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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.

12 areas 7 schedulable by email Report builder →

192 reports

Sales & CRM
Sales by customer

How much did each customer buy in the period?

CSVPDF✉ schedulable
Sales & CRM
Sales by product

Which products did I sell, and for how much, in the period?

CSVPDF✉ schedulable
Sales & CRM
Accounts receivable aging

Which customers have owed me for over 90 days, and how much?

CSVPDF
Sales & CRM
Customer advances by age

Which customer advances are still unapplied, and since when?

CSVPDF
Sales & CRM
Sales trend

Are my sales going up or down month over month?

CSVPDF
Sales & CRM
Customer ranking

Who are my best customers by purchase volume?

CSVPDF
Sales & CRM
Sales rep ranking

Which rep sold the most, and who is falling behind?

CSVPDF✉ schedulable
Sales & CRM
Sales by branch

How much did each branch sell, and which performs best?

CSVPDF✉ schedulable
Sales & CRM
Sales by hour

At what hours of the day do I sell the most?

CSVPDF
Sales & CRM
Quantity sold by product

How many units of each product went out?

CSVPDF
Sales & CRM
Quantity sold by product and warehouse

From which warehouse was each product sold, and how much?

Pantalla
Sales & CRM
Discount analysis

How much margin do I give away in discounts, and who grants them?

CSVPDF
Sales & CRM
Card sales by processor

How much did I collect by card per processor, to reconcile payouts?

CSV
Sales & CRM
Sales pipeline: quote → order → invoice

How many quotes turn into orders and invoices?

CSV
Sales & CRM
Customer segmentation (RFM)

Which customers are loyal, which are at risk, and which have lapsed?

CSVPDF
Sales & CRM
Conversion funnel

At which funnel stage do I lose the most opportunities?

CSV
Sales & CRM
Time in stage

How long do opportunities stall at each stage?

CSV
Sales & CRM
Won vs. lost by rep

Which rep closes the most, and which loses the most deals?

CSV
Sales & CRM
Weighted forecast

How much do I expect to bill, based on each opportunity’s probability?

CSV
Sales & CRM
Analysis by source

Which lead source brings me the best deals?

CSV
Sales & CRM
Historical sales analysis

Am I growing on price or volume, on new or returning customers?

CSV
Sales & CRM
Product intelligence

Which products perform, which get returned, and what should I do with each?

CSVXLSX
Sales & CRM
Executive profitability report

Which products and branches make margin, and which destroy it?

PantallaGráfico
Sales & CRM
Post-dispatch turnover by branch

Does each branch sell the goods I send it, or do they pile up?

CSV
Sales & CRM
Invoice pivot analysis

How is my billing split by customer, product, month or branch?

PivotCSVPDFXLSX
Sales & CRM
Order pivot analysis

What orders do I have by customer, status and delivery date?

PivotCSVPDFXLSX
Sales & CRM
Historical invoice pivot

How did I sell before migrating to the system, compared with today?

PivotCSVPDFXLSX
Sales & CRM
Third parties: general list

Who are my registered customers and suppliers, and with what details?

CSVXLSX
Sales & CRM
Third parties by category

How many customers do I have in each category?

CSVXLSX
Sales & CRM
Third parties by city

In which cities are my customers?

CSVXLSX
Sales & CRM
Third-party account statement

What invoices, payments and balance does this customer have with me?

CSVXLSX
Point of sale
Daily summary

How much did each register sell today, and does it match collections?

CSVPDF
Point of sale
Exceptions

What unusual voids, returns and discounts happened?

CSVPDF
Point of sale
Top products

Which products sell the most at the register?

CSVPDF
Point of sale
Payment methods

How much comes in cash, card and QR?

CSVPDF
Point of sale
Sales by hour

At what hours do I need more cashiers?

CSVPDF
Point of sale
Voided kitchen tickets

Which tickets or items were voided, at which branch, shift and till, and by whom?

PantallaCSV
Point of sale
Cashiers

How much did each cashier sell per shift, and with what variances?

CSVPDF
Point of sale
Gift cards at the register

How many gift cards were sold and redeemed at the register?

