Report Catalog

Below is a list of standard reports included with Acctivate. Reports can be accessed from their respective Acctivate menus or from the by clicking the Reports button on the icon bar.

Customer Information Reports

Customer Information reports can be access from the Customer menu or from the Reports window.

Sub folder	Description	Summary
Aging	Customer Aging by Due Date (Detail)	Details invoice aging trends by customer.
Aging	Customer Aging by Due Date (Summary)	Summarizes invoice aging trends by customer based on invoice due date.
Balances	Top N Customer Balance Summary	Displays a summary of the top customer balances by customer, customer type or branch. The number of records to be displayed is specified by the user.
Customer Lists	Customer List	Lists customers along with other information such as their salesperson, phone, marketing code, branch, customer type and price code.
Customer Lists	Customers by Marketing List	Customer List grouped by each Marketing List
Customer Sales Reports	Comparative Sales by Product by Class by Customer	Comparison of sales, which includes quantity sold, amount sold, cost, sales margin and percentage by customer by product class by product for certain time periods (i.e. today, this month, previous month, this year and previous year).
Customer Sales Reports	Customer by Marketing Analysis	Sales information (i.e. quantity, amount, cost, margin and percentage) summarized by marketing code by customer.
Customer Sales Reports	Marketing Analysis by Customer	Sales information (i.e. total amount, cost, margin and percentage) summarized by customer by marketing code.
Customer Sales Reports	Marketing Analysis Summary	Graphs and lists sales by marketing code and supplies sales information (i.e. quantity, amount, discount percentage, net amount, cost, sales margin and percentage) for each marketing code. Great as dashboard gadget.
Customer Sales Reports	Product by Customer (Detail)	Details products that each customer has purchased.
Customer Sales Reports	Product by Customer (Summary)	Summarizes products that each customer has purchased. Unlike the detailed version it does not provide the invoice number, order number, date the order was invoiced and the customer's salesperson.
Customer Sales Reports	Product Class by Customer	Sales data (i.e. quantity, amont, cost, margin and percentage) organized by customer by product class.
Customer Sales Reports	Sales Category by Customer	Sales data (i.e. amount, cost, margin and percentage) organized by customer by sales category.
Customer Sales Reports	Top 10 Customers by Margin	Lists and graphs the top ten customers by sales margin with graph. Great as a dashboard gadget.
Customer Sales Reports	Top 10 Customers by Sales	Lists and graphs the top ten customers by sales amount total with graph. Great as a dashboard gadget.
Forms	Customer Payment	Displays customer payment information as a payment receipt. It's recommended that this is printed from the Enter Payment or Payment List window.
Invoices	Invoices by Customer	Invoices by Customer displays a list of Customer Invoices with outstanding balance.
Invoices	Top N Overdue Invoices by Balance	Graphs and/or lists the top overdue invoices by balance. The number of records to be displayed is specified by the user.
Invoices	Top N Overdue Invoices by Due Date	Graphs and/or lists the top overdue invoices by due date. The number of records to be displayed is specified by the user.
Payments	Top N Customer Payments by Amount	Graphs and/or lists the top customer payments by amount. The number of records to be displayed is specified by the user.
Payments	Top N Customer Payments by Date	Graphs and/or lists the top customer payments by date. The number of records to be displayed is specified by the user.

Inventory Management Reports

Inventory Management reports can be access from the Inventory menu or from the Reports window.

