Report List

All Allocations Report (New)
System Configuration> Reports> Report List (General) 

 

 

 

 

 Control Account 

   

 

 

 Document Type 

 

 

 

 Transaction Line 

 

 

 

 Billing Group 

 

 

 

 Date From / To 

 

 

 

 Sort By 

 

 

 

 Excl Zero Values

Birthday List
System Configuration> Reports> Report List (General) 

 The report picks up any birthdays entered in the system with the age and the date of birth. Select from month to month to show these dates irrespective of the year. Also sort or sub sorts the report.

Commission Document Detail Report
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Document Type 

 

 

 

 Show Cost & Profit 

 

 

 

 Select 

 

 

 

 Zero

Commission Document Summary Report
System Configuration> Reports>Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Type 

 

 

 

 Document Type

Commission Inventory Report Document
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Show Cost & Profit 

 when ticked will display the cost and profit column in the report. 

 

 

 Show Negative Profit 

 When unticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is set to 0.00 and a flag Zero is displayed in the exclude column. When ticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is displayed as a negative value. 

 

 

 Select 

 Select either summary or detail. 

 

 

 Decimal Places 

 

 

 

 Print Comm. Notes

Commission Inventory Report Payment Basis
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Show Cost & Profit 

 when ticked will display the cost and profit column in the report. 

 

 

 Show Negative Profit 

 When unticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is set to 0.00 and a flag Zero is displayed in the exclude column. When ticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is displayed as a negative value. 

 

 

 Decimal Places 

 

 

 

 Print Comm. Notes 

  

Commission Inventory Report Points System
System Configuration> Reports> Report List (General) 

 

 

 

 

 Sales Rep 

   

 

 

 Date From / To 

 

 

 

 Doc. Type 

 

 

 

 Select 

 

 

 

 Decimal Places

Commission Report Document Payment Basis
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 VAT Percentage

Commission Report Sales Rep. Group
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Sales Rep 

 

 

 

 Sort By 

 

 

 

 Show Mark Up 

 

 

 

 Show Cost & Profit 

 

 

 

 Show Negative Profit 

 

 

 

 Decimal Places

Commission Branch Report
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Sales Rep 

 

 

 

 Summary 

 

 

 

 Factor 1, 2, 3

Custom Field Report
System Configuration>Reports>Report List (General) 

 Gives a report on custom fields setup in different document types. This report can only be exported to Excel. Select the Document type from the drop down arrow and the category after. Generate the report then click on View Report button which allows the user to refresh the report, delete, download which opens it on excel sheet.

Hive Import Report
System Configuration> Reports> Report List (General) 

 

 

 

 

 Date From / To 

   

 

 

 Batch No 

 

 

 

 Status

Test Report
System Configuration> Reports> Report List (General)

User Leave Report
System Configuration> Reports> Report List (General) 

 

 

 

 

 Employee 

   

 

 

 Start Date 

 

 

 

 End Date 

 

 

 

 Summary 

 

 

 

 Show inactive 

 

 

 

 Show Other Leave