulfillment History}}
{{ReportLink|Vendor Fulfillment History}}
Line 1,617: Line 1,448:
* Fulfilled
* Fulfilled
* Partial
* Partial
* Format Report for Exporting


{{ReportLink|Vendor Part List}}
{{ReportLink|Vendor Part List}}
* Vendor
* Vendor
* Format Report for Exporting


{{ReportLink|Vendor Performance Report}}
{{ReportLink|Vendor Performance Report}}
Line 1,628: Line 1,457:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


=WORK ORDER=
=WORK ORDER=
Line 1,647: Line 1,475:
* Show Repair
* Show Repair
* Show Service
* Show Service
* Format Report for Exporting


{{ReportLink|Outstanding Work Orders}}
{{ReportLink|Outstanding Work Orders}}
Line 1,653: Line 1,480:
* Location Group
* Location Group
* Date Due
* Date Due
* Format Report for Exporting


{{ReportLink|Production Yield}}
{{ReportLink|Production Yield}}
Line 1,659: Line 1,485:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting


{{ReportLink|Work In Progress}}
{{ReportLink|Work In Progress}}
Line 1,666: Line 1,491:
* Location
* Location
* Part Number
* Part Number
* Format Report for Exporting
* Show Details
* Show Details


Line 1,674: Line 1,498:
* Part Number
* Part Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Details
* Show Details


Line 1,683: Line 1,506:
* WO Number
* WO Number
* Date Range
* Date Range
* Format Report for Exporting
* Show Details
* Show Details


Line 1,697: Line 1,519:
* Show Category Color
* Show Category Color
* Show Purchase Order
* Show Purchase Order
* Format Report for Exporting


{{ReportLink|Work Order Instructions}}
{{ReportLink|Work Order Instructions}}
* WO Number
* WO Number
* Display Time
* Display Time
* Format Report for Exporting
* Show Assigned Users
* Show Assigned Users
* Show Barcode
* Show Barcode
Line 1,711: Line 1,531:
{{ReportLink|Work Order Report}}
{{ReportLink|Work Order Report}}
* WO Number
* WO Number
* Format Report for Exporting
* Show Barcode
* Show Barcode


Line 1,728: Line 1,547:
* Issued
* Issued
* Started
* Started
* Format Report for Exporting
* Show Category Color
* Show Category Color


Line 1,735: Line 1,553:
* Report Title
* Report Title
* Display Time
* Display Time
* Format Report for Exporting
* Show BOM Instructions
* Show BOM Instructions
* Show Barcode
* Show Barcode
* Show Category
* Show Category
* Show Category Color
* Show Category Color

Latest revision as of 13:45, 13 March 2025

  • This page is designed to make it easy to search report parameters using Ctrl + f so that you can find parameters that are common between reports.
  • Click a link to learn more about a report or see a detailed description of the report parameters.

ACCOUNTING

Adjustment Report

  • Part Number
  • Date Range
  • Add Initial Inv
  • Cost Change
  • Cycle Count
  • Scrap
  • Show Not Posted

COGS By Account Summary

  • Product Number
  • COGS Account
  • Date Range
  • Closed Short
  • Fulfilled
  • Partial
  • Show Part Details

Default Account Mapping

Export Summary

  • Date Range
  • Apply Date Filter To
  • BOM Number
  • SO Product
  • PO Number
  • SO Number
  • WO Number
  • PO Part
  • Report Title
  • Show Details
  • Show Not Posted
  • Show Posted
  • Show Purchase Orders
  • Show Sales Orders
  • Show Work Orders

BILL OF MATERIALS

Bill of Materials Report

  • BOM Number
  • Costing Method
  • Sort By

BOM Instructions

  • BOM Number

CUSTOMER

Customer Address List

  • Address Type
  • Contact Type
  • Customer Group
  • State
  • Zip Code
  • Show Country
  • Show Groups

Customer Details List

  • Address Type
  • Customer
  • Include Jobs
  • Show Contact Info
  • Show Country

Customer Price List

  • Customer
  • Group By
  • Product Tree
  • Product Number
  • SKU Search
  • UPC Search
  • Show Original Price
  • Show SKU
  • Show UPC

