Collection: Search: Version: 7.0.5993.1
Presentation: With Samples Only:
Click a report name for sample.
CollectionNameDescription
A/RShows all activity for the selected customer's account for the date range specified.
A/RView aged balances per account of all posted items, as of the specified date, filtered and grouped ...
A/RShows a summary of statements and payments for the selected customer's account for the date range s...
A/RView A/R Adjustments by Store then by Billing Group for specified date range.
A/RShows all adjustments to customer accounts, grouped by reason.
A/RShows checks taken on account during the specified date range.
A/RView customers with credit limits
A/RView A/R customers by Store
A/RView A/R customers marked inactive by store
A/RDisplays all active A/R customers by statement destination (Print/Email .doc/.pdf/.htm). Grouped by...
A/RShows all customers that have an account and a credit card on file, grouped by precedence.
A/RShows all A/R customers who are not assigned to a billing group, sorted and grouped by store.
A/RShows all customers that have an account and do not have a credit card on file, grouped by preceden...
A/RShows starting A/R balances + charges - credits for each day of the specified month.
A/RView customers with a disabled A/R account
A/RView A/R invoices due
A/RView A/R invoices paid
A/RView invoices posted
A/RShows invoices and adjustments posted to customer accounts for the selected stores and date range, ...
A/RShows all manual A/R adjustments for the selected store(s) and dates. Manual adjustments are not l...
A/RLists all A/R sub accounts for each A/R master account
A/RView detail of open invoices, adjustments, and credits per account, as of the specified date, and f...
A/RShows balances over 120 days due for the master accounts of the selected store(s).
A/RShows balances over 30 days due for the master accounts of the selected store(s).
A/RShows balances over 60-90 days due for the master accounts of the selected store(s).
A/RShows balances between 91 and 120 days overdue for the master accounts of the selected store(s).
A/RView aged balances per account of all billed items, as of the specified date, filtered and grouped ...
A/RShows payments taken on account during the specified date range.
A/RShows payments taken on account during the specified date range.
A/RLists A/R transactions (Invoice, Amount, etc) posted by store and date range.
A/RShows balances over 120 days due for the master accounts of the selected store(s).
A/RShows balances over 30 days due for the master accounts of the selected store(s).
A/RShows balances over 90 days due for the master accounts of the selected store(s).
A/RShows balances over 90 days due for the master accounts of the selected store(s).
A/RView total amounts due per account
A/RList of ACH customers by store.
A/RLists all ACH Payments to A/R for the selected date range.
AdjustmentsShow coupons applied to orders. "Pickup?" column indicates a coupon added within 15 minutes of the...
AdjustmentsShow coupons applied to orders. "Pickup?" column indicates a coupon added within 15 minutes of the...
AdjustmentsDisplays all orders with cash pickups and coupons applied within 15 minutes of the order having bee...
AdjustmentsShows coupons applied to orders, grouped by coupon description and customer visit. Total pieces an...
AdjustmentsDisplays all coupons awarded from Customer Rewards.
AdjustmentsRenders a coupon summary report (containing totals for all coupons, but no detail).
AdjustmentsRenders a coupon summary report (containing totals for all coupons, but no detail).
AdjustmentsShows discount totals for the selected stores and date range, grouped by discount group.
AdjustmentsShows a list of all discounted or couponed invoices for the specified customer and date range.
AdjustmentsShows a sum of coupon and discount amounts by department group for the selected stores and date ran...
AdjustmentsDiscounts listed by customer name
AdjustmentsDiscounts listed by customer name
AdjustmentsDiscounts listed by date range
AdjustmentsDiscounts listed by type or description
AdjustmentsDiscounts listed by user
AdjustmentsDisplays all imported coupons that were redeemed in the given date range. Grouped by store and coup...
AdjustmentsItem Adjustments by customer name and date range
AdjustmentsItem Adjustments by date range
AdjustmentsItem Adjustments by description and date range
AdjustmentsItem Adjustments by user and date range
AdjustmentsOrder Adjustments listed by customer name
AdjustmentsOrder Adjustments by date range
AdjustmentsOrder Adjustments listed by type or description
AdjustmentsOrder Adjustments listed by user
AdjustmentsShows all orders with priced modifiers that were marked in during the specified date range.
AdjustmentsVoided items
AdjustmentsShows all voided items during the selected date range for the selected customer.
