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The Reports Module is used to initiate sales management reports, sometimes also known as base system reports. These reports can be integral tools in the management and review of sales and staff. Many of the reports will appear quite similar though they will all represent data in a specific and unique fashion. Access to this module can be restricted through the Security Options in Operator Setup. While there are additional reporting features available in Accounting, General Ledger, Customer Specific Inventory, and General Inventory, those reports will be reviewed in the appropriate sections of this manual. The following section will provide a review of each report available, criteria you may specify to create the report, suggested uses, and samples of each report with guidelines to read and understand the data presented.
In order to make the most of each report, it is important to have an understanding of the selection criteria. We will define the standard terms used throughout all reporting before we examine each report in detail:
Date Range - In almost every case, a date range, even if not required, will increase the efficiency and value of the report and should be the bare minimum of criteria provided.
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Sales Rep - Many of the reports available can be run for individual Sales Representatives. This can be an excellent tool in the evaluation of their performance, showing exactly what they are contributing to your operation's efforts.
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Customer and Master Customer - Use these options to zero in on a specific customer's activity. When evaluating your company's overall performance these criteria should be ignored.
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Product and Item Category - Use this option to zero in on a specific product's activity.
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Detail Level - Selections from this drop down box are used to control the amount of information provided on the reports, making them clearer and more concise. The less extemporaneous data there is to sift through, the easier the report will be to read and the more valuable it becomes.
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Group By Sales Rep - When not using the individual Sales Rep option above you may choose to view a report with data separated by each Sales Rep. In essence this will create individual Sales Rep reports while still accounting for your entire operations.
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Include "In Inventory" Jobs - Once the status of a job has been marked as "In Inventory", it is essentially removed from basic sales reporting to avoid showing twice in your history. While this is the default setting of the Xebra, you may choose to include these jobs depending on the desired results you are looking for in the report.
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Show/Include Job Notes - Flag this option to include job notes on a report, if available.
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Export - The ability to export data is a powerful tool provided by the Xebra. Exports from the Xebra Reporting module will be provided in a *.csv (comma delimited, text file) format to be used in third-party spreadsheet and database applications (i.e. Microsoft Excel).
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From the Reports node, to begin constructing a report, simply click on one of the available options. We will begin with the Order Journal.
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