Customer Statement

  • Add Net Days To
  • Apply Date Filter To
  • Customer
  • Closed Short
  • Fulfilled
  • In Progress
  • Issued
  • Show Customers With 0 Balance
  • Due Date Includes Net Days
  • Show Payment Terms

Dormant Customers

  • Dormant period
  • Last Order Limit (Days)
  • Last Ordered
  • Sort By
  • Order
  • Filter by Customer Custom Field
  • Enter filter data
  • Filters
  • Report Title
  • Show Inactive Customers

GADGETS

Gross Sales By Product Bar Graph

  • Parts to Show
  • Date Range

Gross Sales By Product Pie Chart

  • Parts to Show
  • Date Range

Gross Sales By Salesperson Bar Graph

  • Parts to Show
  • Date Range

Gross Sales By Salesperson Pie Chart

  • Parts to Show
  • Date Range

MTD Cumulative Sales

MTD Sales Bar Graph

Turnover Bar Graph

  • Location Group
  • Part Number
  • Parts To Show
  • Date Range

Turnover Pie Chart

  • Location Group
  • Part Number
  • Parts To Show
  • Date Range

INVENTORY

Aging Report

  • Group By
  • Location Group
  • Location
  • Part Number
  • Show Location Details

Asset Valuation By Account

  • Part Number
  • Asset Account
  • Show Part Details

Consumption Report

  • Apply Date Filter
  • Group By
  • Summary Options
  • User
  • Location Group
  • Location
  • Customer/Job
  • Part Number
  • Report Title
  • Date Range
  • Show Active
  • Show Inactive
  • Show Time Stamp
  • Show Total

Costing Layer Valuation

  • Part Number
  • Asset Account
  • Date Range
  • Show Active Costing Layers
  • Show Fulfilled Costing Layers
  • Show Voided Costing Layers
  • Show Historical Data

Cycle Count List

  • ABC Code
  • Location Group
  • Location
  • Part Number
  • Show Items Not In Inventory
  • Show Qty
  • Show Serial Numbers

Forecast Report

  • Location Group
  • Part Number

Historical Part Cost Report

  • Report On Date
  • Costing Method
  • Vendor
  • Part Number
  • Show Inactive Parts
  • Show Parts Created After Date

Inventory Availability

  • Filter by Part Custom Field
  • Location Group
  • Part Number
  • Count
  • Report Title
  • Skip
  • Show Parts With Zero Quantity
  • Show Time Stamp

Inventory Availability By LG

  • Location Group
  • Part Number
  • Count
  • Skip
  • Show Parts With Zero Quantity

Inventory Valuation Summary

  • Costing Method
  • Group By
  • Location Group
  • Location
  • Part Number
  • Asset Account
  • Show Location Details

Inventory Variance

  • Location Group
  • Date Range
  • Part Number
  • Adjustment Types

Item History

  • Location Group
  • Part Number
  • Date Range
  • Show Inventory Adjustment History
  • Show Purchase History
  • Show Sales History

Lot History

  • Part Number
  • Lot Number
  • Inc Cycle Dec
  • Inc Cycle Inc
  • Inc Scrap

On Hand

  • Filter by Part Custom Field
  • Order By
  • Location Group
  • Location
  • Part Number
  • Report Title
  • Tracking
  • Show Parts With Zero Quantity
  • Show Parts Without Tracking
  • Show Serial Numbers

On Hand By Date

  • Report On Date
  • Costing Method
  • Location Group
  • Vendor
  • Part Number
  • Show Inactive Parts
  • Include Zero Quantities
  • Show Cost
  • Show Only Zero Quantities

On Hand By Expiration Date

  • Order By
  • Status
  • Location Group
  • Location
  • Part Number
  • Date Range

On Hand By Product Tree

  • Product Tree
  • Location Group
  • Location
  • Tracking
  • Show Inactive Parts
  • Show Parts With Zero Quantity

Reorder Report

  • Location Group
  • Part Number
  • Include No ROP/OUL
  • Show Inactive Parts
  • Show All Items
  • Show Default Vendor

