Acctivate Standard Report List

Acctivate comes pre-loaded with a list of default Crystal Reports that can be used to return  data about your customers, inventory, orders and more. Below is a list of all default Acctivate reports, along with a brief description of what each report contains.

If you are interested in report customization, see our related Crystal Reports articles for more information.

Customer Information Reports

Category  Report Title Description
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 Dashboard report that 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 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 Dashboard report that 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.
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 Dashboard report that lists and graphs the top ten customers by sales margin with graph.
Customer Sales Reports Top 10 Customers by Sales Dashboard report that lists and graphs the top ten customers by sales amount total with graph.
Invoices Top N Overdue Invoices by Balance Dashboard report that 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 Dashboard report that 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 Dashboard report that 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 Dashboard report that 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

Category

 Report Title Description
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
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
 Analysis Inventory Value Summary Chart Dashboard report that 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.
Analysis Monthly Demand Summary Enables buying trend analysis to better predict future buying and production needs and improve inventory service levels
Analysis Top N Inventory Value Summary Dashboard report that 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 Put Away List for Inventory Receipts Lists received products and related information (i.e. location, lot location, product ID, lot/serial number, vendor product ID and received quantity) by inventory receipts session.
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 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 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 Balancing Entries Provides a description of each item that was used to make a balance adjustment.
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.
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 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 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 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.

Issue Tracking (Business Activity) Reports

Category Report Title Description
Forms Issue Displays information for each business activity in the system, for companies that use a numerical sequential.
Issues Business Activity Volume by Period Dashboard report that graphs and/or lists business activities by opened, due or closed date for the day, week, month, quarter or year.
Issues Business Activity Volume Chart Dashboard report that graphs in a pie chart and/or lists business activities by type, code, priority, status or assigned.
Issues Issue Assignments Lists all business activities by whom they are currently assigned and then by type.
Issues Issues by Date Report Lists all business activities by their due date.
Issues Open Issues Report Lists all open business activities by type.
Issues Overdue Issues Report Lists all business activities that are overdue and need attention, sorted by type.
Issues Top N Open Business Activities by Due Date Dashboard report that displays details of the top open business activities by due date. The number of records to be displayed is specified by the user.

 Order Processing Reports

Category  Report Title Description
Cancellations Lost Business Summary by Period Dashboard report summary of canceled sales quotes, sales orders, credit memos, service orders or sales/service orders in past the day, week, month, quarter or year.
Cancellations Lost Business Summary Chart Dashboard report 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.
 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 Dashboard report that graphs and/or lists sales invoice totals by a period (i.e. day, week, month, quarter or year).
Invoices Sales Invoice Summary Chart Dashboard report that 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.
Invoices Top N Sales Invoice Summary Dashboard report that 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 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 Dashboard report that provides a quick view of the sales quotes, sales orders, credit memos, service orders or sales/service orders for the day, week, month, quarter or year.
Orders Sales Order Summary Chart Dashboard report that 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.
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 Dashboard report that 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 Dashboard report that 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 Dashboard report that 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 the user.
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 Summary by Period Provides a summary report of each product in inventory for a complete period.
Product Sales Reports Product by Sales Category Details sales by sales category and then by product.
Product Sales Reports Product Class Summary Dashboard report that summarizes activity for each product class that has sales order history for the selected time period.
Product Sales Reports Sales Category Summary Dashboard report that 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.
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.
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

Category  Report Title Description
Forms Purchase Order Proof Copy Copies of all purchase orders.
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.
Purchase Orders Completed Purchase Order Analysis Lists completed Purchase Orders, including total Receipt and PO Invoice quantities
Purchase Orders Open Purchase Orders Displays the current purchase orders that have not been marked as completed.
Purchase Orders Open Purchase Orders by Issue Date Details the current purchase orders that have not been marked as completed, based on purchase date.
Purchase Orders Open Purchase Orders by Product ID Details the current purchase orders that have not been marked as completed, based on a specific product ID.
Purchase Orders Open Purchase Orders by Supplier Details the current purchase orders that have not been marked as completed, based on specific vendors.
Purchase Orders Open Purchase Requests Displays current open purchase requests.
Purchase Orders Open Request for Quote Displays current purchase orders that are marked with the status of Request for Quote, organized by PO number.
Purchase Orders Open Special Order Purchase Orders by Issue Date Lists open special order purchase orders by issue date.
Vendors Top N Vendor Balance Summary Dashboard report that 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/Shipping Reports

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

 

Posted in Reports - Last modified on August 24, 2017Eva Rhees
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