AdjustmentsVoided orders
AdjustmentsShows all voided orders for the selected customer during the selected date range.
AlterationsShows alterations added to orders for the specified date range.
AlterationsFor the selected stores, shows alterations belonging to orders picked up during the specified date ...
AlterationsFor the selected stores, shows alterations belonging to orders racked during the specified date ran...
Cash CreditView cash credits issued and used for a given date range.
Cash CreditList customers with available cash credits
Cash CreditList cash credits awarded for a date range, grouped by reason.
Cash CreditFrequent Buyer awards to Cash credits, listed by date and customer.
Cash CreditShows automatic cash credits awarded within the given date range because a customer reached the rew...
Cash CreditList cash credits used by date range
ConveyorLists orders assembled by date range and conveyor, lists in order of the time of the assembly event.
ConveyorLists orders that are at least partially currently loaded on the selected conveyor, promised by the...
Conveyor 
ConveyorLists orders that are at least partially currently loaded on more than one conveyor, promised by th...
ConveyorList all orders picked up by date range and store, through the store's kiosk.
ConveyorDropoffs created at a kiosk that are not yet detailed.
Credit CardDisplays each card on file for each customer. Results include enabled customers only.
Credit CardView customers with credit card information on file
Credit CardList customers with a disabled CC on file (CCOF).
Credit CardView customers with expired credit cards as of a given month and year.
Credit CardView credit card adjustment history by date range.
Credit CardShows all transactions between a date range sent to the credit card processor that do not have a co...
Credit CardDisplay a list of credit card log entries for selected store and date range.
Credit CardExport CC Tokens
Credit CardView credit card transaction history by date range.
Credit CardLists by date range (grouped by store) all credit card transactions declined then closed in the Pay...
Credit CardLists by store all credit card amounts totaled by credit card type.
Credit CardShows declined credit card transactions for the specified date range. This will not include decline...
Credit CardShows declined credit card transactions of account customers on routes for the specified date range.
Credit CardLists all payments in the pending CC batch grouped by store.
CustomerView all customers in "Enabled" status for the selected stores.
CustomerView all customers for the selected stores that are in "Enabled" status and have at least one order.
CustomerSingle letter designed to be used with Customer CRM tab only
CustomerShow Autodial CRM Entries within the selected date range. Grouped by call type, then by route if cu...
CustomerView customers who have callbacks scheduled in the CRM.
CustomerDisplays donation amounts to charities for the stores and date range specified. These include sold...
CustomerShows all counter (non-route) customers
CustomerPrints mailing labels for all counter (non-route) customers for the specified stores.
CustomerView CRM event entries by event type. The report will prompt for store(s) and date range.
CustomerShows customers who have a birthday in the specified date range for the selected stores.
CustomerShows the date and visit amount of the first five visits for customers whose signup date is within ...
CustomerShows the date and visit amount of the first 16 visits for customers whose signup date is within th...
CustomerShows the date and visit amount of the first five pickup visits (i.e., payments taken) for customer...
CustomerShows the date and visit amount of the first five visits for customers whose signup date is within ...
CustomerShows the date and visit amount of the first five visits for customers whose signup date is within ...
CustomerShows a brief summary of sold invoices for the selected customer detailed during the specified date...
CustomerPresents customers who fall within a number of filtering mechanisms. This report is intended to be ...
CustomerLists customers who have referred other customers through the Customer Referral feature. Store sele...
CustomerShows all customer rewards coupons awarded for the specified stores and dates.
CustomerShows customers with visits in the selected stores during the selected date range. Last 5 visit da...
CustomerDisplays all customers and the group they are assigned to.
CustomerShows all customers that have the selected referral source who signed up in the given date range.
CustomerShows all customers that have the selected status. If the status chosen is "Sign-up" then a date r...
CustomerList of customers grouped by account type with active status and store number
CustomerView customers in "Disabled" status for the selected stores.
CustomerView customers in "Disabled" status for the selected stores. Also shows last modified date with the...
CustomerDisplays all customers assigned to a charity program.
CustomerShows all customers with custom fields and the values for those fields.
CustomerCustomers with a custom tax authority. This includes tax-exempt customers.
CustomerShows all customers that have a custom tax entity set.
CustomerShows all customers that have memos attached to their record.
CustomerDisplays all customers with multiple addresses.
