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.
- Customer Reports (1:10)
- Top N Customer Balance (2:02)
- Top N Value (2:20)
- 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)
- Top N Customer Balance (2:02)
- Inventory Reports
- Monthly Demand Summary (11:05)
- Top N Inventory Value Summary (13:12)
- Drilling down from report into the details (14:07)
- Product Period Summary from Product Transactions tab (14:55)
- Product Summary by Period from Reports menu (15:37)
- 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 Processing Reports (32:40)
- 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
- Purchasing Reports
- Product List by Vendor (43:40)
- Completed Purchase Order Analysis (44:16)
- Live Questions
- 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)
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