Reverse Lot History

  • Lot
  • Part Number

Turnover Report

  • Group By
  • Location Group
  • Part Number
  • Date Range

Work Order Forecast Report

  • Location Group
  • WO Number

LABELS

2x4 Location Barcode Avery

  • Sort By
  • Location Group
  • Location
  • Start At Label
  • Show Tag

2x4 Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Show Tag

2x4 Part Barcodes Avery

  • Part Number
  • Count
  • Skip
  • Show Description

2x4 Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Show Description

2x4 Product Barcodes Avery

  • Product Number
  • Count
  • Skip
  • Show Description
  • Show Price

2x4 Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Show Description
  • Show Price

4x6 Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Show Tag

4x6 Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Show Description

4x6 Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Show Description
  • Show Price

Customer Address Labels

  • Address Type
  • Customer Group
  • Start At Label
  • Only In Group
  • Show Country

Location Barcode

  • Sort By
  • Location Group
  • Location
  • Start At Label
  • Show Tag

Location Barcode One Off

  • Sort By
  • Location Group
  • Location
  • Show Tag

New Tags

  • Print Tags Using
  • Qty
  • Repeat Tag
  • Start At Label
  • Tag Starting Point

New Tags One Off

  • Print Tags Using
  • Qty
  • Repeat Tag
  • Starting Point

New Tracking

  • Tracking Value
  • Number To Print
  • Start At Label

New Tracking Incremental

  • First Value
  • Number To Print
  • Start At Label

New Tracking Incremental One Off

  • First Value
  • Number To Print

New Tracking One Off

  • Tracking Value
  • Number To Print

Packing Slip 4x6

  • Shipping Number
  • Contact To Show
  • Layout Format
  • Order Number
  • Show Back Order Items
  • Show Country
  • Show Kit Headers
  • Show Barcode
  • Show Tracking
  • Show Unique Ship Numbers

Part Barcodes Avery

  • Part Number
  • Count
  • Skip
  • Show Description

Part Barcodes By PO Avery

  • PO Number
  • Order By
  • Show Description

Part Barcodes By PO One Off

  • PO Number
  • Order By
  • Show Description

Part Barcodes One Off

  • Part Number
  • Count
  • Skip
  • Show Description

Part Barcodes With Tracking One Off

  • Location
  • Part Number
  • Count
  • Quantity Per Part Tracking Override
  • Skip

PO Part Barcodes With Tracking One Off

  • PO Number
  • Part Number

Product Barcodes Avery

  • Product Number
  • Count
  • Skip
  • Show Description
  • Show Price

Product Barcodes By Receipt Avery

  • Date Range
  • PO Number
  • Start At Label
  • Show Description
  • Show Price

Product Barcodes By Receipt One Off

  • Date Range
  • PO Number
  • Show Description
  • Show Price

Product Barcodes By SO Avery

  • SO Number
  • Order By
  • Start At Label
  • Show Description
  • Show Price

Product Barcodes By SO One Off

  • SO Number
  • Order By
  • Show Description
  • Show Price

Product Barcodes One Off

  • Product Number
  • Count
  • Skip
  • Show Description
  • Show Price

Receiving Label

  • Receiving
  • Default Location Barcode
  • Include Item Barcode
  • Include Received Items

Single Part Barcodes Avery

  • Part Number
  • Count
  • Start At Label
  • Show Description

Single Product Barcodes Avery

  • Product Number
  • Count
  • Start At Label
  • Show Description
  • Show Price

Tag Barcodes Avery

  • Date Range
  • Barcode
  • Location
  • Part Number
  • Tag
  • Show Description

Tag Barcodes One Off

  • Date Range
  • Barcode
  • Part Number
  • Tag
  • Show Description

UPS Label

  • Shipping Number

UPS Return Label

  • Shipping Number

Vendor Address Labels

  • Start At Label
  • Show Country

Vendor Part Barcodes

  • Vendor
  • Part Number
  • Count
  • Skip
  • Show Description

Vendor Part Barcodes One Off

  • Vendor
  • Part Number
  • Count
  • Skip
  • Show Description

Walmart Label

  • SO Number
  • Store Number
  • Show Logo

WO Part Barcodes With Tracking One Off

  • WO Number
  • Part Number

MANUFACTURE ORDER

Available to Build

  • BOM Number
  • Location Group

Manufacture Order Projected Cost

  • MO Number
  • Show Barcode
  • Show Details

Manufacture Order Stage

  • MO Number
  • Date Range
  • Closed Short
  • Entered
  • Fulfilled
  • Issued
  • Partial
  • Picking
  • Void
  • Working