Sub folder	Description	Summary
Analysis	Inventory Analysis by Product	Details the quantity and value of inventory on hand, quantity sales figures, sales revenue numbers, cost of goods sold, turnover rate, number of shipments made to customers, on time customer deliveries and service levels and vendor service level information. For a full explanation of the information displayed in this report, see our KB article.
Analysis	Inventory Overstock Analysis	Lower inventory investment with the Overstock Analysis Report that uses your Acctivate data to provide an estimate of the one time cash increase your business could realize through improvements in your inventory. For a full explanation of how this report is used, see our KB article.
Analysis	Inventory Value Summary Chart	Summarizes sales quotes, sales orders, credit memos, service orders or sales/service orders by the salesperson, product class, state, branch, customer type, marketing code or status. Great for use as a dashboard gadget.
Analysis	Market Basket Analysis	Shows a list of products that are frequently purchased together. The Product Count is used to restrict the analysis to the top N most purchased products, the Result Count limits the number of rows displayed in the report, and the Confidence Level specifies the minimum confidence level (%) of the results to return. For a full explanation of how this report is used, see our KB article.
Analysis	Min Stock Level Analysis by Product	Details the quantity usage over different periods of time and suggests a min stock level for inventoried items based on a user defined period of past usage. For a full explanation of how this report is used, see our KB article.
Analysis	Monthly Demand Summary	Enables buying trend analysis to better predict future buying and production needs and improve inventory service levels. For a full explanation of how this report is used, see our KB article.
Analysis	Monthly Invoiced Summary	Monthly Invoiced Quantity trend analysis to better predict future buying and production needs and improve inventory service levels
Analysis	Top N Inventory Value Summary	Graphs and/or lists the top inventory values by product, product class, type, sales category, or warehouse. The number of records to be displayed is specified by the user.
Count	Inventory Variance	Provides information dealing with completed inventory variance counts. These are the completed counts that have already been entered into the system.
Forms	Inventory Assembly Work Order	Lists the products used to build an assembly and the process of the transactions
Forms	Inventory Transfer Form	Lists the products to be transferred
Forms	Put Away List for Inventory Receipts	Lists received products for put away. If multi-location tracking is enabled then the report is sorted by the warehouse location sort order. Otherwise, the report is sorted by the receipt line location.
Products	Bill of Materials	Provides information dealing with products that make up kits and assemblies.
Products	Inventory Products	Summarizes all currently stocked items by product categories.
Products	Product Barcode Label by Product (DYMO 30336)	Displays product barcode labels by product ID.
Products	Product Information	Product information for each product, from the warehouse stocking levels to the price codes, organized into one page.
Products	Product Label by Product (DYMO 30336)	Displays product labels by product ID.
Transactions	Inventory Adjustments	Summarizes all items that had their inventory levels adjusted.
Transactions	Inventory Assembly	Lists the products used to build an assembly and the process of the transactions
Transactions	Inventory Balance Adjustments	Summarizes all items that had their inventory balance adjusted.
Transactions	Inventory Detail Journal	Inventory transaction information for products by journal entry number.
Transactions	Inventory Detail Journal By Account	Inventory transaction information with journal entry number by account type for a specific date range.
Transactions	Inventory Issues	Provides a report on the activities performed in the Inventory Issues window.
Transactions	Inventory Ledger	Provides a report on the history of inventory transactions in a given range of time.
Transactions	Inventory Receipts	Provides a report on the activities performed in the Inventory Receipts window.
Transactions	Inventory Summary Journal	Summarizes journal entries by account type for a specific date range.
Transactions	Inventory Transfers	Provides a report on the activities performed in the Inventory Transfers window
Transactions	Landed Cost	Landed Cost Session Report
Transactions	Product Summary by Period	Provides a summary report of each product in inventory for a complete period.
Transactions	Voided Inventory Sessions	Details of any voided inventory session.
Warehouse	Assembly Component Requirements	Provides a report on each assembled item in your inventory and the amount of inventory that is currently in stock for each component for the final assembly.
Warehouse	Inventory Cost Layers Report	Details inventory cost layers (i.e. FIFO and LIFO) data of products in each warehouse.
Warehouse	Inventory Count Sheet	Provides a report on existing inventory count sheets within the system.
Warehouse	Inventory Location On Hand	Lists warehouse locations for products by product class. Primary stocking locations are listed first, followed by additional warehouse locations.
Warehouse	Inventory Location Restock	Lists by product class, products that need to be restocked for each warehouse location.
Warehouse	Inventory Lot / Serial Report	Provides a report on existing inventory that has a current lot number or a serial number assigned.
Warehouse	Inventory Product Location List	Lists warehouse location of products by warehouse.
Warehouse	Inventory Reorder Proof	Formulate a list of inventory that needs to be reordered
Warehouse	Inventory Reorder Proof by Supplier	Formulate a list of inventory that needs to be reordered, grouped by the supplier
Warehouse	Inventory Reorder Report	Displays all the items in inventory that are currently stocked at a level below their listed reorder point.
Warehouse	Inventory Valuation	Displays the current stock value of all products in warehouses.
Warehouse	Location Barcode Label	Inventory Location Barcode. Sorts by warehouse, then location description.
Warehouse	Lot Serial Locations	List of lot numbers and which bin locations they're stocked in.
Warehouse	Primary Location Restocking	Lists products by product class that are below the primary stock level in their primary warehouse location.
Warehouse	Stock On Hand	Details the current inventory level of your stock according to the transactions in the system.

