Application Wide > Grid reports: Preset Grid Reports |
Top Previous Next |
List of Pre-set Grid Reports and Standard Reports Available.
Some of the reports you can get from the different Lookup and Detail forms.
For a list of some of the preset grid and standard reports go to Company > Reports & Options.
1.0 General Ledger Detail.
You can select a general ledger account and a year to view information about the account.
SI+ provides an audit trail record so that you can trace a transaction from any point within the system back to the location where it was originally entered. After you've entered a transaction, you can trace it from its originating point in SI+ to the actual source document.
1.0 Trial Balance
2.0 Income statement
3.0 Summaries and Charts
4.0 Tax Reports
5.0 Audit trial
Customer Reports
In the Customer Lookup there is more than 20 fields to choose from, such as Active Clients, Suspended, Cash, Last Visited etc.
More than 30 fields to select from.
Accounts opened today.
Accounts opened this week.
Accounts opened this month.
Loyalty cards that expire this month.
Customers with loyalty points.
Customers who bought something this month.
Customers who did not buy anything this month.
Customers who did not buy anything this year.
Interest charged this month.
All debit orders for this month.
Customer Enquiries - All partly paid invoices.
Customer age analysis.
Displays your items , units on hand, on sales order, on purchase order suppliers, current selling price and much more.
1.0 Show all stock items where stock on hand is negative.
2.0 All stock levels and availability | SOH | Available | Reserved | Prices | ETA
.
All reports can be changed to suite your needs. More than 20 fields to choose from.
Where the selling price differs from price 10, the normal selling price.
All items that was sold below cost.
Turnover, Profit, Markup % per Stock Group
Turnover, Profit, Markup % and Ave Mu % per Employee
Turnover, Profit, Markup % and Ave Mu % per Date
Sales per Salesperson (Rep.) per Stock Group
Markup per Salesperson
Markup per Stock Group
Markup per Customer Group
Markup per item.
Items sold.
Show only labour or service items.
Debits and credits per module, e.g. No. of invoices, No. of Credit Notes etc plus values
Items Sold.
Items Bought.
All stock adjustments made today (this week, this month etc.)
All purchases.
All purchases with VAT.
All purchases without VAT.
Purchases per supplier.
Displays your items, supplier, units on hand, value of items and current selling price.
Get among others, data on dates and stock ages, such as Date Last Sold, Date Last Bought, Stock Values , Days since last sold etc. – more than 40 fields to select from.
Items that did not sell in the last 60 days. Slow movers.
Inventory valuation.
Inventory value per stock group and number of items on hand.
