ACCTivate!
small & midsize business management software
for QuickBooks® users.
Contact Us
(866) 877-1311
Reporting
With over 100 standard reports and documents and the ability to create unlimited custom
reports with Crystal Reports®, ACCTivate! provides businesses the information and tools needed to control today's
demands, adapt for tomorrow's changes and plan for future growth and success.
Information for the entire organization
ACCTivate! provides fully-integrated, real-time access to company-wide information.
> Over 100 standard reports & documents
out of the box
> All reports and documents can be previewed on
screen before printing
> Integrated with the world’s leading reporting software,
Crystal Reports®
> Create customized documents with rich
content & professional design elements
> Organize & manage all reports in the
ACCTivate! Report Catalog
> Easily distribute information in popular
file formats
> Print display grids by simply clicking
with the right mouse button
> Print any screen by clicking on the print
screen button on the toolbar
Access the information you need
With over 70 standard reports & 30 standard documents, ACCTivate! users can easily access information from across the organization on day one.
> Reports are easily accessible within each category module (sales, purchasing, etc.) and are also
housed within the Report Catalog, a system library that contains all reports and documents
> Report filtering: Report data can be filtered to
limit what is presented to achieve a more
customized user view of the information
> Printer assignments define a default printer for each
report
Customize with Crystal Reports®
ACCTivate!'s reporting and document management capabilities were designed around Crystal Reports, the powerful, industry-standard business reporting software. Develop advanced, integrated reports and documents with professional design quality & branding.
> Virtually any report or document that you can
envision can be created with Crystal Reports using
any data housed within ACCTivate!
> Standard reports & documents can be modified
for specific business needs & customized with
branding elements, images, font type, font
size and text color
> Documents, such as purchase orders, sales orders
and invoices can be
customized and branded
> Create and print barcodes for product labeling and/or
bin labeling
Organize with the Report Catalog
The Report Catalog is a
repository of all standard and
custom reports in the system.
Reports are organized in a
visual tree structure, with
folders and sub-folders
organized in logical groupings.
Distribution
ACCTivate! reports & documents can easily be converted and attached to an email, posted on an intranet or used on
the web.
Reports & documents can be exported into any of the following formats:
> Acrobat Format (PDF)
> Crystal Reports (RPT)
> HTML 3.2 and 4.0
> MS Excel 97-2000
> MS Excel 97-2000 (Data only)
> MS Word
> ODBC
> Separated Values (CSV)
> Tab-separated text
> Text
> XML
> Record style (columns no spaces)
> Record style (columns with spaces)
> Report Definition
> Rich Text Format
ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks
Customer engagements
powered by information
ACCTivate! places a wealth of information at users’ fingertips.
With customizable reports, managers can
slice, dice, dissect & consolidate valuable business data to uncover possibilities, implement improvements and develop winning
strategies.
CRM
> Standard reports include Customer by Marketing
Analysis, Marketing Analysis by
Customer, Marketing Analysis Summary, Sales Category by
Customer,
Product by Customer (detail), Product by Customer (summary), Product Class
by Customer, Top 10 Customers by Margin and Top 10 Customer by Sales
Product by Customer (detail), Product by Customer (summary), Product Class
by Customer, Top 10 Customers by Margin and Top 10 Customer by Sales
> Create custom reports using any system data for
analysis of Customer Relationship
Management activities. Examples include online &
offline lead activities, marketing
list usage, activity management, lead conversions to quotes, lead conversions to
sales, existing customer profiling, sales pipeline analysis & forecasting, sales trends,
customer service trend analysis and service level performance measurements
list usage, activity management, lead conversions to quotes, lead conversions to
sales, existing customer profiling, sales pipeline analysis & forecasting, sales trends,
customer service trend analysis and service level performance measurements
Sales order management & order fulfillment
> Standard reports include Booked Orders, Completed
Orders, Open Orders, Open
Orders by Customer, Order Backlog by Product, Order Cancellation,
Invoice Register,
Backorder by Product, Backorders, Overdue Orders, Scheduled Orders, Product
by Product Class, Product by Sales Category, Product Class Summary, Sales
Category Summary, Open Sales Quotes, Sales Quote Forecast, Commission on
Paid Invoices, Commission Report, Product Class by Salesperson, Sales Category
by Salesperson, Customer Aging by Due Date (detail) and Customer Aging by
Due Date (Summary)
Backorder by Product, Backorders, Overdue Orders, Scheduled Orders, Product
by Product Class, Product by Sales Category, Product Class Summary, Sales
Category Summary, Open Sales Quotes, Sales Quote Forecast, Commission on
Paid Invoices, Commission Report, Product Class by Salesperson, Sales Category
by Salesperson, Customer Aging by Due Date (detail) and Customer Aging by
Due Date (Summary)
> Create custom reports using any system data for
analysis of sales activities.
