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