Reports

Promotion Analysis Report
Details:  Use the Promotion Analysis Report to Analyze the success/response to a sales promotion (Administration > Reports > Sales > Promotions > Promotion Analysis). All Items connected with the promotion are included in the analysis. Security Permissions Required Category Function Admin-Reports Can Access Reports Tree Branch ...
Quote Closing Ratio Report
Details: The Quote Closing Ration Report shows the quotes created per store or per employee, and the closing ratios (Administration > Reports > Sales > Orders and Invoices > Quote Closing Ration). How are ratios calculated on the report?  - Closing Ratio: (Orders from Quotes Current + Orders No Quote Current) / (Quotes Created...
Quantity On Hand Report
Details: The Quantity On Hand Report to view a filtered list of inventory items, and the on hand, reserved, available, and on order amounts (Administration > Reports > Inventory > Items > Quantity On Hand). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accountin...
Quote Register Report
Details: Use the Quote Register Report to see a detailed list of quotes that were created or promoted in a time frame (Administration > Reports > Sales > Orders and Invoices > Quote Register). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen...
RGA Register Report
Details: Use the RGA Register Report to view RGA information, including lost claims (Administration > Reports > Accounting > Accounts Receivable > RGA Register). Use the Preview Report tab to select the information that you want to be displayed. Filters  - Accounting Period: Accounting periods are created, closed, and reopened...
Referral Sales Report
Details: Use the Referral Sales Report to see a detailed or summary list of sales that were referrals (Administration > Reports > Sales > Orders and Invoices > Referral Sales). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Marketing I...
Revenue Register Report
Details:  The Revenue Register report provides summary and detail information on sales related revenue activity (Administration > Reports > Sales > Orders and Invoices > Revenue Register). Revenue, for purposes of this report, is defined as any POS, sales, service or return transaction that has been invoiced. Use this report to rec...
Sales By Advertising Code Report
Details: Use the Sales By Advertising Report to see which advertising codes customers are taking action on (Administration > Reports > Sales > Advertising > Sales By Advertising Code). This report only includes sales and service orders. Be careful when selecting  a date range The date the customer initially inquires and the da...
Sales By Creative Report
Details: Use the Sales By Creative Report to see sales by creative, e.g. billboard, direct mail, email, phone call, fair, or magazine ad (Administration > Reports > Marketing > Campaigning > Sales By Creative). Be careful when selecting a date range The date the customer initially inquires and the date that they actually purch...
Sales Discount Report
Details: Use the Sales Discounts Report to see a list of who is giving what discounts and for what reasons (Administration > Reports > Sales > Orders and Invoices > Sales Discounts). Filters  - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer int...
Sales Gross Profit Summary Report
Details: Use the Sales Gross Profit Summary Report to see sales gross profit by invoice date and categorized by product line (Administration > Reports > Sales > Orders and Invoices > Sales Gross Profit Summary). Where do the retail, other, and service figures come from?  - Retail: POS  - Other: Sales Orders, Bill Me Later and...
Sales Summary - Big Ticket Analysis Report
Details: Use the Sales Summary - Big Ticket Analysis Report to see a summary of sales filtered by an item total range (Administration > Reports > Executive Summary > Sales Summary - Big Ticket Analysis). By default, the item total range is $1,000 to $1,00,000, but you can change this if necessary.  - You can also launch this report u...
Sales Summary - By City Report
Details:  The Sales Summary – By City Report shows a summary of all sales created for each city in your database (Administration > Reports > Executive Summary > Sales Summary - By City). The first page of the report shows a graphical representation of the information starting with the city with the highest number of sales to the lowes...
Sales Summary - By Month Report
Details:  The Sales Summary - By Quarter Report is a graphical breakdown of sales by quarter for a particular year (Administration > Reports > Executive Summary > Sales Summary - By Month). This report is very similar to the Sales Summary - By Quarter Report.  - You can also launch this report using the Evosus Performance Analyzer. F...
Sales Summary - By Postal Code Report
Details: The Sales Summary – By Postal Code Report shows a summary of all sales grouped by postal code (Administration > Reports > Executive Summary > Sales Summary – By Postal Code). The first page of the report shows a graphical representation of the information starting with the postal code with the highest number of sales to the l...
Sales Summary - By Quarter Report
Details: The Sales Summary - By Quarter Report is a graphical breakdown of sales by quarter for a particular year (Administration>Reports>Executive Summary>Sales Summary – By Quarter). This report is very similar to the Sales Summary - By Month Report.  - You can also launch this report using the Evosus Performance Analyzer. For exam...
Sales Tax Due Report
Details: The Sales Tax Due Report displays taxes due for invoiced accounts receivable transactions for a time frame (Administration > Reports > Accounting > Accounts Payable > Sales Tax Due). This report can be used to tie out to the sales tax liability general ledger accounts when ran by tax authority and can be processed by line ...
Sales Tax Due Report (Canada, Australia)
Details: The Sales Tax Due (Canada, Australia) report displays all Accounts Receivable and Accounts Payable transactions associated to a particular tax code (Administration > Reports > Accounting > Accounts Payable > Sales Tax Due (Canada, Australia). Transactions include Customer Invoices, Customer Payments, Vendor Invoices, Vendo...
Sales Tax Exempt Log Report
Details: The Sales Tax Exempt Log displays invoices where sales exempt data was entered (Administration > Reports > Accounting > Accounts Payable > Sales Tax Exempt Log). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Customer Type: Us...
Service History Report
Details: Use the Service History Report to view work performed on a specific serial number, or a range of serial numbers using a wildcard search (Administration > Reports > Service and Delivery > Service History). What is a wildcard and how do you use it? Let's say you're looking for a serial number, but you only know t...
Serial Numbers In Stock Report
Discount: Use the Serial Numbers In Stock Report to generate a filtered list of serial number items (Administration > Reports > Inventory > Items > Serial Numbers In Stock). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Product Line:...
Service Revenue by Tech Report
Details: Use this report to break service revenue down by service technician. This report displays service revenue by technician, and by service category (Administration > Reports > Service and Delivery > Service Revenue by Tech).  - Use the Directly to Excel option to export the report to an MS Excel spreadsheet. This can be helpful...
Service Types List Report
Details: Use this report to see a list of the service categories and service types that are set up in the application (Administration > Reports > Service and Delivery > Service Types List). The report also includes the average number of minutes it takes to complete each task. This is set up on the service task type. Security Perm...
Stock Movement Report
Details: Use the Stock Movement Report to see a filtered list of stock adjustments and transfers made for a given period of time (Administration > Reports > Inventory > Items > Stock Movement). Transactions may have been initiated by sales, returns, service orders, physical counts, or manual stock adjustments and transfers. Fil...
Stock Transfer Register Report
Details: Use the Stock Transfer Register Report to view stock transfers between sites for a given date range originating from inter-company POs and manual stock transfers (Administration > Reports > Inventory > Items > Stock Transfer Register). Filters  - Stock site: A stock site is any location that carries inventory, e.g. re...