CSVPDF
Inventory & warehouses
Valued physical inventory

What is my inventory worth today (FIFO, LIFO or weighted average)?

CSVPDF
Inventory & warehouses
Balance by warehouse

What stock do I have in each warehouse?

CSVPDF
Inventory & warehouses
Minimum balances

Which products are below their minimum?

CSVPDF
Inventory & warehouses
Maximum and minimum balances

Which products am I short of, and which are overstocked?

CSVPDF
Inventory & warehouses
Inventory turnover

Which products turn fast, and which are sitting idle?

CSVPDF
Inventory & warehouses
Replenishment

How much should I order of each product so I don’t run out?

CSVPDF
Inventory & warehouses
Picking list

What does the warehouse have to pick, and from which location?

CSVPDF
Inventory & warehouses
Closed periods

Which inventory months are closed, and with what balances?

CSVPDF
Inventory & warehouses
Transfer processing time

How long do transfers take from dispatch to arrival?

CSVPDF
Inventory & warehouses
Balances by category

How much stock do I have in each product category?

CSVPDF
Inventory & warehouses
Multi-warehouse: movements

What came in and went out of each warehouse in the period?

XLSXPDF
Inventory & warehouses
Multi-warehouse: summary by warehouse and product

Where did each product’s balance end up in each warehouse?

XLSXPDF
Inventory & warehouses
Multi-warehouse: valuation

How much money is tied up in each warehouse?

XLSXPDF
Inventory & warehouses
Multi-warehouse: alerts

Which warehouses have stockouts or out-of-range balances?

XLSXPDF
Inventory & warehouses
Valued physical kardex

How did this product reach its current balance and cost, move by move?

CSVPDFXLSXGráfico
Inventory & warehouses
Movement analysis

Which movement types drive my inventory the most?

CSVPDF
Inventory & warehouses
Physical inventory

What quantities do I have today per product and warehouse?

CSVPDFXLSX
Inventory & warehouses
Movement pivot analysis

How are movements split by warehouse, type and month?

PivotCSVPDFXLSX
Inventory & warehouses
Balance pivot analysis

Where is my stock by warehouse, category and product?

PivotCSVPDFXLSX
Inventory & warehouses
Request pivot analysis

What do branches request from the warehouse, and how much is fulfilled?

PivotCSVPDFXLSX
Inventory & warehouses
Blind count discrepancies

Where does the count differ from what the system says?

Pantalla
Inventory & warehouses
Transfer exceptions

Which transfers arrived short, over, or are still pending?

CSVPDF
Inventory & warehouses
Warehouse vs. lot balance reconciliation

Does each warehouse balance match the sum of its lots?

Pantalla
Purchasing & imports
Accounts payable aging

How much do I owe each supplier, and what is overdue?

CSVPDF
Purchasing & imports
Purchases by supplier

How much did I buy from each supplier?

CSVPDF
Purchasing & imports
Purchase order status

Which purchase orders are still waiting to be received?

CSVPDF
Purchasing & imports
Supplier performance

Which suppliers deliver on time and in full?

CSVPDF
Purchasing & imports
Spend analysis

Where does my purchasing money go?

CSVPDF
Purchasing & imports
Price variance

Which items went up in price, and by how much?

CSVPDF
Purchasing & imports
Purchasing statistics

How much do I buy per month, and how is it trending?

CSVPDF
Purchasing & imports
Purchase invoice pivot

How are my purchase invoices split by supplier, product and month?

PivotCSVPDFXLSX
Purchasing & imports
Purchase order pivot

What do I have on order with each supplier, and in what status?

PivotCSVPDFXLSX
Accounting & finance
General journal

Which entries were posted in the period?

CSV
Accounting & finance
General ledger

What movements and balance does each account have?

CSV
Accounting & finance
Trial balance

Do debits and credits balance at period close?

CSV
Accounting & finance
Balance sheet

What does my company own and owe, and what is it worth, at a date?

Pantalla
Accounting & finance
Income statement

Did I make or lose money in the period, and why?

Pantalla
Accounting & finance
Trial balance and ledger by cost center

How much does each cost center spend and generate?

