The Production Reports Module shows various options to view reports that help businesses identify invoices that are open and allows you to stay on top of your business.  In this module you can generate many reports, such as and Accounts Receivable Aging report, Customer In-Store Credit reports, and much more, related to data inside of CoreBridge. Most reports can be exported or saved in Excel, Word, or PDF formats.

Reports can be viewed by different categories like Summary, Detail and Drilldown.

TABLE OF CONTENTS

Production Reports

• Work In Progress Grouped by Products Status
• Work In Progress Grouped by Order Status
• Work In Progress Grouped by Salesperson
• Products in WIP by Responsibility & Prioritization
• Product Responsibility &  Prioritization by Order Built Date
• Built 
• Part Amount Needed by Created Date 
• Part Amount Needed by Due Date 
• Part Amount Used 
• On Time Orders by Built Date 
• Vendor Part List 
• Part Details 
• Purchase Order Listing by Order

Customer / Receivables Reports

    Work In Progress Grouped by Product Status

• Export: Export generates an Excel friendly version.
• Drilldown: Drilldown allows you to show/hide information as desired down to the part level. 
• Detail: Detail will show each product by status and substatus.
• Summary: Summary will show totals for each product status and substatus. 

    Work In Progress Grouped by Order Status

• Export: Export generates an Excel friendly version.
• Condensed: Condensed is similar to the Detail report but shows less information in order to take up less space.
• Detail: Detail will show all products grouped by order including their status, substatus, due dates, etc..
• Summary: Summary will show all Orders with no Product information.

    Work In Progress Grouped by Salesperson

• Generate: Shows current work in progress by salesperson with order information.              
  

    Products in WIP by Responsibility & Prioritization

• Generate: This report shows products in WIP a report showing the current in-store credit balances and view activity since a selected date or all dates. 
  

    Product Responsibility &  Prioritization by Order Built Date

• Generate: This report shows products in WIP by responsibility and prioritization.

    Built

• Summary: Summary will show totals for each product status and substatus. 
• Detail: Detail will show each product by status and substatus.
• Drilldown: Drilldown allows you to show/hide information as desired down to the part level.               

    Part Amount Needed by Created Date 

• Summary: Summary will display the parts needed and their amounts on orders created within the selected date range.  Preferred vendor and vendor cost will where available. 
• Detail: Detail will allow you to group by part or order.

   Part Amount Needed by Due Date

• Summary: This report will display the parts needed and their amounts on the products due within the selected date range. Preferred vendor and vendor cost will show where available. 
• Detail: Detail will allow you to group by part or order.

    Part Amount Used

• Summary: This report will display the parts used and their amounts on orders built within the selected date range.  
• Detail: Detail will allow you to group by part or order.

    On Time Orders by Built Date

• Summary: This report will display the On-Time Status of every order with a Built Date in the defined range, including additional details such as average days in WIP, average order amount, etc..
• Detail: The detail report will break down the information by individual invoice.

    Vendor Part List 

• Generate: Generates a complete list of all parts in the system along with any assigned vendor information.

    Part Details

• Export: Generates a complete list of parts in the system with their details.
  
  Note: Export has an option to include inactive part.  Designed to export to CSV or Excel.

    Purchase Order Listing by Order

• Export: Generates a Purchase Order detailed information by Order and COGS Accounts.