The Reports Module lets you generate real-time reports key to managing your business. Many reports include filters that can be used to further refine the results displayed.
Reports can be saved, printed, downloaded or exported for ease of use. Some reports have export specific versions that are designed to be Excel friendly.
Access to the Reporting Module is permission based. This means a Sales employee can access the Sales Reports area, while not allowing them access to Management level reports.
Employees with access to this module typically consist of a Management team, including Sales Manager and Production Manager.
Table of Contents
Key areas of the Module
a. Company / Financial: Management level reports, including Sales Tax liability, and Employee time clock reports. For more information, please see Overview of the Company Financial Reports Module.
b. Customers / Receivables: Customer related reports including Accounts Receivable Aging and a customer contact list. For more information, please see Overview of Customer Receivables Report Module.
c. Sales: Sales based Reports based on various categories including Sales by Customer, and Sales by Customer origination. For more information on Sales Reports, please see Overview of the Sales Report Module.
d. Production: Reports related to production activities, including Work In Progress reports, reports related to ordering material, and vendor part list. For more information on Production Reports, please see Overview of Production Reports.
e. Franchise: Royalty related reports. This area is only available if you are part of a Franchise.
Setting Reporting Module Permissions
Access to the Reporting module is controlled by permissions, ensuring employees see only the information relevant to them. For example, a Sales employee can access the Sales Reports area, but not the Management level reports.
To set permissions:
1. Navigate to Management.
2. Click Users.
3. Under User Search, select the correct User.
4. Click on the Access Rights tab.
5. Check the desired permissions.
6. Click Save All User Settings.
Related Articles
Exporting Data from the Reports Module
Overview of the Sales Report Module