Manufacture Order Traveler

  • MO Number
  • Order By
  • MO Report Title
  • WO Report Title
  • Display WO Travelers
  • Show Assigned Users
  • Show BOM Instructions
  • Show Barcode
  • Show Category
  • Show Category Color
  • Show Finished Goods
  • Show Labor

Production Demand

  • Location Group
  • Customer
  • WO Number
  • Part Number
  • Date Range
  • Show Raw Goods

Production Report

  • Part Number
  • Date Range
  • Show Data

OTHER

Calendar Report

  • Order By
  • Date Range
  • WO Entered
  • WO Fulfilled
  • WO Started
  • Show Time

Reports

Tracking

  • Tracking Value

Tracking Detail

  • Tracking Value

PART

ABC Report

  • Costing Method
  • Date Range
  • Use Manufacture Activity
  • Use Sales Activity
  • Show Group Header
  • Show Time Stamp
  • Show Totals

Part Accounts

  • Part Number

Part Activity Report

  • Date Range
  • Group By
  • Order By
  • User
  • Location Group
  • Location
  • Part Number
  • Tag Number
  • Tracking Info
  • Adj Decrease
  • Adj Increase
  • Adj Scrap
  • Adj Tracking
  • Adj UOM
  • Adjust
  • Consume
  • Disable Tracking
  • Enable Tracking
  • Receiving
  • Shipping
  • Show Active
  • Show Inactive
  • Transfer
  • Void Receipt
  • Yield

Part Allocated

  • Part Number

Part Average Cost

  • Cost Value
  • Part Number
  • Cost

Part Committed Report

  • Part Number

Part Cost Over Time

  • Part Number
  • Date Range

Part List

  • Costing Method
  • Part Number
  • Description
  • Show Active
  • Show Inactive
  • Show Description
  • Show Cost
  • Show Qty On Hand

Reorder Points

  • Part Number
  • Show Parts Without Reorder Points

PICKING

Pick Efficiency

  • User
  • Date Finished In the Date Range
  • Show Details

Pick Report

  • Pick Number
  • Show Address
  • Show Barcode
  • Show Country

Pick Ticket

  • Pick Number
  • Show Barcode As
  • Sort By
  • Show Committed
  • Combine Like Items
  • Sort By Location
  • Show Address
  • Show Barcode
  • Show Country

PRODUCT

Kit Report

  • Costing Method
  • Kit Number

Product Catalog

  • Product Tree
  • Product Number
  • Show Product Tree
  • Show Image
  • Show Price
  • Show Product Barcode
  • Show SKU
  • Show SKU Barcode
  • Show UPC
  • Show UPC Barcode

Product Catalog V2

  • Barcode
  • Uncategorized Products
  • Product Tree
  • Product Number
  • Alternate Report Title
  • Cover Page Image URL
  • Include Non Inventory Items
  • Include Service Items
  • Exclude Cover From Page Numbering
  • Hide Footer Information
  • Show Barcode
  • Show Cover Page
  • Show Inactive Products
  • Show Order Sheet
  • Show Product Price
  • Show Table of Contents

Product Price List

  • Group By
  • Product Tree
  • Product Number
  • SKU Search
  • UPC Search
  • SKU
  • UPC

PURCHASE ORDER

Advanced Purchasing By Sales Order

  • SO Number
  • Date Created
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Voided

Advanced Purchasing By Work Order

  • MO Number
  • Date Scheduled
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Picking
  • Voided
  • Working

Auto PO

  • Class
  • Location Group
  • Vendor
  • Date Range
  • Include No ROP/OUL
  • Include When Short/Always Create/Build To Order
  • Show Vendor Part Number

Purchase Order Barcode

  • Status
  • PO Number

Purchase Order Report

  • PO Number
  • Logo Alignment
  • Show Barcode
  • Show Status
  • Show Total Qty
  • Show Totals
  • Show Line Item Notes
  • Show Part Number
  • Show Memos
  • Show Notes
  • Show Outsource Return As
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show Vendor Account Number
  • Show Vendor Name
  • Use Vendor Name In Address

Purchase Order Summary

  • Apply Date Filter To
  • Group By
  • Show Qty
  • Show Vendor
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Report Title
  • Date Range
  • Bid Request
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Voided
  • Show Cost
  • Show Sales Orders
  • Show Work Orders

