Reports
192 ready-made reports. Plus the ones you build.
Every area ships with its own reports, with export and scheduled email delivery. And if one is missing, the report builder makes it without asking IT.
192 reports
How much did each customer buy in the period?
Which products did I sell, and for how much, in the period?
Which customers have owed me for over 90 days, and how much?
Which customer advances are still unapplied, and since when?
Are my sales going up or down month over month?
Who are my best customers by purchase volume?
Which rep sold the most, and who is falling behind?
How much did each branch sell, and which performs best?
At what hours of the day do I sell the most?
How many units of each product went out?
From which warehouse was each product sold, and how much?
How much margin do I give away in discounts, and who grants them?
How much did I collect by card per processor, to reconcile payouts?
How many quotes turn into orders and invoices?
Which customers are loyal, which are at risk, and which have lapsed?
At which funnel stage do I lose the most opportunities?
How long do opportunities stall at each stage?
Which rep closes the most, and which loses the most deals?
How much do I expect to bill, based on each opportunity’s probability?
Which lead source brings me the best deals?
Am I growing on price or volume, on new or returning customers?
Which products perform, which get returned, and what should I do with each?
Which products and branches make margin, and which destroy it?
Does each branch sell the goods I send it, or do they pile up?
How is my billing split by customer, product, month or branch?
What orders do I have by customer, status and delivery date?
How did I sell before migrating to the system, compared with today?
Who are my registered customers and suppliers, and with what details?
How many customers do I have in each category?
In which cities are my customers?
What invoices, payments and balance does this customer have with me?
How much did each register sell today, and does it match collections?
What unusual voids, returns and discounts happened?
Which products sell the most at the register?
How much comes in cash, card and QR?
At what hours do I need more cashiers?
Which tickets or items were voided, at which branch, shift and till, and by whom?
How much did each cashier sell per shift, and with what variances?
How many gift cards were sold and redeemed at the register?
What is my inventory worth today (FIFO, LIFO or weighted average)?
What stock do I have in each warehouse?
Which products are below their minimum?
Which products am I short of, and which are overstocked?
Which products turn fast, and which are sitting idle?
How much should I order of each product so I don’t run out?
What does the warehouse have to pick, and from which location?
Which inventory months are closed, and with what balances?
How long do transfers take from dispatch to arrival?
How much stock do I have in each product category?
What came in and went out of each warehouse in the period?
Where did each product’s balance end up in each warehouse?
How much money is tied up in each warehouse?
Which warehouses have stockouts or out-of-range balances?
How did this product reach its current balance and cost, move by move?
Which movement types drive my inventory the most?
What quantities do I have today per product and warehouse?
How are movements split by warehouse, type and month?
Where is my stock by warehouse, category and product?
What do branches request from the warehouse, and how much is fulfilled?
Where does the count differ from what the system says?
Which transfers arrived short, over, or are still pending?
Does each warehouse balance match the sum of its lots?
How much do I owe each supplier, and what is overdue?
How much did I buy from each supplier?
Which purchase orders are still waiting to be received?
Which suppliers deliver on time and in full?
Where does my purchasing money go?
Which items went up in price, and by how much?
How much do I buy per month, and how is it trending?
How are my purchase invoices split by supplier, product and month?
What do I have on order with each supplier, and in what status?
Which entries were posted in the period?
What movements and balance does each account have?
Do debits and credits balance at period close?
What does my company own and owe, and what is it worth, at a date?
Did I make or lose money in the period, and why?
How much does each cost center spend and generate?
How much money do I have today in each bank and cash box?
Which bank movements are not reconciled yet?
Which transfers between accounts were left incomplete or unbalanced?
Through which methods and channels are customers paying me?
Will my cash cover the payments due in the coming weeks?
How much came in and went out of all my accounts in the period?
Who holds petty cash funds not yet accounted for?
In which cost centers is petty cash spent?
How much tax credit do I recover from petty cash expenses?
What are my assets worth, and how much have they depreciated?
What value do I hold in vehicles, machinery, equipment and other groups?
Which assets are assigned to each department?
Which assets is each person responsible for?
Which invoices did I issue this month, for filing with the tax office?
