Reports and automation

Topics

• Automation
  • Automation General Information
  • Using the Automation Module
  • Report Scheduling
  • Data Backup
  • Mailing Lists
  • Reminders

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• Using reports
  • Introduction to Reports
  • Report Fields Reference - Which report do I need?
  • How do I filter, format, and search reports?
  • Report FAQs
• Sales reports
  • Sales Reports
  • Backorder Summary Report
  • Customer Orders by Product Report
  • Customer Payment Details Report
  • Customer Payment Summary Report
  • Find Sale Backorder By Purchase Order Report

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• Purchase reports
  • Purchase Reports
  • Pending Purchase Orders Report
  • Product Prices By Supplier
  • Purchase Cost Analysis Report
  • Purchase Invoice Details Report
  • Purchase Invoice Summary Report

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• Financial reports
  • Account Summary Report
  • Balance Sheet by periods
  • Financial Payment Details Report
  • Financial Transactions Report
  • Fixed Asset Overview
  • General Ledger Report

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• Inventory reports
  • Inventory Reports
  • Batch/Lot Recall
  • Out of Stock Components for Auto-Assembly Report
  • Lot Expiry Report
  • Inventory Aging Report
  • Inventory Movement Details Report

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• Audit reports
  • Audit Report
• Production reports
  • Production Reports (Advanced Manufacturing)
  • Production Actual vs Planned Cycle Time
  • Production BOM Components and Resources Report
  • BOM Component Details Report
  • Co-manufacturing Components Movement Summary
  • Disassembly Analysis Report

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• ForesightAI reports
  • Sales Forecast Report
  • Overstock Report
  • Stockout Report
  • Winners and Losers Report