Purchase Order Summary Export

  • Show Qty
  • Show Vendor
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Report Title
  • Date Range
  • Bid Request
  • Closed Short
  • Fulfilled
  • Issued
  • Partial
  • Voided
  • Show Cost
  • Show Sales Orders
  • Show Work Orders

RECEIVING

Receiving History

  • Group1
  • Group2
  • Cost
  • Class
  • Location Group
  • Customer
  • Vendor
  • Part Number
  • Date Received
  • Include Misc Items
  • Show Customer Receipts
  • Show Quantity Totals
  • Show Vendor Receipts

Receiving List

  • Receiving
  • Include Item Barcode
  • Include Received Items
  • Show Barcode

Receiving Summary

  • Apply Date Filter
  • Date Range
  • Receiving
  • Location Group
  • Customer
  • Vendor
  • Part Number
  • Report Title
  • Show Purchase Orders
  • Show Sales Orders
  • Show Transfer Orders

Reconcile Report

  • PO Number
  • Part Number
  • Date Range

RMA

RMA Report

  • RMA Number
  • Show Barcode

RMA Summary

  • Item Type
  • RMA Number
  • Location Group
  • Customer
  • Product Number
  • Item Issue
  • Date Range
  • Order By Customer
  • Order Status Expired
  • Order Status Fulfilled
  • Order Status Open
  • Show RMA Details

SALES ORDER

Compare Sales By Month

  • Location Group
  • Last Month
  • This Month

Customer Purchase History

  • Group By
  • Apply Date Filter ToProduct Tree
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Product Number
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Order By Customer
  • Show Misc Sales
  • Show Shipping Items
  • Voided
  • Show Details

Discount Summary

  • Customer
  • SO Number
  • Discount Name
  • Date Range
  • Show Detail

Gross Sales By Product

  • Report Title
  • Parts To Show
  • Date Range
  • Include Returns
  • Show Data
  • Show Dollar Graphs
  • Show Quantity Graphs
  • Show Quantity Sold
  • Show Timestamp
  • Show Totals

Gross Sales By Product Tree

  • Product Tree
  • Date Range
  • Include Credit Return Items
  • Show Each Product Once
  • Show Data
  • Show Graphs

Gross Sales By Salesperson

  • Number To Show
  • Date Range
  • Show Data
  • Show Graphs

Inventory Allocated To Sales Orders

  • Costing Method
  • Group By
  • Product Number
  • Date Range
  • Show Details

Margins By Sales Order

  • Sales Person
  • Location Group
  • Customer
  • SO Number
  • Date Range
  • Include Returns
  • Include Shipping
  • Show Closed Short
  • Show Details
  • Show Estimate
  • Show Fulfilled
  • Show In Progress
  • Show Issued
  • Show Voided
  • Show COGS
  • Show Margins

Margins Report

  • Group By
  • Product Tree
  • Sales Person
  • Location Group
  • Customer
  • Product Number
  • SO Number
  • Date Range
  • Include Returns
  • Include Shipping

MTD Sales

  • Date
  • Report Title

Outstanding Items

  • Sort By
  • Customer
  • Fulfillment Date

POS Hourly Breakdown

  • Date Range
  • Sales Person
  • Location Group
  • Customer
  • Register Name
  • Begin Work Day
  • End Work Day
  • 1 Sunday
  • 2 Monday
  • 3 Tuesday
  • 4 Wednesday
  • 5 Thursday
  • 6 Friday
  • 7 Saturday

POS Receipt

  • SO Number
  • Display Seller
  • Include Customer Part Numbers
  • Show Barcode
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Company Address
  • Show Country
  • Show Items
  • Show Memos
  • Show Revision
  • Show Status

Price Discrepancy

  • Sales Person
  • Customer
  • SO Number
  • Date Range

Pricing Rules

  • Pricing Name

Products On Order

  • Customer
  • Product Number
  • Date Due

Receipt 2in

  • SO Number
  • Show Country

Receipt 3in

  • SO Number
  • Gift Receipt
  • Show Country

Returned Sales

  • Sales Person
  • Customer
  • Product Number
  • Date Range

Sales Backorder Report

  • Sort By
  • Location Group
  • Customer
  • Product Number
  • SO Number
  • Date Range
  • Estimate
  • In Progress
  • Issued
  • Show Backorders Only
  • Show PO For Short Items

