Maximize Data with Acctivate Standard Reports

While Acctivate empowers users to create virtually any report, there are 100+ reports & documents that come with the software. In this webinar, get a walk-through of commonly used and helpful standard reports, in addition to basic reporting tips: navigating the report catalog, drilling down from reports, filtering for the right data, and exporting to the desired format.

  • Customer Reports (1:10)
    • Top N Customer Balance (2:02)
    • Comparative Sales by Product by Class by Customer (4:51)
    • Product by Customer (7:40)
      • Detail and Summary reports
    • Top 10 Customers by Margin (10:20)
  • Inventory Reports
    • Monthly Demand Summary (11:05)
    • Top N Inventory Value Summary (13:12)
    • Inventory Detail Journal (16:01)
      • Researching specific journal entries and their details
      • Select Export in Preview (18:16)
    • Inventory Ledger (20:09)
      • Select Export to filter on specific Lot Number (21:48)
    • Stock on Hand (22:38)
      • Adding quantity on hand filter to report (22:49)
      • Default Printer Assignments (26:17)
      • Permission Groups and Document Types (26:24)
      • Using new filter on Stock on Hand report to find negative quantities (28:14)
    • Inventory Valuation (30:38)
  • Order Processing Reports (32:40)
    • Order Cancellation Report (32:58)
    • Sales Invoice Summary Chart (33:50)
    • Open Orders (35:25)
    • Backorder by Product (37:01)
    • Completed Orders (38:28)
    • Scheduled Orders (39:15)
    • Product by Product Class (39:35)
    • Commission (40:32)
      • Invoiced amount, margin, and profit percent – no commission percents
      • Export report (41:48)
    • Commission on Paid Invoices (43:19)
      • Invoices with a balance of zero
  • Purchasing Reports
    • Product List by Vendor (43:40)
    • Completed Purchase Order Analysis (44:16)
  • Live Questions
    • Can you find out the stock on hand for a product as of a specific date? (45:35)
    • How do you create a favorites folder in the Report Catalog? (46:05)
    • Can the font in a report be changed? (46:43)
    • Can you rename a folder in the Report Catalog? (47:15)
    • Are there any shipping reports? (47:55)
    • Can we change the Monthly Demand report to show Description rather than Product ID? (48:40)
Webinars
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