Reports > Reports Module - Current Reports

Overview:

This document summarizes the default Management reports menu and the function of each report.

The ‘Management Reports’ module.

1. Quote Activity

Password protected report, generated by date. Displays all quotes and enables filtering for a detailed listing of quotes by Date, Employee, Client Code, and won or lost.

2. Sales Order Intake

Password protected report, generated by date. Displays all order details and amounts that can be filtered for a more detailed listing of orders for the selected period. The window has additional drop-down menus to further filter the details for the report. This report window also has additional tabs for further information-see below:

A. Sub Total by sales ID or Employee

B. Compressed report of totals by the date /day of entry

C. Items – will show a list of parts codes included in the orders

3. Production Order Profit

Password protected report, generated by date - Selection required for Order Date or Despatch Date, also ‘All’ orders or fully despatched or partially despatched orders. Displays all orders entered in that date range comparing order amount with costs of production, estimated hours to used hours, also estimated materials and materials used. The data can be filtered by utilising any of the tick boxes and/or drop-down menus.

4. Despatch Value

Password protected report, generated by date. This window displays all orders, client code, job description, the despatch number and date, also the invoiced value and number.

5. Invoice Value

Password protected report, generated by date. Displays order details and value which can be filtered for a detailed listing of orders invoiced. There is additional drop down menus to further filter the report. This report window also has additional tabs for further information-see below:

A. Sub Total – sorts displayed data by Employee, Division and Client invoices

B. Compressed report of totals by the date /day of entry

C. Items – will show a table by month of the part qty’s invoiced

6. WIP Valuation

This Report will display all purchased and issued Material and Labour time used up to a selected date. WIP Data will only contain Material and Labour details up to 2 years old. This report is Not password protected.

7. KPI Activity – Summary (previously Company Month Data – Report)

Password protected report, generated by month that summaries daily order intake, despatches, invoices and quotes entered on that day. Each entry on any given day can be drilled into to provide specific activity. The screen also provides quick access to the dollar value of remaining production orders

8. Client Total

Password protected report, that selects all the invoices for a selected period. This data can be viewed or printed to a report by the total amount of the invoices for the clients, or select a client to display all the invoices for the period for that client. The invoices can also be viewed by Division, the Sales ID code, or Employee Code.

9. Supplier Total

Password protected report, that selects all the purchase orders for a selected period. This data can be viewed or printed to reports by the total amount of the purchase orders for the suppliers, or select a supplier to display all the purchase orders for the period for that supplier. The purchase orders can also be viewed by the Material Details, or Employee Details.

D. Performance – DIFOT (Delivery In Full On Time)(previously ‘Despatch Performance – Report’)

Password protected report, generated by date, select the type of order, production of client.

The report is designed to evaluate the total time taken to enter, make and despatch an order against the due date for that order.

E. Performance - Lab. Efficiency

Password protected report, generated by date. This window will display a summary of total labour times for each workcenter where an order has been fully despatched within the selected period. Drill down on the workcenter to show the specific job ticket details

Last Revised: 22/11/2011 SJ