Sales By Count

  • Group By
  • Sort By
  • Sales Person
  • Class
  • Location Group
  • Customer Group
  • Date Range

Sales By Month

  • Product Number
  • Date Range

Sales Invoice

  • SO Number
  • Show Payments
  • Show Credit Card Number
  • Show Pay Online button
  • Show Tax Rate Name
  • Add Tax Integration Estimated Tax To Total
  • Show Barcode
  • Show Contact
  • Show Memos
  • Show Order Notes
  • Show Revision
  • Show Status
  • Show Totals
  • Display Seller
  • Logo Alignment
  • Show Date
  • Include Customer Part Numbers
  • Show Line Item Notes
  • Show Zero Price Items
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Customer Name In Address
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show BOM On WO Items
  • Show Description On WO Items
  • Show Adjustment Amounts
  • Only Show BOM Price Adjustments

Sales Order Report

  • SO Number
  • Show Payments
  • Show Credit Card Number
  • Show Pay Online button
  • Show Tax Rate Name
  • Add Tax Integration Estimated Tax To Total
  • Is Invoice
  • Show Barcode
  • Show Contact
  • Show Memos
  • Show Order Notes
  • Show Revision
  • Show Status
  • Show Totals
  • Display Seller
  • Logo Alignment
  • Show Date
  • Include Customer Part Numbers
  • Show Line Item Notes
  • Show Zero Price Items
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Customer Name In Address
  • Show Company Address
  • Show Company Name
  • Show Country
  • Show BOM On WO Items
  • Show Description On WO Items
  • Show Adjustment Amounts
  • Only Show BOM Price Adjustments

Sales Order Summary

  • Ship To State/Province
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Product Number
  • Filter by SO Custom Field Number
  • Apply Date Filter To
  • Date Range
  • Group By
  • Include Returns
  • Order By Customer
  • Show Historical Product Number
  • Show SO Details
  • Report Title

Sales Order Summary Export

  • Class
  • Location Group
  • Customer
  • Product Number
  • Filter by SO Custom Field Number
  • Apply Date Filter To
  • Date Range
  • Group By
  • Include Returns
  • Order By Customer
  • Show Historical Product Number
  • Show SO Details
  • Report Title

Sales Order Taxes

  • Group By
  • Apply Date Filter To
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Tax Rate
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Include Line Item Tax
  • Issued
  • Voided
  • Show SO Line Items

Sales Order Tracking

  • Search Type
  • Customer
  • SO Number
  • Tracking Value
  • Date Range
  • Tracking Date

Sales Production Demand

  • Location Group
  • Customer
  • SO Number
  • Part Number
  • Date Range
  • Show Raw Goods

Service Order

  • SO Number
  • Display Seller
  • Show Date
  • Include Customer Part Numbers
  • Only Show BOM Price Adjustments
  • Show Adjustment Amounts
  • Show BOM On WO Items
  • Show Barcode
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone Number
  • Show Company Address
  • Show Country
  • Show Credit Card Number
  • Show Currency Totals
  • Show Description on WO Items
  • Show Home Currency
  • Show Home Currency Totals
  • Show Line Item Notes
  • Show Memos
  • Show Payments
  • Show Products With Zero Dollar Value
  • Show Revision
  • Show Status

SO To PO Margin

  • Sort By
  • Sales Person
  • SO Number
  • Date Range
  • Closed Short
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Void

TPS Report

  • Date Range
  • Include Cover Sheet

Z Report

  • Sort By
  • Payment Method
  • Sales Person
  • Class
  • Location Group
  • Customer
  • Register
  • Date Range

SHIP

Bill Of Lading

  • Shipping Number
  • 3rd Party Address
  • 3rd Party Address Line2
  • 3rd Party Address State Zip
  • 3rd Party Country
  • 3rd Party Name
  • Class
  • NMFC =
  • Pro Number
  • Report Title
  • Serial Number(s)
  • Trailer Number
  • Hazardous Materials
  • Show BOL Barcode
  • Show Country
  • Show Pro Num Barcode
  • Show Total Qty
  • Show Total Weight
  • Show Barcode
  • Show Country

