Webinar: Maximize Data with Acctivate Standard Reports

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While Acctivate empowers users to create virtually any report, there are 100+ reports & documents that come with the software. In this webinar, get a walk-through of commonly used and helpful standard reports, in addition to basic reporting tips: navigating the report catalog, drilling down from reports, filtering for the right data, and exporting to the desired format.

Acctivate Webinar: Maximize Data with Acctivate Standard Reports
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Webinar Outline

  • Top N Customer Balance (2:02)
  • Comparative Sales by Product by Class by Customer (4:51)
  • Product by Customer (7:40)
    • Detail and Summary reports
  • Top 10 Customers by Margin (10:20)
  • Monthly Demand Summary (11:05)
  • Top N Inventory Value Summary (13:12)
  • Inventory Detail Journal (16:01)
    • Researching specific journal entries and their details
    • Select Export in Preview (18:16)
  • Inventory Ledger (20:09)
    • Select Export to filter on specific Lot Number (21:48)
  • Stock on Hand (22:38)
    • Adding quantity on hand filter to report (22:49)
    • Default Printer Assignments (26:17)
    • Permission Groups and Document Types (26:24)
    • Using new filter on Stock on Hand report to find negative quantities (28:14)
  • Inventory Valuation (30:38)
  • Order Cancellation Report (32:58)
  • Sales Invoice Summary Chart (33:50)
  • Open Orders (35:25)
  • Backorder by Product (37:01)
  • Completed Orders (38:28)
  • Scheduled Orders (39:15)
  • Product by Product Class (39:35)
  • Commission (40:32)
    • Invoiced amount, margin, and profit percent – no commission percents
    • Export report (41:48)
  • Commission on Paid Invoices (43:19)
    • Invoices with a balance of zero
  • Product List by Vendor (43:40)
  • Completed Purchase Order Analysis (44:16)
  • Can you find out the stock on hand for a product as of a specific date? (45:35)
  • How do you create a favorites folder in the Report Catalog? (46:05)
  • Can the font in a report be changed? (46:43)
  • Can you rename a folder in the Report Catalog? (47:15)
  • Are there any shipping reports? (47:55)
  • Can we change the Monthly Demand report to show Description rather than Product ID? (48:40)