How much VAT credit do I have from this month’s purchases?
How much did I produce in the period, and what did it cost?
How far did actual cost deviate from standard cost?
Which work centers perform, and which are bottlenecks?
In which products do I lose the most material?
How long does each order really take versus plan?
How much good product comes out per unit of input?
Which orders have been open on the floor too long?
What needs to be produced today, and in which work center?
How much material do I need in total for all open orders?
How are sales of what I manufacture going?
What does labor cost me, and how productive is it?
How much rejection and rework do I have?
How much do machine stoppages slow me down?
How are my raw material prices moving?
Am I making what sells, or piling up stock?
Which products, lines or shifts perform best?
How are my orders split by product, status and month?
How much do I pay in salaries, bonuses and deductions this month?
What did each employee earn, and with what deductions?
Do clock-ins match what will be paid in payroll?
Is the project on time and on budget given its progress?
Where do tasks pile up, and what is blocking progress?
How many hours did each person put into each project?
How much work progress can I bill the client for?
How much work does the team complete per sprint?
Which branches request the most maintenance?
What maintenance jobs are scheduled this week?
Is preventive maintenance being done on time?
Am I firefighting or preventing failures?
How many pending jobs have piled up, and since when?
What status are my work orders in?
How much do I spend on maintenance, labor plus parts?
Which equipment causes the most trouble and costs the most?
How much work does each technician resolve?
Which spare parts do I use most, and on which equipment?
Which inspections were done, and what did they find?
Which preventive plans are active, and when are they due?
How often does equipment fail, and how long does repair take?
What are the most frequent failure modes?
Are requests handled within the committed time?
How is my maintenance doing, at a glance?
What exactly was done on each work order?
How are work orders split by asset, branch, type and month?
Which field services were performed in the period?
How many visits does each technician complete?
Am I meeting the response times committed to each customer?
How many service orders are open, in progress or closed?
What share of cases do I fix without a return visit?
How long does a service take from request to close?
How much material do field services consume?
Which services has this customer equipment received?
Were the preventive visits agreed in contracts carried out?
Which service contracts make money, and which don’t?
Which pending services have been waiting the longest?
How many nonconformities do I close on time, and how effective are my actions?
Which open findings and actions have been open longest or are overdue, and whose are they?
Which clauses, causes and processes account for most nonconformities?
What was audited, with which checklist, what was found and what was concluded?
Are planned audits being started on time?
Which inputs did management review, and what did it decide?
Which risks and opportunities do I have, at what level and with what treatment?
Which suppliers are approved, and how is their score trending?
Through which channel do complaints arrive, and do I answer them on time?
Which documents are current, at which revision, and when are they due for review?
Which measuring equipment is calibrated, and which is coming due?
What is the status of each requirement of the standard, and with what evidence?
Does each process meet the target we set for the period?
How much do rework, scrap and returns cost me, and in which processes?
How are findings, actions, risks, audits and complaints split by process, status and month?
Which promotions need my attention today?
Which promotions actually generated additional sales?
Which promotions drive the most sales?
Which customers take most advantage of promotions?
Does the promotion make customers buy more items?
In which branches do promotions work best?
Is the promotion stealing sales from my other products?
Which promotions run each week, and do they overlap?
How often was each promotion applied, and how much did it discount?
How many points are earned, and how many are redeemed?
How much do I owe customers in unredeemed points?
Do program members come back more than others?
How much extra did the last loyalty campaign sell?
Which rewards are redeemed, and where?
How many gift cards did I sell, how many were redeemed, which expire soon?
What are customers saying about the service?
Which factors weigh most on customer satisfaction?
Which branch or period has the most satisfied customers?
Who are the unhappy customers, and why?
Which strategic KPIs are green, and which are red?
How much have I spent on each strategic initiative?
Which department meets its goals, and which is behind?
How is the strategic plan going, on a single page?
How do objectives connect, and where are we falling short?
Which targets were replanned, when, and why?
Am I within or over this year’s budget?
Which department, cost center or account went over budget?
Which ten budget lines deviate the most?
Can I build my own report as a table, chart or pivot, and share it?
Can I get sales and production in my inbox without logging in?
How many documents are generated in each module, and of what type?
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