Examples include: gross margin analysis, win-loss analysis,
sales cycle phase
trends, sales opportunity management, comparison of pricing results, margin
analysis, discount effective on close results and sales by channel (online, offline)
trends, sales opportunity management, comparison of pricing results, margin
analysis, discount effective on close results and sales by channel (online, offline)
> Standard documents that can be customized include
Bill of Lading, Credit Memo,
Credit Memo Proof, Invoice, Invoice Preparation Errors, Order,
Order with
Components, Pack List, Pack List with Components, Pick / Pack, Pick / Pack with
Components, Pick Ticket, Pick Ticket with Components, Shipping Labels for
Picked Orders and Quote
Components, Pack List, Pack List with Components, Pick / Pack, Pick / Pack with
Components, Pick Ticket, Pick Ticket with Components, Shipping Labels for
Picked Orders and Quote
Service management
> Standard reports include Service Billing by
Customer, Service Billing by Employee,
Service Billing Proof by Customer and Service Billing
Proof by Employee
> Create custom reports using any system data for
analysis of service business
management. Examples include open service activities, service
activities by
assignment, due date or status - completed, incomplete or overdue, issues &
resolutions, time to complete analysis and service segment profitability
assignment, due date or status - completed, incomplete or overdue, issues &
resolutions, time to complete analysis and service segment profitability
> Standard documents that can be customized include Service Invoice, Service Invoice
(Time and Materials split), Service Order and Service Order (Time and Materials split)
Want to know more about ACCTivate!'s capabilities?
Explore the ACCTivate! CRM features and functions
Explore the ACCTivate! Sales order management features and functions
Explore the ACCTivate! Service management features and functions
Explore the ACCTivate! Order fulfillment – Picking & Shipping features and functions
ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks
Inventory & warehouse management
powered by information
ACCTivate! provides managers the real-time information needed to review, analyze, and predict ongoing and future business needs. ACCTivate!'s large repository of standard inventory and warehousing reports & documents, combined with the capability to create custom reports on virtually any data housed in the system, provides vast visibility into business operations.
> Standard reports include Inventory Variance,
Inventory Adjustments, Inventory
Assembly, Inventory Balance Adjustments, Inventory Balancing
Entries, Inventory
Detail Journal, Inventory Detail Journal By Account, Inventory Issues, Inventory
Ledger, Inventory Receipts, Inventory Summary Journal, Inventory Transfers,
Product Summary by Period, Assembly Component Requirements, Inventory Cost
Layers, Inventory Location Restock, Inventory Lot / Serial Report, Inventory Product
Location List, Inventory Reorder, Inventory Valuation, Primary Location Restocking,
Stock On Hand
Detail Journal, Inventory Detail Journal By Account, Inventory Issues, Inventory
Ledger, Inventory Receipts, Inventory Summary Journal, Inventory Transfers,
Product Summary by Period, Assembly Component Requirements, Inventory Cost
Layers, Inventory Location Restock, Inventory Lot / Serial Report, Inventory Product
Location List, Inventory Reorder, Inventory Valuation, Primary Location Restocking,
Stock On Hand
> Create custom reports using any system data for
analysis of Inventory & warehouse
management activities. Examples include: product
history by any stored attribute,
where-used list, inventory count variance, transaction audit, evaluation,
low stock alerts, reserved stock
where-used list, inventory count variance, transaction audit, evaluation,
low stock alerts, reserved stock
> Standard documents that can be customized include Put
Away List for Inventory
Receipts Form, Bill of Materials, Inventory Products, Product Barcode
Label
by Product (DYMO 30336), Product Label by Product (DYMO 30336),
Inventory Count Sheet, Shipping Labels
by Product (DYMO 30336), Product Label by Product (DYMO 30336),
Inventory Count Sheet, Shipping Labels
Want to know more about ACCTivate!'s capabilities?
Explore the ACCTivate! Inventory management features and functions
Explore the ACCTivate! Warehousing features and functions
ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks
Purchasing management
powered by information
Leverage the power of ACCTivate! with up-to-the-minute reports that provide the valuable information needed to effectively manage purchasing activities. Optimize supplier relationships, monitor inventory levels, handle replenishment forecasting, & manage drop shipments with ACCTivate!'s standard and custom reports capabilities.
