Reports

Job Percent Complete Report
Details: Use the Job Percent Complete Report to view the percent complete of each job  (Administration > Reports > Job Costing > Job Percent Complete). How is percentage complete calculated? Percentage Complete = Budgeted Cost / Actual Costs. For example, if your budgeted costs are $1,000 and your actual costs are $500, the percen...
Job Profitability Report
Detail: Use the Job Profitability Report to view the revenues, expenses, and profit/loss on all jobs (Administration > Reports > Job Costing > Job Profitability).   What is the Jobs in Progress Account column?  A Jobs In Progress Acct column appears on the MS Excel version of the report. This column displays the total dollars this ...
Kits In Stock Report
Details: Use the Kits In Stock Report to see static kits and the quantities of the kits in stock in the company or by stock site (Administration > Reports > Inventory > Kits > Kits In Stock). You can generate a detailed version of the report that shows kit line items per kit. Dependencies will list other kits that share a common i...
Kit Sales Report
Details: Use the Kit Sales Report to view information about sales of specific kits (Administration > Reports > Sales > Items and Kits > Kit Sales). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Kit category: Kit categories organize y...
Lead Analysis Report
Details: Use the Lead Analysis Report to analyze the status of all leads. Leads are people that have not made a purchase (Administration > Reports > Marketing > Leads > Lead Analysis). Filters  - Interest: Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer that ...
Lead Closing Ratio Report
Details: Use the Lead Closing Ration Report to see the leads created per store or per employee, and the closing ratios (Administration > Reports > Marketing > Leads > Lead Closing Ratio). Filters  - Interest: Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer th...
Lead Register Report
Details: Use the Lead Register Report to see how many new inquiries you are recording (Administration > Reports > Marketing > Leads > Lead Register). The report displays the customer inquiries and all related information based on a date range and other optional criteria. Filters  - Interest: Marketing interests allow you to li...
Line Item Commission Register
Details: Use the Line Commission Register Report to analyze Point of Sales Commissions (Administration > Reports > Sales > Commissions > Line Item Commission Register). This report looks at each line item sold in a selected date range that has a commissionable employee associated with it. Filters  - Accounting Period: Account...
Min/Max 12 Month Analysis Report
Details: The Min/Max 12 Month Analysis Report lists item sales by month for the last 12 months along with current quantity on hand (Administration > Reports > Inventory > Items > Min/Max 12 Months Analysis). This report can aid in the creation of automatic reorder alerts and early buy orders.   *Note: This report can take a long t...
Most Popular Items Reports
Details: Use the Most Popular Items Report to see the most popular items sold during a period, and the average selling price and cost (Administration > Reports > Sales > Items and Kits > Most Popular Items). Filters  - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For exa...
My Reports
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My Top Ten Report
Details: The Top Ten section of Reports keeps track of the ten most frequented reports accessed by the person logged in (Administration > Reports > My Top Ten). This list will be different for every user depending on which reports they access most frequently. Evosus will refresh this list every time you log in. This is an easy way to acc...
Negative Quantity On Hand Report
Details: The Negative Quantity on Hand Report displays all stock and non-stock items with a negative quantity on hand (Administration > Reports > Inventory > Items > Negative Quantity On Hand). The report can be used to quickly identify items with negative quantities in order to resolve the negative situation. Run this report with ...
Open Item Receipts Report
Details: Use the Open Item Receipts Report to view a list of open item receipts (Administration > Reports > Inventory > Items > Open Item Receipts). Filters  - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.  - Item Class: Item class...
Open Order Report
Details: Use the Open Order Report to generate a list of all orders (sales and service) that have an open status (Administration > Reports > Sales > Orders and Invoices > Open Order Report). The report includes orders with may or may not be a balance due. Filters  - Marketing Interest: Use marketing interests to link a lead and...
Order Profit Register Report
Details: Use the Order Profit Register Report to see a list of list of sales, service, and return transactions in any status for any period of time (Administration > Reports > Sales > Orders and Invoices > Order Profit Register). This report is similar to the Order Register Report, but the Order Profit Register Report includes COGS...
Order Register Report
Details: Use the Order Register Report to see a list of list of sales, service, and return transactions in any status for any period of time (Administration > Reports > Sales > Orders and Invoices > Order Register). This report is similar to the Order Profit Register Report, but the Order Profit Register Report includes COGS, Profi...
Outstanding Revenue Report
Details: Use the Outstanding Revenue Report to see a list of orders that have been taken but not invoiced (Administration > Reports > Sales > Orders and Invoices > Outstanding Revenue). Filters  - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer ...
Overall Performance Report
Details: Use the Overall Performance Report to get the big picture of what is happening with your business in given time frame (Administration > Reports > Executive Summary > Overall Performance). The report includes a breakdown of the following categories: customers, quotes, sales orders, service orders, POS - sales, POS - returns, a...
Print Dynamic Kit Report
Details: Use the Print Dynamic Kit Report to see a detailed overview of a specific dynamic kit (Administration > Reports > Inventory > Kits > Print Dynamic Kit). Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch Can Access Reports - Inventory  
Points Accumulated Report
Details: Use the Points Accumulated Report to view a list of customers with their accumulated points and qualified purchases (Administration > Reports > Sales > Points Reward > Points Accumulated). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup s...
Points Redeemed Report
Details: Use the Points Redeemed Report to see a list of customers that have redeemed points during a specific date range (Administration > Reports > Sales > Points Reward > Points Redeemed). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen....
POS Canceled Transaction Report
Details: Use the POS Canceled Transactions Report to see a list of transactions canceled in POS (Administration > Reports > Sales > Orders and Invoices > POS Canceled Transactions). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen. Secur...
Print Item Tree Report
Details: Use this report to export your inventory tree to an MS Excel spreadsheet (Administration > Reports > Inventory > Items > Print Item Tree). This can be help when creating product lines. For example, if you want to share your inventory tree with another Evosus client, generate the report and email the MS Excel file to the cl...
Projected Cash Flow Report
Details: Use the Projected Cash Flow Report to see the Balance Due on open orders graphed by estimated delivery date (Administration > Reports > Sales > Orders and Invoices > Projected Cash Flow).   Security Permissions Required Category Function Admin-Reports Can Access Reports Tree Branch Can Access Reports - Sales   ...