Inventory Shipping Summary

  • Carrier
  • Customer
  • Product Number
  • Address
  • Date Range
  • Show items with no state

Packing List

  • Shipping Number
  • Contact To Show
  • Layout Format
  • Logo Alignment
  • Order Number
  • Show Back Order Items
  • Show Kit Headers
  • Show Historical Qty Remaining
  • Show Total Qty
  • Show Tracking
  • Show Country
  • Show Carton Info
  • Show Delivery Signature
  • Show Order Notes
  • Blind Shipment
  • Show Barcode
  • Show Company Name
  • Show Unique Ship Numbers

Shipment History

  • Sort By
  • Carrier
  • Report Title
  • Date Shipped
  • Issue Date
  • Include Purchase Orders
  • Include Sales Orders
  • Include Transfer Orders

Shipping Invoice

  • Shipping Number
  • Logo Alignment
  • Order Number
  • Show Pay Online button
  • Include Kits In Item Numbering
  • Show Carton Info
  • Show Delivery Signature
  • Show Note
  • Show Barcode
  • Show Company Name
  • Show Bill To Email
  • Show Bill To Fax
  • Show Bill To Phone
  • Show Country
  • Show Total Qty
  • Show Totals

UPS High Value Report

  • Shipping Number

TRANSFER ORDER

Transfer Order Report

  • TO Number
  • Show Country
  • Show Barcode
  • Show Revision

Transfer Order Summary

  • Apply Date Filter To
  • Group By
  • Sort By
  • From Location Group
  • To Location Group
  • Date Range
  • Closed Short
  • Entered
  • Estimate
  • Fulfilled
  • In Progress
  • Issued
  • Partial
  • Picked
  • Picking
  • Request
  • Shipped
  • Voided
  • Show Details
  • Show Quantity Ordered
  • Show Quantity Remaining
  • Show Quantity Shipped

USER

User Access Rights

  • User

User Login Log

  • Sort By
  • User
  • Date Range

VENDOR

Part Vendor List

  • Part

Vendor Address

  • Sort By
  • Show Country

Vendor Address List

  • Address Type
  • Contact Type
  • State
  • Zip Code
  • Show Country

Vendor Backorder Report

  • Group By
  • Vendor
  • Part Number
  • Date Range

Vendor Fulfillment History

  • Group By
  • Sort By
  • Class
  • Location Group
  • Vendor
  • Part Number
  • Closed Short
  • Fulfilled
  • Partial

Vendor Part List

  • Vendor

Vendor Performance Report

  • Apply Date Filter
  • Vendor
  • Part Number
  • Date Range

WORK ORDER

Inventory Allocated To Work Orders

  • Costing Method
  • Group By
  • Location Group
  • WO Number
  • Part Number
  • Date Range
  • Building
  • Entered
  • Fulfilled
  • Issued
  • Show Disassemble
  • Show Maintenance
  • Show Manufacture
  • Show Repair
  • Show Service

Outstanding Work Orders

  • Sort
  • Location Group
  • Date Due

Production Yield

  • WO Number
  • Part Number
  • Date Range

Work In Progress

  • Costing Method
  • Location Group
  • Location
  • Part Number
  • Show Details

Work Order Consumption

  • Location Group
  • WO Number
  • Part Number
  • Date Range
  • Show Details

Work Order Cost

  • WO Status
  • Apply Date Range To
  • Location Group
  • WO Number
  • Date Range
  • Show Details

Work Order Flag

  • Sort By
  • Location Group
  • WO Number
  • Add Header
  • Calendar Category
  • Report Title
  • Date Range
  • Show Category
  • Show Category Color
  • Show Purchase Order

Work Order Instructions

  • WO Number
  • Display Time
  • Show Assigned Users
  • Show Barcode
  • Show Completed
  • Show Details
  • Show Status

Work Order Report

  • WO Number
  • Show Barcode

Work Order Summary

  • Apply Date Range To
  • Group By
  • Search Part Type
  • Class
  • Location Group
  • Part Number
  • Calendar Category
  • Report Title
  • Date Range
  • Entered
  • Fulfilled
  • Issued
  • Started
  • Show Category Color

Work Order Traveler

  • WO Number
  • Report Title
  • Display Time
  • Show BOM Instructions
  • Show Barcode
  • Show Category
  • Show Category Color