Reports

Data Entry Audit Report
Details: Use the Data Entry Audit Report to see a list of transactions created during a selected date range (Administration > Reports > Executive Summary > Data Entry Audit). For example, you can run this report to see a list of stock adjustments created on a specific day. Filters  - Accounting Period: Accounting periods are crea...
Daily Sales Journal Report
Details: Use the Daily Sales Journal to see the debits and credits for a selected day (Administration > Reports > Accounting > Accounts Receivable > Daily Sales Journal). Use this report to reconcile revenue, accounts receivable, and cash for a specific day. Filters  - Accounting Period: Accounting periods are created, closed,...
Debit Memo Register Report
Details: Use Debit Memo Register Report to generate a filtered list of debit memos (Administration > Reports > Accounting > Accounts Payable > Debit Memo Register). For example, you can use this report to generate a list of debit memos that have not been used yet. The report displays balances, applied invoices, applied RGAs(MS Exce...
Delivered Items Report
Details: Use the Delivered Items Report to see a detailed list of items that were delivered during a specific date range. (Administration > Reports > Sales > Items and Kits > Delivered Items). Filters  - Product Line: Product lines group your inventory items into high level categories - for example, Accessories, BBQs & Gri...
Discrepancies Between Aging and General Ledger
Issue: A/P or A/R Aging Doesn't Tie out to the General Ledger Resolution: The A/R Aging should be used to reconcile the A/R Account. The A/P Aging should be used to reconcile the A/P Account. Both reports should tie to the corresponding General Ledger account, making sure that the General Ledger is fully posted for the period you are...
Evosus Money Tree Report
Details: The Evosus® Money Tree is a tool to quickly view sales data by product line and sub department (Administration > Reports > Sales > Orders and Invoices > The Evosus® Money Tree).  - View a high level breakdown of sales for product lines by percentage, quantity and dollar amount. By clicking the [+] next to the product line...
General Journal Entries Report
Details: The General Journal Entries report displays details associated with each journal entry that is entered in Evosus including Posted Status, posting accounts, and memos (Administration > Reports > Accounting > General Journal Entries). Output to  - Report: Displays a detailed listing of General Journal Entries including pos...
Hazardous Materials Item Register Report
Details: Use the Hazardous Materials Item Register Report to view a list of all items associated with hazmat codes (Administration > Reports > Inventory > Items> Hazardous Materials Item Register). The report displays quantity and weight currently in stock across all locations and all codes. Filters  - Product Line: Product li...
Hazardous Materials Maximum Enforcements Report
Details: Use the Hazardous Materials Maximum Enforcements Report to see a list of all items currently violating or close to violating the maximum weight or maximum quantity limits at a location (Administration > Reports > Inventory > Items> Hazardous Materials Maximum Enforcements). The calculations are based on the maximum weight ...
Inactive Items Appear On Inventory Valuation Report
Issue: When generating an Inventory Valuation Report, items previously marked as Do Not Sell and moved to the zz archived zz folder, appear on the report. Resolution: Items previously marked as Do Not Sell and moved to the zz archived zz folder will appear on the Inventory Valuation Report when the item still contains a quantity on hand. ...
Inquiry to Order Lag Time Report
Details: Use the Inquiry to Order Lag Time Report to see the number of days the customer is taking to make a purchase decision (Administration > Reports > Marketing > Campaigning > Inquiry To Order Lag Time). This report only includes sales orders, and it displays the total number of orders in a given time frame and how many days a...
Inventory Needed Report
Details: The Inventory Needed Report displays a company wide total of on hand, available and reserved items along with a listing of quantities per stock site (Administration>Reports>Inventory>Items>Inventory Needed Report). This report can be used to determine how much inventory is needed to cover current demands such as reorder le...
Inventory Turn Report
Details:  Use the Inventory Turn Report to see the turn rate and profit margin on inventory items (Administration > Reports > Inventory > Items > Inventory Turn Report). Filters  - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.  - ...
Inventory Valuation Report
Details: Use the Inventory Valuation Report to determine the current value of inventory based on your preferred inventory valuation method. Valuation methods include Average Cost, LIFO and FIFO and can be changed through Administration > Accounting > General Setup > Accounting Defaults > Inventory Tab. Company inventory account bal...
Invoice Register Report
Details: The Invoice Register Report displays a detailed list of all AR customer invoices (Administration > Reports > Sales > Orders and Invoices > Invoice Register). You can filter the report by date, store, employee, interest, customer, and invoice total. Example of Use You can use this report to display a list of all Bill ...
Item Dump Report
Details: The Item Dump Report exports a filtered list of inventory items to MS Excel (Administration > Reports > Inventory > Items > Item Dump). This report is similar to the one used when updating existing inventory using the Import/Export Utility, but it is not the same report and cannot be used for importing changes. This report...
Item Overview Report
Details: The Item Overview Report provides a detailed overview of a specific item including retail price, serial number enforcement, stock quantities and sales for the last 10 days (Administration > Reports > Inventory > Items > Item Overview).  Filters  - Item Code: Enter a specific item number or click  to select an item usi...
Item Price List Report
Details: The Item Price List Report creates a price and availability list for the selected items (Administration > Reports > Inventory > Items > Item Price List). Item Class  - Enter Item Class to filter. Class is determined by the number of items sold within a given time frame. Filtering by class allows you to filter out slow...
Item Purchase and Sales Report
Details: You can use this report to see the purchases during a timeframe with a profit margin (Administration > Reports > Inventory > Items > Item Purchase and Sales). Be sure to select all item classes on the Item Class tab. How is the average profit calculated? (Sold for Avg Price - Purchased for Avg Cost) * Amt Sold in ...
Items Waiting To Be Delivered Report
Details: Use this report to view a list of undelivered job items (Administration>Reports>Sales>Items>Items Waiting to Be Delivered). These are items with a status of Waiting to be Delivered.   - The report includes the delivery date, serial numbers and other pertinent information.  - You must use the MS Excel output version and t...
Job Billing Summary Report
Details: Use the Job Billing Summary Report to see a breakdown of the billing activity by job type and individual job (Administration > Reports > Job Costing > Job Billing Summary).  - This report also helps you track whether you're covering incurred costs with job billing. - The summary includes the bid amount, change orders (...
Job Cost Detail Report
Details: Use the Job Cost Detail Report to view a breakdown of all true costs per job, and research discrepancies or incorrect allocations (Administration > Reports > Job Costing > Job Cost Detail).  - The costs are grouped by cost code (direct labor, materials, etc.). You can filter this report by Cost Log Date Range. Filters  -...
Jobs In Progress
Details: This reports lists all active jobs, and the Jobs In Progress balance on each job (Administration > Reports > Job Costing). You need to have the GL posted to the current date in order to tie out the report. Just enter a date and the report displays the balance of the accounts as of that date.   
Jobs In Progress -Quick Reconcile
Details: This report is a very quick way to see the activity of the Jobs In Progress GL account for a period of time (Administration > Reports > Job Costing). This report compares the Trial Balance Report Total and the Jobs In Progress Report Total for every day in a 30 day period. If there is a difference between the two totals on a day...
Job Overhead Allocation Report
Details: Use the Job Overview Allocation Report to view timecard allocations for the job including hours, labor rate, burden amount, and total labor by phase and cost code (Administration > Reports > Job Costing > Job Overhead Allocation).  - To utilize this report, you must be recording employee labor in the Timecards feature and al...