Sales Accounting/Financial Reports
Job Accounting/Financial Reports
Inventory Accounting/Financial Reports
Click the link at the bottom of the page download the Report Summary Guide.
|
Displays a view of action status within the selected timeframe, enabling managers to track completions and uphold employee accountability. |
|
|
Detailed listing of all tracked issues within a specified date range. |
|
|
Displays the duration between different job statuses, enabling users to assess lead times and view average timelines within the specified date range. |
|
|
Displays the duration between the start and final actions selected, enabling users to gain insights into the time it takes to complete specific actions. |
|
|
Helps you stay on top of jobs that may be falling behind schedule by viewing the actions designated as 'Red Flags'. |
|
|
Displays all jobs that are currently in the Accepted status or later but remain incomplete and have no pending actions. |
|
|
Presents an overview of all pricing overrides by job and area within the specified date range. |
|
|
Serves as a tool for tracking and measuring the time it takes for users to complete specific actions. |
|
|
Displays various metrics such as revenue, margin, square footage, and waste, enabling a full analysis of each job's performance. |
|
|
Provides projected revenue, margin, and margin percentage for quoted jobs within the specified date range. |
|
|
Provides a summary of all jobs within the desired date range and status, grouped by Dealer/Account. |
|
|
Displays the same information as the Job Cost – Projected report but organizes jobs by Dealer/Account and provides an estimated margin percentage for each Dealer/Account. |
|
|
Offers an overview of all pending actions that are open and past due. |
|
|
Enables users to measure Octane for each job within a specified date range, sorted by Dealer/Account. |
|
Presents a detailed overview of the estimate or proposal. |
|
|
Itemizes taxes separately from the total Estimate amount. |
|
|
Provides a simplified version of the Estimate report by omitting alternative materials and alternative edges from the view. |
|
|
Eliminates the grand total amount of the estimate from the bottom of the proposal. |
|
|
Groups line items by SKU Class and, if pricing is displayed, shows only the total for each group rather than individual line-item prices. |
|
|
Displays the estimate, job drawing, and fabrication layout together. |
|
|
Serves as the Final Estimate or Contract where clients acknowledge their acceptance of the final price. |
|
|
Allows you to compare one Estimate revision to another by displaying a line-by-line comparison. |
|
Offers a breakdown of revenue totals based on user roles. |
|
|
Displays the revenue generated by each Account/Dealer. |
|
|
Offers an overview of the installed jobs categorized by Account/Dealer and includes percentage of revenue generated by each account. |
|
Displays the customer information in the header of the report but allows the user to customize the messaging within the report body. |
|
|
Provides an overview of all the key job details for the selected project. Primarily used by the template and install teams. |
|
|
Serves as an alternative version of the standard Job Site Details report, specifically designed to accommodate a larger drawing view. |
|
|
Offers an overview of all active jobs, organized by their current status, enabling users to monitor progress and ensure timely completion. |
|
|
Provides an overview of active jobs organized by Partner/Dealer, ideal for users targeting specific partner-related job tracking and management. |
|
|
Displays a grid of all completed actions on the job. |
|
|
Displays all associated inventory items assigned to a particular job. |
|
Displays the Invoice for the job. |
|
|
Separates the tax amount from the rest of the charges. |
|
|
Provides the deposit amount that is required to initiate and accept the order. |
|
|
Provides an overview of all areas of the job, including payments made towards the job. |
|
|
Displays overview of all payments received through the Basys integration, sorted by Dealer/Account. |
|
|
Provides a view of all jobs that have been accepted after the selected date but have not yet been invoiced. |
|
|
Displays all payments received during a specific time frame, grouped by Account/Dealer. |
|
|
Provides payments received within a specific time frame grouped by Role. |
|
|
Provides a view of active jobs within the designated date range, including payments and amount due organized by Account/Dealer. |
|
|
Displays active jobs within the designated date range, including payments and amount due organized by Sales Rep. |
|
|
Serves as an internal tool for management, providing a view of the costs and revenue associated with each line item of a job. |
|
Displays jobs successfully exported to QuickBooks within the specified install date range, sorted by Account/Dealer. |
|
|
Presents users with a view of all payments made within the specified date range, including the date they were exported into QuickBooks. |
|
|
Delivers a list of all inventory items grouped according to the Inventory Mapping Field in ActionFlow, which directly relates to the Inventory Item/Inventory Part Type in QuickBooks. |
|
Organized by date and installer, this report offers a snapshot of the number of parts (tops) associated with each job, ensuring accurate and efficient loading of trucks for the day. |
|
|
Displays the install schedule, sorted by date. |
|
|
Provides a more detailed install schedule, sorted by install date. Displays details including number of pieces, square footage, and any additional items. |
|
|
Provides users with a summary of the day's jobs for each template and installer. |
|
|
Exclusively made for users our Fab Scheduler, this report displays the schedule by color instead of job, sorted by fabrication station. |
|
|
Provides an overview of jobs in production, sorted by target date. |
|
|
Provides a view of all jobs currently in production within the specified date range, organized and sorted by station. |
|
Displays all jobs that have been templated within the specified date range, sorted by templater. |
|
|
Displays the completed installs within a specified date range, sorted by installer. |
|
|
