Reports FAQ

My wide report is not showing or printing  properly?

To print wide reports like Statement, Transaction report etc, you must make sure you have installed a wide printer driver like HP, Canon etc, even if you don't have such printer.  Otherwise your report does not show properly on the screen and displays in narrow format.

Follow steps below:

1. Install you wide report printer driver that comes with your printer.  If you don't have any such printer, Select Add Printer, Select Add a local printer with manual settings, select next, select HP, and select HP 4610 as a virtual dummy printer. 
2. Make sure the your report printer is set as Windows Default printer. To do this, go to Windows Control Panel, select Devices/Printers, Select your printer, select Manage, Select Set As Default. 
3. Go to Windows Control Panel, select Devices/Printers, Scroll Down -> remove check mark from 'Let Windows manage my printer' option. Disabling this option is very important, as Windows might assign your Narrow Invoice printer as default printer. 

 

 

How to obtain a sales items report by service/department?

To obtain a sales items report by service/department, go to Reports and select Items Report. Select the dates that you want the report to show then select by department or by service and click the items in stock icon on the left to view/print the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to obtain a sales items report for a selected customer(s)?

To obtain a sales item report for a selected customer, go to Reports and select Items Report. Select the dates that you want the report to show and press the Select Customer button. A screen appears with a list of customers. Choose the customer(s) and say ok. Select the by item and customer option and click the items in stock icon on the left to view/print the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to search for missing items

To search for missing items, go to Reports and click on Items Report. Choose the dates that reflect when the item went missing. In the search section, either type in the conveyor number that you want to search, or type in a brief description of the item (e.g. blue pants)

Press the Search icon to create a report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to print a price list?

To print a price list, go to Reports and select Price List. To view/print the whole price list, click the Price List icon. A Select Schedule window appears where you choose which schedule you want the report to display. Say OK and the report appears. To view/print the price list by service, select the Price List by Service Icon and specify the schedule and service that you want the report to display. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

 

How to obtain an inventory/stock report?

To obtain an inventory/stock report, go to Reports and select Stock Report. Choose the date that you want the report to reflect.  In the Stocks Report section, choose how you would like the report to be sorted (i.e. by invoice, by customer or by conveyor) click the Stocks Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to create an inventory discrepancy report?

To obtain an inventory discrepancy report, go to Reports and select Stock Report. Choose the date that you like invoices to be excluded from the report.  In the Discrepancy Report section, choose how you would like the report to be sorted (by invoice, by customer or by conveyor). Scan the invoices on the conveyor or rack and press the Create Discrepancy Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top. This is the list of missing invoices from inventory. You need to fix this by voiding or checking out the reported invoices.

 

How to create a due items report?

To obtain a due items report, go to Reports and select Stock Report. Choose the date that you want the report to reflect.  In the Due Items Report section, choose how you would like the report to be laid out (by all items, by customer, by run or by service) click the Due Items Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to create an over due items report?

To obtain an over due items report, go to Reports and select Stock Report. Choose the date that you want the report to reflect.  In the Overdue Items Report section, choose how you would like the report to be laid out (by customer#, by customer name, by in date, by due date or by conveyor) click the Overdue Items Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to create an exception report?

To obtain an exception report, go to Reports and select Stock Report. Choose the date that you want the report to reflect. In the Exception Report section, choose how you would like the report to be laid out (by invoice or by customer) click the Exception Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to print a customer list?

To print a customer list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. You can then select how you want the customer list to be sorted by clicking the appropriate icon. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to obtain the best valuable customers?

To obtain a Most Valuable Customers Report, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Most Valuable Customers icon, which would display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to obtain an inactive customers list?

To obtain an inactive customers list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click on the Inactive Customers icon, which would display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to make a customer mailing list?

To make a customer mailing list, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Mailing Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to create a customer credit report?

To create a customer credit report, go to Reports and select Customers Report. Choose the dates that you want the report to reflect. Click the Credit History icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to make an A/R report?

To create an A/R report, go to Reports and select Customers Report. Choose the date that you want the report to reflect. Choose how you want to sort the customers in the report. Click the A/R Report icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to make customer account statement?

To make a customer account statement, go to Reports and click on the More button to view other Report options. Click on the Statement button and select where you want to find the customer from (all customers, charge customers, company customers or by run). Click the Create Statement button. A customer list appears. Highlight the customer and select whether you want to display the last statement, or choose a date.  Say OK and the report displays. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

 

How to keep track of employees’ hours?

To keep track of employees’ hours, go to Reports and select Time Sheet Report. Choose the dates that you want the report to reflect. Highlight the associate that you want the report to display and press the Retrieve button. The breakdown of the employee’s hours is displayed. The total number of hours is shown at the bottom, along with the number of hours in breaks, giving the net amount of hours worked by the employee. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to view employee time sheets?

To view an employee’s time sheet, go to Reports and select Time Sheet Report. Choose the dates that you want the report to reflect. Highlight the associate that you want the report to display and press the Retrieve button. The breakdown of the employee’s hours is displayed. The total number of hours is shown at the bottom, along with the number of hours in breaks, giving the net amount of hours worked by the employee. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to make adjustments to employee time sheets?

To make adjustments to an employee time sheet, go to Reports and select Time Sheet Report. Choose the date that you want to adjust. Highlight the associate that you want the report to display and press the Retrieve button. The report is displayed, and you can make adjustments by pressing the up and down arrow keys for the times and dates.

 

 

How to view a history report for updated/voided invoices?

To view a history report for updated/voided invoices, go to Reports and click on the More button to view other Report options. Click on the Invoice History button and choose the dates that you want the report to reflect. Choose how you would like the report to be laid out (by invoice#, by customer#, by associate# or by date) and click the Invoice Update History icon to display the report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

 

How to make a customer account statement?

To make a customer account statement, go to Reports and click on the More button to view other Report options. Click on the Statement button and select where you want to find the customer from (all customers, charge customers, company customers or by run). Click the Create Statement button. A customer list appears. Highlight the customer and select whether you want to display the last statement, or choose a date.  Say OK and the report displays. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.

 

How to disable printing statements with $0 balance?

To disable printing a statement with $0 balance, go to Management and click on System. Go to System Options and in the Invoice Options section, remove the check mark from Print Zero Balance Statement. Click the Save button to save this setting.

 

 

How to create a commission report for sales?

To create a commission report for sales, go to Reports and click on the Sales Commission Report button. Choose the dates that you want the report to reflect. Select Sales from the list and click either the Commission Detail Report or the Commission Summary Report. Navigate through the pages by clicking the arrows at the top. To print this report, click the Print button at the bottom, or the Printer icon at the top.