CustomerDisplays all customers with multiple phone numbers. The primary phone is listed in the grouping sec...
CustomerAll active cutstomers with a rating established. The report is grouped by store and sorted by "Rat...
CustomerShows customers assigned to selected rewards program(s) in selected store(s). An optional points b...
CustomerShows the total pieces, price, and percentage breakdown by department of invoices detailed for each...
CustomerShows all customers with discount groups that expire in the given date range. Grouped by Store and...
CustomerList customers grouped by store and discount group.
CustomerList customers with expired drivers license entries.
CustomerDuplicate customer names in data base (includes all stores) with the count of duplicates.
CustomerAll "Active" customers that do not have an email address. Sorted by store Name and then by Route na...
CustomerCustomers with Duplicate emails
CustomerList of all customers with an invalid email address. This includes all customer with out "@" or "....
CustomerShows customers for the selected stores who had email addresses added, updated, or removed during t...
CustomerShows all customers with an email address by store. The 'Marketing' column will be N if the custome...
CustomerLists all customers with a valid email address.
CustomerAll customers with an email address and email reminders "Special/Promotions" set to always. Inclu...
CustomerA list of all invalid emails that have been removed between the specified date ranges for the selec...
CustomerList Frequent Buyer customers.
CustomerShows adjustments to Frequent Buyer points for the selected stores and date range.
CustomerLists Customers disabled for heat seal printing.
CustomerLists Customers enabled for heat seal printing.
CustomerDisplays all heat seals assigned to the selected customer.
CustomerDisplays all heat seals ever scanned for the selected customer that have been assigned to multiple ...
CustomerDisplay list of customers without a visit as of a given date.
CustomerList inactive Customers by Date based on signup sales, includes only those customers with no sales
CustomerLists all locker customers with Locker PINs.
CustomerInactive Customers Report, based on absence after a specified level of business
CustomerReport of customers that have no activity since achieving a specified level of sales.
CustomerDisplays customers who have had sales in the specified departments during the selected date range a...
CustomerList Gold Customers as noted in the Marketing Summary report.
CustomerList of customers Lost as noted in the Marketing Summary report
CustomerList of New Customers as noted in the Marketing Summary report.
CustomerPrints a "Marketing Summary" report for the local store. NOTE: New customers are only counted as...
CustomerLists all customers last modified during a specified date range.
CustomerNew customers that have had a pick up in the selected date range.
CustomerVerify new customers in a date range have the proper information
CustomerNew customers that have had a pick up.
CustomerView new customers within a given date range. Customers will be included in the report even if they...
CustomerList new customers (by signup date, by route)
CustomerLists customers whose activity within the selected marketing category falls outside their normal vi...
CustomerLists customers whose activity within the selected date range falls outside their normal visit patt...
CustomerReport shows no customer detail just the number of customers assigned to a specific price table.
CustomerDisplay Customers grouped by Price Table sorted by name or with the number of customers by price ta...
CustomerCustomers with email address and Email with Coupons and Promotions reminder enabled.
CustomerIntended for Excel output only, shows by date range a list of customers with visit counts and sales...
CustomerDisplays all SMS replies from customers within 16 hours of an SMS having been sent. This report is ...
CustomerShows all active customers with a cell phone who have not opted into SMS notifications. Customers w...
CustomerThank you letter to be run with customer CRM entry only
CustomerThis will get the top 100 customers for the selected stores and will display customer and sales inf...
CustomerTop 20% Customers by sales volume over a period of time.
CustomerCreates mailing labels for the customers that are the top 20% in sales for the specified date range.
CustomerTop 5% of Customers by sales volume over a period of time.
CustomerView top 50 customers according to sales volume.
CustomerCreates mailing labels of the top 50 customers by total sales dollars for the date range specified.
CustomerView top 50 customers according to sales volume.
CustomerTop customers in a given date range based on Order Detail Dates. Use SPOTQuery to modify the % or ...
CustomerView top 50 customers according to visit count.
CustomerView customers with orders totaling over the specified amount for the specified date range, grouped...
CustomerCustomers that have visited 5 times in the last 90 days.
CustomerList and print VIP customers
CustomerPrints mailing labels for all VIP customers with an address that belong to the selected stores.
CustomerWe miss you letter for customers that have not visited since the selected date range
Gift CardsLists Gift Card Adjustments
Gift CardsList gift card redemption by date range and store.
