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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 c...
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
00. Overview of Costs and Expenses on a Job
Job Costing> Reports> Reports List This report can be run by selecting a Job Number range, a Debtor range or a Date range as the selection criteria working in conjunction with the Job Status options available in the Job Status drop down. Please Note : When a...
01. Job Quote Summary Report
Job Costing> Reports> Reports List This report shows quotes in various status levels with cost, selling and profits to be made. It gives an indication of the estimated profit on a quote It takes the cost values at the time of creating the quote and fixes the...
02. Job Quote Detail Report
Job Costing>Reports>Reports List This report shows quote details in various status levels with costs and selling values. Job No. Quote No Sales Rep Date From and To Status Quote Type Sort By Include B...
03. Quote and Job Status Report
Job Costing>Reports>Reports List Report displaying Job related data based on quote selection criteria Quote Date Job Open Date Customer Approval Date Date From and To Job Number Quote Status Division ...
10. Job Grouping Report
Job Costing>Reports>Reports List Job grouping report allows a selection to view quantity, cost or selling of jobs and comparesquote, usage and invoiced values with balance.To run the report, select the customer, job number or the date. Job Number ...
11. Projected Values
Job Costing>Reports>Reports List Job No Status Date From and To Selection Select either Cost or Selling Include Internal Jobs Show Excl QT Debtor Type Job Type Sort By
12. Projected Values
Job Costing>Reports>Reports List This report is the same as the above report except that this compares different types example. Also gives a percentage completion. Excellent to view from quote to Actual completed. a. Budget vs Actual b. Budget ...
13. Job on Hand Value
Job Costing>Reports>Reports List Job on hand value will give you the value based on either cost or selling on the job It gives you the comparison with a. Budget - Quote b. Actual - WIP – quantity that was used on the Job c. Invoiced - Am...
15. Job Managed Costs Report
Job Costing>Reports>Reports List Job No Customer Date From and To Job Status Item Sort Show Excl QT Line Date From and To Quote No Sales Rep Sort By Job Type Include Interna...
18. WIP Managed Value
Job Costing>Reports>Reports List Customer From and To Date To Job Number Output Division Invoice Group Filter By Select Unassigned, Assembly, Charge up, Prepriced Include Internal Jobs Exclude Ze...
20. WIP Summary
Job Costing>Reports>Reports List WIP Summary will give you the value or quantity on the job and compares this to the Budgeted (Quote) to Actual (WIP) that has been completed on the Job. Allows one to view a single job either by quantity or value per item of...
21. Job Stock Managed
Job Costing>Reports>Reports List This report shows what stock is on hand, how much stock is in WIP and how much stock has been used on the report Reports only on stock items which shows the amount of stock in WIP and how much has been managed. Reports only...
22. Stock Values in Managed Jobs
Job Costing>Reports>Reports List The report shows all stock items that have been used on the job. What has been invoiced and what was in Reserved quantity If the invoiced quantity equals the Reserved quantity it means that the stock has been removed from the ...
23. Time Log / Service Hours by Employee
Job Costing>Reports>Reports List This will show the hours done by an employee on a job comparing the Budgeted (Quote) hours done to the Actual Hours done Gives a report on employee hours worked on a list of different jobs. Shows the budgeted versus actual ...