Pantalla
Accounting & finance
Daily bank position

How much money do I have today in each bank and cash box?

CSVPDF
Accounting & finance
Pending bank reconciliation

Which bank movements are not reconciled yet?

CSVPDF
Accounting & finance
Bank transfer exceptions

Which transfers between accounts were left incomplete or unbalanced?

CSVPDF
Accounting & finance
Collections mix by payment method and channel

Through which methods and channels are customers paying me?

CSVPDF
Accounting & finance
Cash projection

Will my cash cover the payments due in the coming weeks?

CSVPDF
Accounting & finance
Consolidated cash flow

How much came in and went out of all my accounts in the period?

CSVPDF
Accounting & finance
Petty cash: outstanding by person

Who holds petty cash funds not yet accounted for?

Pantalla
Accounting & finance
Petty cash by cost center

In which cost centers is petty cash spent?

Pantalla
Accounting & finance
Petty cash: tax credit

How much tax credit do I recover from petty cash expenses?

Pantalla
Accounting & finance
Fixed assets: summary

What are my assets worth, and how much have they depreciated?

CSV
Accounting & finance
Fixed assets by group

What value do I hold in vehicles, machinery, equipment and other groups?

CSV
Accounting & finance
Fixed assets by department

Which assets are assigned to each department?

CSV
Accounting & finance
Fixed assets by custodian

Which assets is each person responsible for?

CSV
Tax & SIAT
Sales ledger (RCV)

Which invoices did I issue this month, for filing with the tax office?

XLSX
Tax & SIAT
VAT purchase ledger

How much VAT credit do I have from this month’s purchases?

XLSX
Manufacturing
Production summary

How much did I produce in the period, and what did it cost?

CSVPDF✉ schedulable
Manufacturing
Cost variance

How far did actual cost deviate from standard cost?

CSVPDF
Manufacturing
Work center efficiency

Which work centers perform, and which are bottlenecks?

CSVPDF
Manufacturing
Scrap by product

In which products do I lose the most material?

CSVPDF
Manufacturing
Production times

How long does each order really take versus plan?

CSVPDF
Manufacturing
Yield

How much good product comes out per unit of input?

CSVPDF
Manufacturing
WIP inventory by age

Which orders have been open on the floor too long?

CSVPDF
Manufacturing
Daily plan

What needs to be produced today, and in which work center?

CSVPDF
Manufacturing
Consolidation

How much material do I need in total for all open orders?

CSVPDF
Manufacturing
Production executive: sales

How are sales of what I manufacture going?

CSVPDF
Manufacturing
Production executive: labor

What does labor cost me, and how productive is it?

CSVPDF
Manufacturing
Production executive: quality

How much rejection and rework do I have?

CSVPDF
Manufacturing
Production executive: maintenance

How much do machine stoppages slow me down?

CSVPDF
Manufacturing
Production executive: raw material prices

How are my raw material prices moving?

CSVPDF
Manufacturing
Production executive: production vs. sales

Am I making what sells, or piling up stock?

CSVPDF
Manufacturing
Production executive: ranking

Which products, lines or shifts perform best?

CSVPDF
Manufacturing
Production order pivot

How are my orders split by product, status and month?

PivotCSVPDFXLSX
HR, payroll & attendance
Payroll report

How much do I pay in salaries, bonuses and deductions this month?

Pantalla
HR, payroll & attendance
Payslips

What did each employee earn, and with what deductions?

Pantalla
HR, payroll & attendance
Attendance reconciliation

Do clock-ins match what will be paid in payroll?

Pantalla
Projects, maintenance & field
Earned value (EVM)

Is the project on time and on budget given its progress?

Pantalla
Projects, maintenance & field
Project flow

Where do tasks pile up, and what is blocking progress?

Pantalla
Projects, maintenance & field
Hours

How many hours did each person put into each project?

Pantalla
Projects, maintenance & field
Progress billings

How much work progress can I bill the client for?

Pantalla
Projects, maintenance & field
Velocity

How much work does the team complete per sprint?

Pantalla
Projects, maintenance & field
Requests by branch

Which branches request the most maintenance?