Gift CardsList gift card voids (cancelled transactions)
Gift CardsLists by store the gift cards activated
Gift CardsLists sold Gift Cards by date range, store.
HotelShows a summary billing line (orders, pieces, price, discount, net, tax, total) for each hotel that...
HotelShows in-process orders promised for the selected hotel and date.
HotelShows summary of hotel activity billed during the selected date range for the selected hotel, group...
InventoryView incoming/outgoing changes to inventory for the current store within a specified date range.
InventoryDisplays all current inventory and items for the selected store(s). This report is designed to be e...
InventoryDisplays all currently-racked inventory for the selected store(s). Grouped by store and ordered by ...
InventoryShows incoming inventory value by store for the selected date range. Upcharges, alterations, voids...
InventoryShows changes in inventory value for each store over the date range specified. Inventory values do...
InventoryShows the individual invoices that make up the inventory balance in the current store as of the end...
InventoryShows the total quantity and pieces of each item for invoices racked as of the specified cutoff dat...
InventoryShow current invoices that are not assigned to a customer FrankR 09-15-2014
InventoryShows all invoices written off for the selected stores and date range.
IssuesLists all open issues by user assignment.
IssuesDisplays closed issues for all customers in the selected stores for the given date range.
IssuesDisplays open issues for all customers in the selected stores.
IssuesIssue Detail grouped by garment type
IssuesDisplays closed issues for all customers in the selected stores for the given date range. Grouped b...
IssuesDisplays closed issues for all customers in the selected stores for the given date range. Grouped b...
IssuesIssue Detail for all open items
IssuesLists issue summary for all closed issues in the selected stores for the given date range.
IssuesLists issue summary for all closed issues in the selected stores for the given date range. Grouped ...
IssuesLists issue summary for all closed issues in the selected stores for the given date range. Grouped ...
IssuesLists issue summary for all closed issues in the selected stores for the given date range. Grouped ...
IssuesLists closed issues in the selected stores for the given date range. Grouped by store and user.
IssuesLists created issues in the selected stores for the given date range. Grouped by store and user.
IssuesOverdue Assignments by Store and User
ManagementLists sales before, during and after campaign coupons issued for the given date range. User selects...
ManagementView transactions taking place during a specified day
ManagementView cashout summary by date range
ManagementView cashout summary by drawer
ManagementList customers by Charity Program with sales and charity donations by date range.
ManagementList Invoices by Charity Program with invoice amount and charity contribution by date range.
ManagementView checks received by store and date range.
Management 
ManagementShows the rate at which customers indicated that their contact information is correct on the printe...
ManagementProvides a daily snapshot of sales, payments, voids, price changes, etc.
ManagementShows pre-tax incoming sales and pieces for all stores.
ManagementList all employees.
ManagementList all employees with the selected status.
ManagementList all customers with Frequent Flyer number on file, along with their cash sales figures for the ...
ManagementShows by store for a time period several key elements of the business, including Department Sales (...
ManagementDisplays user and workstation lockouts during the specified date range.
ManagementLists all customers in the selected store(s) who have used the mobile client in the given date rang...
ManagementShows all open cash drawer sessions.
ManagementList Payins by date range.
ManagementList payouts by date range.
ManagementPrints Route/Customer information using the Locker Field = <not blank> to filter for customer reven...
ManagementView %usage by marketing group
ManagementWill show inventory value for each of four aging categories (0-30, 31-60, 61-90, 90+) for all non-r...
ManagementShow average piece counts and sales per visit, grouped by counter and route.
ManagementShows two basic incoming sales summaries -- the first grouped by department, the second grouped by ...
ManagementLists summaries for all custom-created marketing categories. Will select for store and date range ...
ManagementLists four summaries, one for each Marketing Category: "Production", "Service Type", "Gender" and ...
ManagementWill show a summary of incoming shirts and pants only, otherwise similar to the Dropoff by Item rep...
ManagementShows incoming totals for all items whose name matches the value typed in by the user, for the sele...
ManagementShows tender breakdown and percentage for clerks in the selected stores and date range.
ManagementShows tender breakdown by store for the selected stores and date range. Adjusts out payins/payouts...
ManagementView all payment transactions for the specified customer and date range.
ManagementView payments taken for invoices during the specified date range.
ManagementView payments taken for invoices for the specified cash drawer sessions. The drawer sessions are c...
