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ACCTivate! tips & tricks
ACCTivate! reports
Reports in ACCTivate! provide fully-integrated, real-time company information. Each report comes with a variety of filters to better meet the needs of the user. Listed below are 33 of the over 100 standard reports in ACCTivate! with a brief description of each.
Inventory Overstock Analysis
Lower inventory investment with the Overstock Analysis Report that uses your ACCTivate! data to provide an estimate of the one time cash increase your business could realize through improvements in your inventory
Lower inventory investment with the Overstock Analysis Report that uses your ACCTivate! data to provide an estimate of the one time cash increase your business could realize through improvements in your inventory
Monthly Demand Summary
Improve inventory service levels and forecasting with ACCTivate!'s Demand Reports, designed to enable buying trend analysis to better predict future buying and production needs
Improve inventory service levels and forecasting with ACCTivate!'s Demand Reports, designed to enable buying trend analysis to better predict future buying and production needs
Inventory Analysis by Product
The Inventory Analysis report, with filtering by a period of time, is your source for instant access to the quantity and value of inventory on hand, quantity sales figures, sales revenue numbers, cost of goods sold, turnover rate, number of shipments made to customers, on time customer deliveries and service levels and vendor service level information
The Inventory Analysis report, with filtering by a period of time, is your source for instant access to the quantity and value of inventory on hand, quantity sales figures, sales revenue numbers, cost of goods sold, turnover rate, number of shipments made to customers, on time customer deliveries and service levels and vendor service level information
Customer List
Displays a list of your customers and other information such as their Salesperson, Phone, Marketing Code, Branch, Customer Type and Price Code
Displays a list of your customers and other information such as their Salesperson, Phone, Marketing Code, Branch, Customer Type and Price Code
Inventory Assembly Work Order
Lists the products used to build an assembly and the process of the transactions
Lists the products used to build an assembly and the process of the transactions
Inventory Reorder Proof and Inventory Reorder Proof by Supplier
Formulate a list of inventory that needs to be reordered and can be grouped by the supplier
Formulate a list of inventory that needs to be reordered and can be grouped by the supplier
Inventory Value Summary Chart
Displays your current inventory value grouped by Product Class, Product Type, Sales Category or Warehouse and works great as a dashboard widget
Displays your current inventory value grouped by Product Class, Product Type, Sales Category or Warehouse and works great as a dashboard widget
Product Information
Organized each product's information from the warehouse stocking levels to the price codes all into one page
Organized each product's information from the warehouse stocking levels to the price codes all into one page
Business Activity Volume Chart
Provides a graph of the Business Activities grouped by Type, Code, Priority, Status or assigned and is great for use as a dashboard widget
Provides a graph of the Business Activities grouped by Type, Code, Priority, Status or assigned and is great for use as a dashboard widget
Business Activity Volume by Period
Graphs the Business Activities by Opened, Due or Closed for the day, week, month, quarter or year and works great as a dashboard widget
Graphs the Business Activities by Opened, Due or Closed for the day, week, month, quarter or year and works great as a dashboard widget
Sales Order Summary Chart
Shows a summary of Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders for the salesperson, product class, state, branch, customer type, marketing code or Status and is great for use as a dashboard widget
Shows a summary of Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders for the salesperson, product class, state, branch, customer type, marketing code or Status and is great for use as a dashboard widget
Sales Invoice Summary By Period
Gives a bar graph of the Sales Invoices for the day, week, month, quarter or year and works great as a dashboard widget
Gives a bar graph of the Sales Invoices for the day, week, month, quarter or year and works great as a dashboard widget
Sales Invoice Summary Chart
Creates a pie chart for the Sales Invoices, Credit Memos, Service Invoices or Sales/Service Invoices by Salesperson, Product Class, State, Branch, Customer Type or Marketing and is great for use as a dashboard widget
Creates a pie chart for the Sales Invoices, Credit Memos, Service Invoices or Sales/Service Invoices by Salesperson, Product Class, State, Branch, Customer Type or Marketing and is great for use as a dashboard widget
Sales Order Summary By Period
Quick view of the Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders for the day, week, month, quarter or year and works great as a dashboard widget
Quick view of the Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders for the day, week, month, quarter or year and works great as a dashboard widget
Lost Business Summary By Period
Summary of canceled Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders in past the day, week, month, quarter or year and is great for use as a dashboard widget
Summary of canceled Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders in past the day, week, month, quarter or year and is great for use as a dashboard widget
Lost Business Summary Chart
Summary of canceled Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders by the reason, salesperson, product class, state, branch, customer type or marketing code and works great as a dashboard widget
Summary of canceled Sales Quotes, Sales Orders, Credit Memos, Service Orders or Sales/Service Orders by the reason, salesperson, product class, state, branch, customer type or marketing code and works great as a dashboard widget
Comparative Sales by Product by Product Class
Provides a prior month/year comparison of sales by the quantity, amount, cost, margin and percent for the each Product and Product Class... (optionally by Customer)
Provides a prior month/year comparison of sales by the quantity, amount, cost, margin and percent for the each Product and Product Class... (optionally by Customer)
Open Special Order Purchase Orders by Issue Date
Allows instant access to a list of open Special Order Purchase Orders and orders them by Issue Date
Allows instant access to a list of open Special Order Purchase Orders and orders them by Issue Date
Shipment Detail
Organizes a list of shipments and their shipping information such as Shipment, Status, Ship Date, Service, Ship To Address and Package ID
Organizes a list of shipments and their shipping information such as Shipment, Status, Ship Date, Service, Ship To Address and Package ID
'Top N' Reports
Top N Reports allow you to specify the number of records to be displayed. For example, "Top 5 Overdue Invoices by Balance" or "Top 10 Customer Balance Summary". The following is a list of the 12 'Top N' reports new to ACCTivate!. The 'Top N' reports work great as dashboard widgets.
Top N Reports allow you to specify the number of records to be displayed. For example, "Top 5 Overdue Invoices by Balance" or "Top 10 Customer Balance Summary". The following is a list of the 12 'Top N' reports new to ACCTivate!. The 'Top N' reports work great as dashboard widgets.
> Top N Overdue Invoices (Detail) by Balance or Due Date
> Top N Customer Balance Summary by Customer, Customer Type, Branch,
Salesperson or State
> Top N Customer Payments (Detail) by Date or Amount
> Top N Inventory Value Summary by Product, Product Class, Type,
Sales Category or Warehouse
> Top N Open Business Activities (Detail) by Due Date
> Top N Sales Invoice Summary by Customer, Customer Type, Product Class,
Product ID, Branch, Salesperson or State
> Top N Sales Quote/Order/Credit Summary by Requested Date
> Top N Sales Quotes/Orders/Credits (Detail) by Total Amount or Requested Date
> Top N Vendor Balance Summary by Vendor, Vendor Type or State
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