Business Activity Reports

Business Activity reports can be access from the Activities menu or from the Reports window.

Sub folder	Description	Summary
Forms	Business Activity	Displays information for each business activity in the system.
Issues	Business Activity by Date Report	Lists all business activities by their due date.
Issues	Business Activity Assignments	Lists all business activities by whom they are currently assigned and then by type.
Issues	Business Activity Volume by Period	Graphs and/or lists business activities by opened, due or closed date for the day, week, month, quarter or year. Works great as a dashboard gadget.
Issues	Business Activity Volume Chart	Graphs in a pie chart and/or lists business activities by type, code, priority, status or assigned. Great for use as a dashboard gadget.
Issues	Open Business Activity Report	Lists all open business activities by type.
Issues	Overdue Business Activity Report	Lists all business activities that are overdue and need attention, sorted by type.
Issues	Top N Open Business Activities by Due Date	Displays details of the top open business activities by due date. The number of records to be displayed is specified by the user.

Sales Order Reports

Sales Order reports can be access from the Sales menu or from the Reports window.

Sub folder	Description	Summary
Cancellations	Lost Business Summary By Period	Summary of canceled sales quotes, sales orders, credit memos, service orders or sales/service orders in past the day, week, month, quarter or year and is great for use as a dashboard widget.
Cancellations	Lost Business Summary Chart	Summary of canceled sales quotes, sales orders, credit memos, Service Orders or Sales/Service orders by the reason, salesperson, product class, state, branch, customer type or marketing code and works great as a dashboard widget.
Cancellations	Order Cancellation Report	Displays the current sales orders that have not been marked as completed.
Invoices	Invoice Register	Provides a report on current sales orders that have already been invoiced.
Invoices	Sales Invoice Summary By Period	Graphs and/or lists sales invoice totals by a period (i.e. day, week, month, quarter or year).
Invoices	Sales Invoice Summary Chart	Graphs in a pie chart and/or lists sales invoices, credit memos, service invoices or sales/service invoices by salesperson, product class, state, branch, customer type or marketing. Great for use as a dashboard gadget.
Invoices	Top N Sales Invoice Summary	Summarizes the top sales invoices by customer, customer type, product class, product ID, branch, salesperson, or state. The number of records to be displayed is specified by the user.
Orders	Backorder by Product Report	Details for each warehouse by product the sales orders that are currently backordered.
Orders	Backorder Report	Provides a report, sorted by sales order number, on all items in inventory that are currently listed as being in backorder status.
Orders	Booked Orders	Provides a report on all items in inventory that have a current status of booked.
Orders	Completed Orders	Provides a report on all items in inventory that are currently listed as being completed.
Orders	Open Orders	Provides a full report on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Customer	Provides a report, organized by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Rep by Customer	Provides a report, organized by sales rep then by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Rep by Customer Summary	Provides an order summary report, organized by sales rep then by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Order Backlog By Product	Provides a report, sorted by product, on products in inventory that are currently listed as being in backorder status.
Orders	Overdue Orders Report	Provides a report on all sales orders that are currently overdue. An order becomes overdue when it goes past the promised date or the due date that were determined on the original order.
Orders	Sales Order Summary By Period	Quick view of the sales quotes, sales orders, credit memos, service orders or sales/service orders for the day, week, month, quarter or year. Works great as a dashboard gadget.
Orders	Sales Order Summary Chart	Creates a pie chart for the sales invoices, credit memos, service invoices or sales/service invoices by salesperson, product class, state, branch, customer type or marketing. Great for use as a dashboard gadget.
Orders	Scheduled Order Report	Provides a report of all currently scheduled orders, organized by order/line number.
Orders	Shipping Labels for Picked Orders	Displays all the shipping labels for each company that placed an order that matches the filtering criteria.
Orders	Top N Sales Order Summary by Requested Date	Graphs and/or lists a summary of sales quotes, sales orders, credit memos, service orders or sales/service orders amounts by requested date. The number of records to be displayed is specified by the user.
Orders	Top N Sales Orders by Amount	Graphs and/or lists sales quotes, sales orders, credit memos, service orders or sales/service orders amounts, sorted by the amount. The number of records to be displayed is specified by the user.
Orders	Top N Sales Orders by Requested Date	Graphs and/or lists sales quotes, sales orders, credit memos, service orders or sales/service orders amounts by requested date and supplies the order/invoice/credit memo number, customer and amount. The number of records to be displayed is specified by th
Product Sales Reports	Comparative Sales by Product by Product Class	Provides a prior month/year comparison of sales by the quantity, amount, cost, margin and percent for the each Product and Product Class. (optionally by Customer)
Product Sales Reports	Product by Product Class	Displays a product report for individual products that are classified in product classes.
Product Sales Reports	Product by Sales Category	Details sales by sales category and then by product.
Product Sales Reports	Product Class Summary	Summarizes activity for each product class that has sales order history for the selected time period.
Product Sales Reports	Sales Category Summary	Graphs and lists sales data by sales category.
Quotes	Open Sales Quotes	Details information for open sales quotes, such as products on the quote, entered date, requested date, customer, product quantity, quote total and more.
Quotes	Sales Quote Forecast	Summarizes open sales quotes for each salesperson.
Salesperson Sales Reports	Commission on Paid Invoices Report	Details paid invoices by salesperson, invoice and product ID; provides information for each invoice/order that was credited to the salesperson for the period; and displays relevant financial information including amount, cost amount and margin. Note: While this report provides key summary data, advanced commission structures may require that additional calculations be performed by the user outside of Acctivate.
Salesperson Sales Reports	Commission Report	Details all invoices by salesperson, invoice and product ID. Provides information for each invoice/order and displays relevant financial information including amount, cost amount and margin. Note: While this report provides key summary data, advanced commission structures may require that additional calculations be performed by the user outside of Acctivate.
Salesperson Sales Reports	Product Class by Salesperson	Details sales by salesperson by product class by product.
Salesperson Sales Reports	Sales Category by Salesperson	Details sales by salesperson by sales category by product.
Service Billing	Service Billing by Customer	Details service billing activities by customer.
Service Billing	Service Billing by Employee	Details service billing activities by employee.
Service Billing	Service Billing Proof by Customer	Details unbilled service billing activities by customer.
Service Billing	Service Billing Proof by Employee	Details unbilled service billing activities by employee.