ManagementView all payments taken during the specified date range that did not belong to a cash drawer sessio...
ManagementShows the invoices that had uncollected funds (usually declined credit cards for route orders, or o...
ManagementList the workstations established for this location.
MerchandiseDisplays current merchandise inventory counts for the selected stores. Grouped by store then item c...
MerchandiseShows incoming/outgoing activity of merchandise items with comments or invoice numbers. Requires it...
MerchandiseShows sales and returns for each item within a specified date range. Grouped by store then category...
MerchandiseLists all merchandise sales within the given date range sorted by the sales clerk.
MerchandiseShows sales of merchandise items for the given date range.
MerchandiseShows merchandise sales, sorted by SKU, for the date range selected.
MerchandiseDisplay list of merchandise items that need to be reordered based on the reorder threshold for each...
PricingView GL Chart of Accounts
PricingList all available merchandise items for sale.
PricingShow all modifier (descriptor) lists.
PricingLists all clients who are assigned to a Price Level. Grouped by Price Table and Price Level.
PricingView Price Table Report
PricingDisplays all price tables and any customers assigned to them. Must be custom-assigned (via the Det...
Process ExceptionsShows all invoices that were detailed with no corresponding bag scan.
Process ExceptionsList all orders racked after promised date expiration.
Process ExceptionsList all orders racked after promised day expiration.
Process ExceptionsList all redo orders.
Process ExceptionsView racking exceptions
ProductionDisplays employee productivity during specified date range. Requires ProductionTrac.
ProductionShows the date, invoice number, assembly location and customer name of invoices scanned to assembly...
ProductionList of Brands and the usage of each item. Sorted by top used.
ProductionBreaks out user production metrics in the selected stores for the given date range.
ProductionCalculates production commissions for users in the selected stores for the given date range. Commis...
ProductionFlat rate is determined by Processing Cost on the item on your price table. Requires the usage of...
ProductionReport that will display all items scanned to an item level process step that does not include "On ...
ProductionShow all items pressed using the Pressing process in ProductionTrac
ProductionShows totals and detailed listing of all items that passed during a 'Pressing ' production station ...
ProductionReport on all items scanned by presser's grouped by department, category and item with totals.
ProductionShows total pieces, orders, and dollars for detail and pickup operations, grouped and sorted by sto...
ProductionList all orders detailed by date range.
ProductionList all orders detailed by date range. This report will exclude split orders. The amounts are list...
ProductionDisplays all direct receive orders taken within a specified date range.
ProductionFormer 'Net Sales By Item - Dropoff' report. Shows orders detailed for specified stores and date r...
ProductionFormer 'Net Sales - Dropoff' report. Shows current value of orders detailed for specified stores a...
ProductionView dropoffs by hour of the day
ProductionView dropoffs by item
ProductionDisplays Production time clock sessions with gap time between sessions. Grouped by user then date.
ProductionShows clerk production per hours worked for the specified stores and date range.
ProductionShows clerk production per hours worked for the specified stores and date range. Includes the count...
ProductionDisplays all heat seals assigned to the selected customer.
ProductionExport all Heat Seal Labels for a specified customer.
ProductionExport all Heat Seal Labels for a specified customer, date range for the Label Creation Date.
ProductionExport all Heat Seal Labels for a specified customer, date range for the Label Last Scan Date.
ProductionShows all invoices an entered HSL has been associated with.
ProductionDisplays all HSL IDs created in the specifed stores during the specified date range, including modi...
ProductionDisplays all HSL IDs created in the specifed stores during the specified date range, grouped by the...
ProductionAll HSL/ItemTrack IDs created grouped and sorted by date. Modifiers will be shown if it has already...
ProductionShow in process HSL labels by customer
ProductionShows heat-sealed items and customers they belong to that have been scanned into detail greater tha...
ProductionShows totals for invoices that entered the selected processing step for the selected stores and dat...
ProductionAll invoices by Invoice mode in production "not" including "Standard Mode" invoices. Report is gro...
ProductionList item counts by clerk
ProductionShows counts of items detailed by clerk. This report is calculated using obsolete data structures ...
ProductionShows a breakdown of each Item Processing Step and the counts for the number of items by department.
ProductionShows totals and detailed listing of all items that passed through a production process step (such ...
ProductionLists orders, grouped by Promised Date/Time and Department Group, that need to be assembled by toda...
