Index to Reports Tabs
The following reports are organized according to the tab and the header under which they appear in the Index to Reports. (These reports are organized alphabetically in the Alphabetical Reports List.)
To view a sample of a report, along with a brief description of the report contents, click on the report’s name in the list:
Accounts Tab
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Accounts
Accounts List [Summary] report
Accounts List [Detail] report
Account Transactions report
Account History report
Balance Sheet
Balance Sheet report
Balance Sheet [Spreadsheet] report
Balance Sheet Multi-Year Spreadsheet report
Balance Sheet [Last Year Analysis] report
Balance Sheet [Budget Analysis] report
Balance Sheet [Budget Analysis] report
Profit & Loss
Profit & Loss Statement report
Profit & Loss Statement [Spreadsheet] report
Profit & Loss [Budget] report
Profit & Loss [With Year to Date] report
Profit & Loss [With Last Year] report
Profit & Loss Multi-Year Spreadsheet report
Profit & Loss [% Sales Analysis] report
Profit & Loss [Last Year Analysis] report
Profit & Loss [Budget Analysis] report
General Ledger Trial Balance
Summary Trial Balance report
Detail Trial Balance report
Currency
Currencies List report
Currency Realized Gain/Loss report
Currency Unrealized Gain/Loss report
Exceptions
Inventory Value Reconciliation Exceptions report
Payables Reconciliation Exceptions report
Receivables Reconciliation Exceptions report
Payroll Liabilities Reconciliation Exceptions report
Future Dated Transactions report
Prepaid Transactions report
Deposit Transactions report
Transaction Journals
General Journal report
Jobs
Job Activity Summary report
Job Activity Detail report
Job Budget History report
Job History report
Job Transactions Detail report
Job Transactions Summary report
Job Exceptions [Cash Transactions] report
Job Exceptions [Invoice Transactions] report
Job Profit & Loss Statement report
Job Reimbursable Expenses report
Jobs [Budget Analysis] report
Jobs List (Summary) report
Jobs List (Detail) report
Categories
Category Activity [Summary] report
Category Activity [Detail] report
Category Transactions report
Category Profit & LossStatement report
Category Balance Sheet report
Category Trial Balance [Summary] report
Category Trial Balance [Detail] report
Category History report
Categories List report
Departments
Department List report
Department Activity [Summary] report
Department Activity [Detail] report
Department History report
Department Transactions report
Department Profit & LossStatement report
Audit Trail
Recurring General Journal Entries report
Session Report
Business Insights
Gross Profit Margin Ratio report
Operating Profit Ratio report
Net Profit to Sales Ratio report
Accounts Receivable Days report
Accounts Payable Days report
Inventory Turnover Days report
Current Ratio report
Profitability Ratios report
Recurring Transactions
Recurring General Journal Entries report
Recurring Transfer Money Entries report
Recurring Transactions List report
Mileage
Vehicle List report
Mileage Rate report
Vehicle Mileage Log [Summary] report
Vehicle Mileage Log [Detail] report
Employees Mileage Log [Summary] report
Employee Mileage Log [Detail] report
Banking Tab
Check
s & Deposits
Bank Register report
Bank Deposit report
Undeposited Funds report
Electronic Payments Register report
Unprocessed Electronic Payments report
Reconciliation Report
Statement of Cash Flow report
Cash Flow Analysis report
Transaction Journals
Cash Disbursements Journal report
Cash Receipts Journal report
Recurring Transactions
Recurring Checks report
Recurring Deposits report
Recurring Transactions List report
To Do List
To Do List - Recurring Banking Transactions report
Sales Tab
Profit Analysis
Profit Analysis - Item Summary report
Profit Analysis - Item Sales Summary report
Profit Analysis - Item Sales Detail report
Profit Analysis - Activity Summary report
Profit Analysis - Activity Sales Summary report
Profit Analysis - Activity Sales Detail report