Purchasing Reports

Purchasing reports can be access from the Purchasing menu or from the Reports window.

Sub folder	Description	Summary
Products	Product List by Vendor	Lists all products by vendor and includes product ID, vendor product ID, description, vendor price, last price, lead time and identifies preferred vendors, as well.
PurchaseOrders	Completed Purchase Order Analysis	Completed Purchase Orders, including total Receipt and PO Invoice quantities
PurchaseOrders	Open Purchase Orders	Displays the current purchase orders that have not been marked as completed.
PurchaseOrders	Open Purchase Orders By Issue Date	Details the current purchase orders that have not been marked as completed, based on purchase date.
PurchaseOrders	Open Purchase Orders By Product ID	Details the current purchase orders that have not been marked as completed, based on a specific product ID.
PurchaseOrders	Open Purchase Orders By Supplier	Details the current purchase orders that have not been marked as completed, based on specific vendors.
PurchaseOrders	Open Purchase Requests	Displays current open purchase requests.
PurchaseOrders	Open Request for Quote	Displays current purchase orders that are marked with the status of Request for Quote, organized by PO number.
PurchaseOrders	Open Special Order Purchase Orders by Issue Date	Lists open special order purchase orders by issue date.
Vendors	Top N Vendor Balance Summary	Graphs and/or lists the top vendor balances by vendor, vendor type or state. The number of records to be displayed is specified by the user.

Packaging Reports

Packaging/Shipping reports can be access from the Packaging menu or from the Reports window.

Sub folder	Description	Summary
Shipments	Shipment Detail	Lists shipments and their shipping information (i.e. shipment, status, ship date, service, ship to address and package ID.)