Reports

Store Stock Site Usage Report
Details: Use the Store Stock Site Usage Report to analyze the delivered items for a store for a given date range and see where the stock was pulled from (Administration > Reports > Inventory > Items > Store Stock Site Usage). This is useful in a multi-store environment with a central warehouse. Filters  - Interest: Marketing in...
Time Summary Report
Details: Use this report to see the time spent on each service task (Administration > Reports > Service and Delivery > Time Summary). You can generate this report by service type or employee:  - Employee: Displays a total number of hours by tech, and the number of hours the tech spent on each service category and service type.  - Se...
Top Item Analysis Report
Details:  Use the Top Item Analysis Report to generate an MS Excel spreadsheet of the top items (Administration > Reports > Inventory > Items > Top Item Analysis). Filters  - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.  - Item C...
Tying Income Statement to Money Tree or Revenue Register Report
Issue: Why don't these reports always match?   Resolution: Only Invoices (Sales, Service, Return) show up on the Revenue Register and Money Tree; however, the Income Statement will reflect any other transaction that may have posted to a revenue account. For Example, the following transactions could be included in Revenue accounts:  ...
While You Were Out Report
Details: The While You Were Out report automatically runs when you login to Evosus IF you have NOT been in Evosus for the past 36 hours class (Administration > Reports > Executive Summary > While you were out…). You may also view this report through the Reports section of the Administration tab. To control who receives this report, go...
Warranty Items Report
Details: Use the Warranty Items to view the items marked as warranty for a given date range (Administration > Reports > Sales > Items and Kits > Warranty Items). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Product Line: Product lin...
Accounts Payable Quick Reconciliation Report
Details: This is an MS Exel spreadsheet that compares the daily balance of the Accounts Payable account and the Accounts Payable Aging Report total. There is also an Entries Posting This Day In GL column that you can reference if the two values are different. This report is similar to the Accounts Receivable - Quick Reconciliation Report. The ...
Any GL Account - Quick Reconcile
Details: Use this MS Excel report to quickly reconcile any GL account. This spreadsheet displays the balance of a GL account for each day, and it includes a summary of the journal entries if there is a change in balance. The tool provides data in 6 months increments. For example - Using the date 9/10/2018 would provide data from 3/10/2018 to 9...