ProductionLists orders and individual pieces, grouped by store and department group, that need to be assemble...
ProductionAll items with comments or manual comments associated with selection by customer and date range.
ProductionProvides a summary of items detailed within the specified date range, including processing costs.
ProductionProvides a summary of items racked within the specified date range, including processing costs.
ProductionList of all Modifiers and the usage of each item. Grouped by Modifier and sorted by usage.
ProductionView order aging
ProductionLists orders assembled by date range and conveyor, lists in order of the time of the assembly event.
ProductionOrders detailed within a given date range for customers that belong to a discount group
ProductionThis report shows all orders for the selected Store/Route/Hotels with a promised date during the sp...
ProductionView orders picked up within the specified date range
ProductionView cash Pickup sales by department
ProductionView pickups by department, grouped by the hour of the day.
ProductionView non-taxable pickups by department.
ProductionView items picked up
ProductionShows all orders marked in for the selected stores during the selected dates that have a different ...
ProductionShows pieces from the specified stores for orders promised during the specified date range, grouped...
ProductionShow total plant cost of orders sold within the specified date range, grouped by wholesaler. (This...
ProductionShow total plant cost of orders detailed within the specified date range, grouped by wholesaler. (...
ProductionShow PPOH Assembly stats, grouped by Department Group
ProductionShow PPOH Markin stats, grouped by Department Group
ProductionShow PPOH Assembly stats, grouped by Labor Category
ProductionShow PPOH Markin stats, grouped by Labor Category
ProductionShow PPOH Assembly stats, grouped by Department Group.
ProductionShow PPOH Markin stats, grouped by Department Group.
ProductionShow PPOH Assembly stats, grouped by Labor Category.
ProductionShow PPOH Markin stats, grouped by Labor Category.
ProductionShows pieces entered into the selected process step by hour and clerk.
ProductionView orders currently in a given processing step
ProductionView orders entered into a specific processing step
ProductionShows all invoices for the selected stores that were scanned into a custom processing step (i.e., n...
ProductionMarkin and Pickup totals by operator
ProductionPieces, orders, and upcharges marked in by operator. This report is calculated using obsolete data...
ProductionShows a breakdown of pieces and amount for each department and category of orders that completed th...
ProductionShows a breakdown of pieces and amount for each department and category of orders that completed th...
ProductionShows a breakdown of pieces for each department and category, by hour, of orders that completed the...
ProductionShows a breakdown of pieces and amount for each department and category of orders that completed th...
ProductionRetrieves a list of all Rejected Scans at the Pressing stations.
ProductionDisplay all reworked items during a select date range.
ProductionList all orders racked by date range. ***Note: Orders racked multiple times in the given date rang...
ProductionList all orders racked by date range for all routes.
ProductionShows all items that were redone for the date range specified.
ProductionRFID / Barcode mapping information with total counts of RFID tags.
ProductionShows list of rush orders in a specified date range by customer. Determines if the order was picked...
ProductionList all orders sold by date range.
ProductionDisplay a list of split orders that occurred during a specified date range. Shows split reason, cle...
ProductionProvides a weekly/periodic/ytd summary of labor and production. It also provides a previous year c...
ProductionUpcharges grouped by department by date range
ProductionDisplays each work session for all employees between the selected date ranges along with their effi...
Report QueueView incoming/outgoing changes to inventory for the current store within a specified date range.
Report QueueView credit card transaction history by date range.
Report QueueView orders detailed/modified within a given date range for the selected stores.
Report QueueView totals by department of orders detailed/modified for the selected stores and dates.
Report QueueIncoming Summary by Clerk - Reports Queueable
Report QueueShows orders picked up and/or paid for, grouped by department, for the specified date range and sto...
Report QueueShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
RestorationThis manifest shows items, counts, and prices. It groups by department only and consolidates by it...
RestorationThis manifest shows items, counts, and prices. It groups by department only, consolidates by item ...
RestorationThis manifest shows items, counts, prices, discounts, taxes, etc. It consolidates by item, modifie...
RestorationThis manifest shows items, counts, prices, discounts, taxes, etc. It consolidates by item only and...
RestorationThis manifest only shows items and counts; no prices, discounts, taxes, etc. are shown. It consoli...
RestorationThis manifest only shows items and counts; no prices, discounts, taxes, etc. are shown. It consoli...