CSVPDFXLSX
Projects, maintenance & field
Weekly schedule

What maintenance jobs are scheduled this week?

CSVPDFXLSX
Projects, maintenance & field
PM compliance

Is preventive maintenance being done on time?

CSVPDFXLSX
Projects, maintenance & field
Corrective vs. preventive

Am I firefighting or preventing failures?

CSVPDFXLSX
Projects, maintenance & field
Backlog

How many pending jobs have piled up, and since when?

CSVPDFXLSX
Projects, maintenance & field
Work order status

What status are my work orders in?

CSVPDFXLSX
Projects, maintenance & field
Maintenance costs

How much do I spend on maintenance, labor plus parts?

CSVPDFXLSX
Projects, maintenance & field
Top assets

Which equipment causes the most trouble and costs the most?

CSVPDFXLSX
Projects, maintenance & field
Technicians

How much work does each technician resolve?

CSVPDFXLSX
Projects, maintenance & field
Spare parts

Which spare parts do I use most, and on which equipment?

CSVPDFXLSX
Projects, maintenance & field
Inspections

Which inspections were done, and what did they find?

CSVPDFXLSX
Projects, maintenance & field
Maintenance plans

Which preventive plans are active, and when are they due?

CSVPDFXLSX
Projects, maintenance & field
Reliability

How often does equipment fail, and how long does repair take?

CSVPDFXLSX
Projects, maintenance & field
Failure analysis

What are the most frequent failure modes?

CSVPDFXLSX
Projects, maintenance & field
Maintenance SLA

Are requests handled within the committed time?

CSVPDFXLSX
Projects, maintenance & field
Maintenance summary

How is my maintenance doing, at a glance?

CSVPDFXLSX
Projects, maintenance & field
Maintenance detail

What exactly was done on each work order?

CSVPDFXLSX
Projects, maintenance & field
Work order pivot

How are work orders split by asset, branch, type and month?

PivotCSVPDFXLSX
Projects, maintenance & field
Service orders

Which field services were performed in the period?

CSVPDF
Projects, maintenance & field
Technician productivity

How many visits does each technician complete?

CSVPDF
Projects, maintenance & field
SLA by customer

Am I meeting the response times committed to each customer?

CSVPDF
Projects, maintenance & field
Orders by status

How many service orders are open, in progress or closed?

CSVPDF
Projects, maintenance & field
First-time fix

What share of cases do I fix without a return visit?

CSVPDF
Projects, maintenance & field
Cycle time

How long does a service take from request to close?

CSVPDF
Projects, maintenance & field
Materials cost

How much material do field services consume?

CSVPDF
Projects, maintenance & field
Asset history

Which services has this customer equipment received?

CSVPDF
Projects, maintenance & field
Preventive compliance

Were the preventive visits agreed in contracts carried out?

CSVPDF
Projects, maintenance & field
Contract profitability

Which service contracts make money, and which don’t?

CSVPDF
Projects, maintenance & field
Backlog aging

Which pending services have been waiting the longest?

CSVPDF
Projects, maintenance & field
Management system indicators

How many nonconformities do I close on time, and how effective are my actions?

Pantalla
Projects, maintenance & field
Findings and actions aging

Which open findings and actions have been open longest or are overdue, and whose are they?

Pantalla
Projects, maintenance & field
Nonconformity Pareto

Which clauses, causes and processes account for most nonconformities?

Pantalla
Projects, maintenance & field
Internal audit report

What was audited, with which checklist, what was found and what was concluded?

CSVPDF
Projects, maintenance & field
Audit programme

Are planned audits being started on time?

Pantalla
Projects, maintenance & field
Management review minutes

Which inputs did management review, and what did it decide?

CSVPDF
Projects, maintenance & field
Risk and opportunity matrix

Which risks and opportunities do I have, at what level and with what treatment?

CSVPDF
Projects, maintenance & field
Supplier evaluation

Which suppliers are approved, and how is their score trending?

Pantalla
Projects, maintenance & field
Complaints and satisfaction

Through which channel do complaints arrive, and do I answer them on time?

Pantalla
Projects, maintenance & field
Document master list

Which documents are current, at which revision, and when are they due for review?