Displays completed installs along with the address, revenue, payments and balance due for each job. |
|
Displays information important for production. |
|
|
Functions identically to the standard Shop Details report but is optimized for landscape orientation, offering a wider view of the pertinent job details. |
|
|
Displays the fabrication layout for the job. |
|
|
Displays the fabrication layout across multiple pages, with each page dedicated to a specific slab. |
|
|
Displays the project layout for the selected customer. |
|
|
Presents a combined view of the project layout and fabrication layout, conveniently consolidated into a single, user-friendly report. |
|
|
Provides a convenient way to identify all jobs where the material is already present but have not yet been fabricated. |
|
|
Displays the DXF drawing which has been imported into the area of the job. |
|
|
Displays the drawing that has been uploaded within the Area Module of a specific job. |
|
|
Generates a dedicated label for each part/top on the fabrication layout. |
|
|
Generates landscape-oriented labels for each top on the fabrication layout. |
|
|
Produces labels measuring 3" x 1" for each part/top on the fabrication layout. |
|
|
Produces labels measuring 4†x 2†for each part/top on the fabrication layout. |
|
Lists all in-stock items organized by SKU Class, enabling efficient inventory management. |
|
|
Offers a view of available inventory for the selected color. |
|
|
Provides an overview of the slabs or items required for selected job. |
|
|
Provides an overview of upcoming jobs, sorted by material. |
|
|
Provides a view of inventory items that have a minimum stock quantity associated with them. Shows surplus inventory so you can easily identify what needs to be ordered. |
|
|
Operates similarly to the standard Inventory Alerts report but displays non-serialized inventory items. |
|
|
Displays waste totals and percentages within a specified date range, organized by color. |
|
|
Provides a detailed list of items to be ordered from your supplier. |
|
|
Offers the same information as the standard Purchase Order report but includes the ActionFlow Item Number for each item. |
|
|
Includes pricing and sizes for each item listed on your order. |
|
|
Displays pricing information, the ActionFlow Item # and the Vendor Item # for each item on your order. |
|
|
Displays the listing of slabs that are scheduled to arrive on the truck for the selected order. |
|
|
Provides a listing of all tagged items sorted by color. |
|
|
Displays all tagged items sorted by customer. |
|
|
Displays all tagged items, sorted by job number. |
|
|
Functions similarly to the Sinks By Install Date report, but displays sinks allocated for jobs based on the selected template date range. |
|
|
Provides an overview of all sinks assigned to each job, organized by their installation dates. |
|
|
Provides an overview of all available, tagged, and sold slabs that are awaiting payment, organized by supplier. |
|
Offers a detailed breakdown of the cost of goods sold, conveniently sorted by SKU Class within the specified date range. |
|
|
Displays cost of goods sold within the specified period sorted by SKU Class. |
|
|
Provides an overview of inventory adjustments and values within the specified period, organized by SKU Class. |
|
|
Provides an expanded view of the Inventory Financial Summary report by including modifications to inventory levels since the last reporting period. |
|
|
Provides an expanded view of the Inventory Financial Summary report by including a detailed account of any modifications to inventory levels since the last reporting period.
|
|
|
Offers an overview of inventory levels and values as of a specified date, conveniently organized by SKU Class. |
|
|
Displays quantity, cost, and value for non-serialized items in your inventory, organized by SKU Class. |
|
|
Provides a breakdown of the revenue generated by each color. |
|
|
Provides an overview of all slabs cut within a specified date range. |
|
|
Provides an overview of all outstanding materials that have not yet been paid for. |
|
|
Presents a list of all slabs that have been cut or installed but are still pending payment. |
|
|
Provides an overview of open invoices organized by vendor. |
|
Generates individual barcodes measuring 3" x 1". |
|
|
Creates individual barcodes measuring 4" x 2". |
|
|
Generates individual barcodes measuring 4" x 5/8". |
|
|
Generates individual barcodes measuring 4" x 1/2". |
|
|
Produces individual barcodes in a vertical orientation measuring 1" x 3". |
|
|
Produces individual barcodes 5/8" x 3" in a vertical orientation. |
|
|
Produces a list of barcodes for efficient slab tracking during receipt or transfer. |
|
|
Creates individual barcodes for each location within your facility. |
|
Created for commercial projects, this generates a single, consolidated estimate which displays pricing details for multiple jobs or phases. |
|
|
A tool for quoting commercial projects, providing a detailed breakdown of all line items associated with each job. |
|
|
Consolidates multiple jobs into a single invoice for commercial projects. |
|
Designed for users utilizing our multi-facility feature, this mirrors the Active Jobs report but adds the ability to filter by facility. |
|
|
Specifically designed for clients who utilize our multi-facility option and functions similarly to the Job Cost - Actual report. |
|
|
Tailored for clients using our multi-facility feature, this report displays templated jobs within the specified date range. |
|
|
Designed specifically for clients using our multi-facility option and provides an overview of completed installs within the specified date range. |
|
|
Specifically designed for clients utilizing our multi-facility option, this report provides all the information that the standard Red Flags report offers, but also includes the fabrication facility details. |
|
|
For clients utilizing our multi-facility option. Provides an overview of inventory levels and values as of a specified date, organized by SKU Class and facility. |
|
|
Specifically designed for clients utilizing the multi-facility option, this provides an overview of tagged items sorted by job number. |
|
|
Made for clients using the multi-facility option, this provides a list of inventory items scheduled for transfer from one facility to another. |