RestorationList all current orders for a customer, used for a delivery sheet.
RestorationThis manifest shows items, counts, and prices. No discounts, taxes, etc. are shown. It consolidat...
RestorationThis manifest shows items, counts, and prices. No discounts, taxes, etc. are shown. It consolidat...
RestorationDisplays all items and their respective counts, grouped by manual comment or room.
RestorationCustomer specific pieces by date range from any of the following departments: Non Salvagable, Non-S...
RestorationList all orders by order comment, listed for a customer for incoming orders by date range
RestorationList all orders at a given location number
RestorationList all orders by restoration room. Requires customer to be established as a restoration customer.
RestorationThis shows all customers who have had their first visit within the selected date range. It lists al...
RouteLists all bag scans for a specified date range, listed by customer name.
RouteShows bag scans per route by day for a specified date range. Grouped by date and store.
RouteShows numbers of bag scans per route by day for a specified date range. Grouped by date and store....
RouteLists all bag scans in the selected store(s) for the given date range for which an order has not be...
RouteShows signup date, total number of all-time visits, and incoming sales figures for route customers ...
RouteDrive Commission report, to list by LOCKER revenue (pickups).
RouteLists all invoices that were excluded from all manifest(s) for the given route(s) in the selected d...
RouteList all on-demand (and not cancelled) requests by store and by date range, showing the route (grou...
RouteShows the revenue per customer delivery for all route manifests within the specified date range
RouteDisplays all customers who were converted to route from the retail counter in the given date range.
RouteRoute Customers with non-route orders in ready or detailed status
RouteShows the projected next visit date for route customers belonging to the selected stores based on v...
RouteGives a breakdown of the route usage rates and sales for each route in the given date range.
RouteLists customers by route and stop with the ability to export to csv file.
RouteLists customers by route and stop for the selected routes with the ability to export to csv file.
RouteList of all route customers grouped by store and route. Display current customer configuration an...
RouteLists route sales by customer.
RouteGives a quick breakdown of recent activity and facts regarding the routes in the selected stores fo...
RouteLists discounts by route and customer.
RouteShows details of route orders paid for and/or delivered for the specified date range and the select...
RouteShows summary of route orders paid for and/or delivered for the specified date range and the select...
RouteLists all route orders whose promised date has passed that are not in a racked or ready status.
RouteDisplays route sales by referral source and date range.
RouteLists all customers who have Route Reminders enabled for the selected route and have a visit schedu...
RouteThis will list all routes, how many accounts each has, and the number and percentage that have a vi...
RouteShows a summary of invoice postings within the specified date range, grouped by route and stop.
RouteDisplays a list of all customers who are assigned to a store that are on a route belonging to a dif...
RouteList all route entries for creating territorial sales figures
RouteDisplays customer purchasing history for the selected route. A "3" indicates a week falling within ...
RouteDisplays the ending route report from RouteTracMobile for the selected routes and for sessions star...
RouteShows the detail of RouteTrac activity for the specified date range, sorted by customer name.
RouteShows the summary of RouteTrac activity for the specified date range, with one line per customer, s...
RouteDisplays all RouteTrac metrics gathered in the given date range.
RouteShows all non-delivered orders through RouteTrac Mobile for the selected route(s) in the given date...
RouteLists Route Pickup/Delivery instructions, by date range and by store/route.
RouteLists 1) Optional - Invoice comments/adjustments, 2) Customer Reminders, and 3) Route Pickup/Delive...
SalesShows all cash, check, and credit card payments received during the selected date range for the sel...
SalesShows all open PNP Orders that have an outstanding balance.
SalesView incoming and outgoing totals for the selected stores and dates. Displayed in table format.
SalesView orders detailed/modified within a given date range for the selected stores.
SalesShows orders detailed, grouped by department, for the specified date range and stores/routes. Item...
SalesView orders detailed/modified within a given date range (non-tax customers only).
SalesView totals by department of orders detailed/modified for the selected stores and dates.
SalesView totals by department of orders detailed/modified for the selected stores and dates. Items wit...
SalesView totals by department of orders detailed/modified for the selected stores and dates. Displayed...
SalesView totals of orders detailed/modified for the selected stores and dates, grouped by month and dat...
SalesView totals by department of orders detailed/modified for a given date range (non-tax customers onl...
SalesView totals by department of orders detailed/modified for the selected stores and date range, group...