CSVPDF
Projects, maintenance & field
Calibration programme

Which measuring equipment is calibrated, and which is coming due?

CSVPDF
Projects, maintenance & field
Requirement matrix

What is the status of each requirement of the standard, and with what evidence?

CSVPDF
Projects, maintenance & field
Process indicators with targets

Does each process meet the target we set for the period?

Pantalla
Projects, maintenance & field
Cost of poor quality

How much do rework, scrap and returns cost me, and in which processes?

Pantalla
Projects, maintenance & field
Management system pivot

How are findings, actions, risks, audits and complaints split by process, status and month?

PivotCSVPDF
Promotions, loyalty & CSAT
Promotions: alerts

Which promotions need my attention today?

Pantalla
Promotions, loyalty & CSAT
Promotion effectiveness

Which promotions actually generated additional sales?

Pantalla
Promotions, loyalty & CSAT
Top promotions

Which promotions drive the most sales?

Pantalla
Promotions, loyalty & CSAT
Promotions by customer

Which customers take most advantage of promotions?

Pantalla
Promotions, loyalty & CSAT
Shopping basket

Does the promotion make customers buy more items?

Pantalla
Promotions, loyalty & CSAT
Promotions by branch

In which branches do promotions work best?

Pantalla
Promotions, loyalty & CSAT
Cannibalization

Is the promotion stealing sales from my other products?

Pantalla
Promotions, loyalty & CSAT
Promotion calendar

Which promotions run each week, and do they overlap?

Pantalla
Promotions, loyalty & CSAT
Promotion usage

How often was each promotion applied, and how much did it discount?

Pantalla
Promotions, loyalty & CSAT
Points earned and redeemed

How many points are earned, and how many are redeemed?

CSVPDF
Promotions, loyalty & CSAT
Points liability

How much do I owe customers in unredeemed points?

CSVPDF
Promotions, loyalty & CSAT
Loyalty cohorts

Do program members come back more than others?

CSVPDF
Promotions, loyalty & CSAT
Campaign impact

How much extra did the last loyalty campaign sell?

CSVPDF
Promotions, loyalty & CSAT
Redemptions

Which rewards are redeemed, and where?

CSVPDF
Promotions, loyalty & CSAT
Gift cards

How many gift cards did I sell, how many were redeemed, which expire soon?

Pantalla
Promotions, loyalty & CSAT
Satisfaction: comments

What are customers saying about the service?

Pantalla
Promotions, loyalty & CSAT
Satisfaction: drivers

Which factors weigh most on customer satisfaction?

Pantalla
Promotions, loyalty & CSAT
Satisfaction: comparison

Which branch or period has the most satisfied customers?

Pantalla
Promotions, loyalty & CSAT
Detractors

Who are the unhappy customers, and why?

Pantalla
Strategy & budget
KPI performance

Which strategic KPIs are green, and which are red?

CSVXLSX
Strategy & budget
Initiative budget

How much have I spent on each strategic initiative?

CSVXLSX
Strategy & budget
Compliance by area

Which department meets its goals, and which is behind?

CSVXLSX
Strategy & budget
Strategic executive summary

How is the strategic plan going, on a single page?

CSVXLSX
Strategy & budget
Strategy map

How do objectives connect, and where are we falling short?

CSVXLSX
Strategy & budget
Replans

Which targets were replanned, when, and why?

CSVXLSX
Strategy & budget
Budget: summary

Am I within or over this year’s budget?

CSVPDFXLSX
Strategy & budget
Budget by dimension

Which department, cost center or account went over budget?

CSVPDFXLSX
Strategy & budget
Top 10 variances

Which ten budget lines deviate the most?

CSVPDFXLSX
Report builder & scheduled delivery
Report builder

Can I build my own report as a table, chart or pivot, and share it?

PantallaGráficoPivotCSV✉ schedulable
Report builder & scheduled delivery
Scheduled email reports

Can I get sales and production in my inbox without logging in?

PDFCSV✉ schedulable
Report builder & scheduled delivery
Documents by module and type

How many documents are generated in each module, and of what type?

Pantalla

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