> Standard reports include Product List by Vendor,
Open Purchase Orders, Open
Purchase Orders By Issue Date, Open Purchase Orders By Product ID,
Open
Purchase Orders By Supplier, Open Purchase Requests and Open Request for Quote
Purchase Orders By Supplier, Open Purchase Requests and Open Request for Quote
> Create custom reports using any system data for
analysis of Purchasing activities
> Standard documents that can be customized include
Purchase Order, Purchase
Order Cancellation, Purchase Order Proof Copy, Purchase Request,
Purchase
Order Proof Copy Form and Request For Quote
Order Proof Copy Form and Request For Quote
Want to know more about ACCTivate!'s capabilities?
Explore the ACCTivate! Purchasing management features and functions
ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks
Below is an extensive list of the standard ACCTivate! reports listed by category.
In addition to standard reports, unlimited custom reports and documents can be created with Crystal Reports®.
Business activities
Reports
Reports
> Issue Assignments
> Issues by Date
> Open Issues
> Overdue Issues
Documents
> Issue Form
Inventory management
Reports
Reports
> Inventory Variance
> Inventory Adjustments
> Inventory Assembly
> Inventory Balance Adjustments
> Inventory Balancing Entries
> Inventory Detail Journal
> Inventory Detail Journal By Account
> Inventory Issues
> Inventory Ledger
> Inventory Receipts
> Inventory Summary Journal
> Inventory Transfers
> Product Summary by Period
Documents
> Put Away List for Inventory Receipts Form
> Bill of Materials
> Inventory Products
> Product Barcode Label by Product
(DYMO 30336)
> Product Label by Product (DYMO 30336)
Warehousing
Reports
Reports
> Assembly Component Requirements
> Inventory Cost Layers
> Inventory Location Restock
> Inventory Lot / Serial Report
> Inventory Product Location List
> Inventory Reorder
> Inventory Valuation
> Primary Location Restocking
> Stock On Hand
Documents
> Inventory Count Sheet
> Shipping Labels
Purchasing management
Reports
Reports
> Product List by Vendor
> Open Purchase Orders
> Open Purchase Orders By Issue Date
> Open Purchase Orders By Product ID
> Open Purchase Orders By Supplier
> Open Purchase Requests
> Open Request for Quote
Documents
> Purchase Order
> Purchase Order Cancellation
> Purchase Order Proof Copy
> Purchase Request
> Purchase Order Proof Copy Form
> Request For Quote
Customer relationship management
Reports
Reports
> Customer Aging by Due Date (Detail)
> Customer Aging by Due Date (Summary)
> Customer by Marketing Analysis
> Marketing Analysis by Customer
> Marketing Analysis Summary
> Product by Customer (Detail)
> Product by Customer (Summary)
> Product Class by Customer
> Sales Category by Customer
> Top 10 Customers by Margin
> Top 10 Customers by Sales
Documents
> Customer Form
Sales orders, service orders
& order fulfillment
Reports
& order fulfillment
Reports
> Order Cancellation
> Invoice Register
> Backorder by Product
> Backorder
> Booked Orders
> Completed Orders
> Open Orders
> Open Orders by Customer
> Order Backlog By Product
> Overdue Orders Report
> Scheduled Order Report
> Product by Product Class
> Product by Sales Category
> Product Class Summary
> Sales Category Summary
> Open Sales Quotes
> Sales Quote Forecast
> Commission on Paid Invoices
> Commission Report
> Product Class by Salesperson
> Sales Category by Salesperson
> Service Billing by Customer
> Service Billing by Employee
> Service Billing Proof by Customer
> Service Billing Proof by Employee
Documents
> Bill of Lading
> Credit Memo
> Credit memo Proof
> Invoice
> Invoice Preparation Errors
> Order
> Order with Components
> Pack List
> Pack List with Components
> Pick / Pack
> Pick / Pack with Components
> Pick Ticket
> Pick Ticket with Components
> Shipping Labels for Picked Orders
> Quote
> Service Invoice
> Service Invoice (Time and Materials split)
> Service Order
> Service Order (Time and Materials split)
ACCTivate!
Small & midsized business management software fully integrated with
Inventory, Warehousing, Purchasing, CRM & QuickBooks
Inventory
Warehousing
Purchasing
CRM
Sales order management
EDI
Mobile Computing
Picking & shipping
Service management
Reporting . . . . . . . . . . . .
Foundation
Warehousing
Purchasing
CRM
Sales order management
EDI
Mobile Computing
Picking & shipping
Service management
Reporting . . . . . . . . . . . .
Foundation
Download
ACCTivate! results
"For me, the reporting helps me
the most. It allows me to see what's going on as far as 'are we making money or losing money?',
'what customers are we not charging enough?' and the reports give me that information."
Juan Fuenzalida,
VP of Operations
Discovery Distribution
Juan Fuenzalida,
VP of Operations
Discovery Distribution
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