SalesView totals of orders detailed/modified for the selected stores and date range, broken out by hour ...
SalesView totals of orders detailed/modified for the specified date range, broken out by hour of the day...
SalesView totals of orders detailed/modified for the selected stores and dates, grouped by customer grou...
SalesShows total incoming sales during the specified date range for each route customer signed up after ...
SalesShows orders picked up and/or paid for, grouped by department, for the specified date range and sto...
SalesShows orders picked up and/or paid for, grouped by department, for the specified date range and sto...
SalesShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
SalesShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
SalesShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
SalesShows monthly summary of orders paid for and/or picked up for the specified date range and stores/r...
SalesShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
SalesShows departmental summary of orders paid for and/or picked up for the specified date range and sto...
SalesShows incoming sales numbers compared to the same period of the prior year. Requires that the annu...
SalesShows incoming sales numbers compared to the same period of the prior year. Requires that the annu...
SalesShows outgoing sales numbers compared to the same period of the prior year. Requires that the annu...
SalesShows incoming piece and value figures compared to the same period of the prior year. Requires tha...
SalesAll orders currently in PNP status that entered PNP status within the specified date range, sorted ...
SalesShows incoming sales by subdivision.
SalesShows a list of sold orders that were dropped off during the selected dates in the selected stores;...
SalesShows all sold orders for the selected customer and date range.
SalesShows tax assessed for each invoice within the date range specified, grouped by tax entity. Negati...
SalesShows tax collected for each invoice within the date range specified, grouped by tax entity. The ta...
SalesDisplays taxes collected for the selected customer by payment date range.
Time ClockDisplays a summary of the total time worked per employee for a given pay period.
Time ClockDisplays a summary of the total time worked per employee for a given pay period, grouped by store.
Time ClockSpecial export of timeclock data for Advanced Payroll
Time ClockShows individual timeclock sessions and hours worked (standard and overtime) for each employee for ...
Time ClockShows total hours worked (standard and overtime) and wages earned for each employee for the selecte...
Time ClockThis will display timeclock totals (regular and overtime hours) for all users during the selected d...
Time ClockThis will display timeclock totals (regular and overtime hours) for all users during the selected d...
Time ClockGives a detailed listing of all timeclock entries for the selected stores in the given date range/p...
Time ClockView time clock summary detail per employee for a given pay period.
Time ClockLists users who exceeded the clocked-in threshold for a given date range and had their entries auto...
Time ClockDisplays all users by Store. Users clocked in and working at a store other than their primary will ...
Time ClockShows all time clock activity for the stores and dates/pay periods selected. Standard and overtime...
Time ClockLists all users currently clocked in, but not clocked out, regardless of user status.
Web RequestsA/R Payment processed by "Web Requests"
Web RequestsShows customers that are locked out of Customer Connect and how much time remains before the lockou...
Web RequestsCustomers processed by "Web Requests"
Web RequestsView all route pickup request notifications submitted through mobile app for selected date range.
Web RequestsView all store pickup notificatins sent through mobile app for selected date range.
Web RequestsDisplays all events of a customer changing their notification preferences through Unsubscribe durin...
Web RequestsRoute Cancellation requests via "Web Requests"
Web RequestsRoute Pickup Requests form "Web Requests"
Work In ProcessView current work in process.
Work In ProcessList all current orders (open orders) by date for a selected customer.
Work In ProcessIn process route orders
Work In ProcessList all orders in store, whether in process or ready for pickup.
Work In ProcessShow all orders currently with a detailed status.
Work In ProcessList all ready orders by location number.
Work In ProcessList all orders by location number for route orders only.
Work In ProcessLists all non-sold orders that have a non-standard invoice mode (e.g. Rush, Storage, etc).
Work In ProcessView orders with alterations
Work In ProcessList all orders containing any unresolved price later item or items.
Work In ProcessOverdue orders in inventory over 30 days
Work In ProcessOverdue orders in inventory over 30 days - All Customers
Work In ProcessOverdue orders in inventory over 60 days
Work In ProcessOverdue Inventory of 60+ Days on racks - All Customers
Work In ProcessOverdue orders in inventory over 90 days
Work In ProcessOverdue orders in inventory over 90 days - All Customers
Work In ProcessShows all orders in the specified processing steps for the specified customer and date range.
Work In Process