Profit Analysis - Customer Summary report
Profit Analysis - Customer Sales Summary report
Profit Analysis Customer Sales Detail report
Receivables
Aged Receivables [Summary] report
Aged Receivables [Detail] report
Receivables Reconciliation [Summary] report
Receivables Reconciliation [Detail] report
Receivables with Tax report
Item
Sales [Item Summary] report
Sales [Item Detail] report
Analyze Sales [Item] report
Analyze Sales [Item - FY Comparison] report
Analyze Sales [Item Spreadsheet] report
Kit
Profit Analysis Kit Summary report
Sales [Kit Summary] report
Sales [Kit Detail] report
Analyze Sales [Kit] report
Analyze Sales [Kit - FY Comparison] report
Analyze Sales [Kit Spreadsheet] report
Activity
Sales [Activity Summary] report
Sales [Activity Detail] report
Analyze Sales [Activity] report
Analyze Sales [Activity - FY Comparison] report
Analyze Sales [Activity Spreadsheet] report
Lead
Lead Quote Summary report
Lead Quote Detail report
Lead Source [Sales] report
Customer
Sales [Customer Summary] report
Sales [Customer Detail] report
Sales History by Customer report
Analyze Sales [Customer] report
Analyze Sales [Customer - FY Comparison] report
Analyze Sales [Customer Spreadsheet] report
Customer Payments [Closed Invoices] report
Customer Reimbursable Expenses report
Customer Ledger report
Salesperson
Sales [Salesperson Summary] report
Sales [Salesperson Detail] report
Sales History by Salesperson report
Analyze Sales [Salesperson] report
Analyze Sales [Salesperson - FY Comparison] report
Analyze Sales [Salesperson Spreadsheet] report
Customer Payments [Salesperson] report
Sales Register
Sales Register [All Sales] report
Sales Register [Closed Invoices] report
Sales Register [Open Invoices and Orders] report
Sales Register [Quotes] report
Sales Register [Returns & Credits] report
Sales Tax
Sales Tax Sales Tax [Summary] report
Sales Tax [Summary - Cash] report
Sales Tax Sales Tax [Detail] report
Sales Tax Sales Tax [Detail - Cash] report
Tax Amount Variance report
Tax Code List report
Commissions
Commission [Salesperson Summary] report
Commission [Salesperson Detail] report
Commissions Rate Level [Summary] report
Commission Rate Level [Detail] report
Commission Rate Level - Card Detail report
Commission [Paid] report
Commission [Earned] report
Other Sales Reports
Invoice Transactions report
Progress Billing Transactions report
Referral Source report
Retainers, Escrows & Trusts List
Retainer, Escrow & Trust Transactions
UPS Shipments report
Transaction Journals
Sales & Receivables Journal report
Recurring Transactions
Recurring Sales Transactions report
Recurring Transactions List report
To Do List
To Do List - Receivables report
To Do List - Recurring Sales report
To Do List - Orders to be Shipped/Received
To Do List - Retainers report
Time Billing Tab
Activity Log
Activity Log - Detail report
Activity Log - Diary report
Activity
Activity Slip [Activity Summary] report
Activity Slip [Activity Detail] report
Customer
Activity Slip [Customer Summary] report
Activity Slip [Customer Detail] report
Employee
Activity Slip [Employee Summary] report
Activity Slip [Employee Detail] report
Job
Activity Slip [Job Summary] report
Activity Slip [Job Details] report
Productivity
Hourly Productivity [Summary] report
Hourly Productivity [Detail] report
Other Time Billing Reports
Activities List report
Rate Exceptions report
Unprocessed Activity Slips report
Billing Rate Levels Reports
Billing Rate Level [Summary] report
Billing Rate Level [Detail] report
Billing Rate Level - Card Detail report
Purchases Tab
Payables
Aged Payables [Summary] report
Aged Payables [Detail] report
Payables Reconciliation [Summary] report
Payables Reconciliation [Detail]
Payables with Tax report
Item
Purchases [Item Summary] report
Purchases [Item Detail] report
Analyze Purchases [Item Spreadsheet] report
Vendor
Purchases [Vendor Summary] report
Purchases [Vendor Detail] report
Analyze Purchases [Vendor] report
Analyze Purchases [Vendor FY Comparison] report
Analyze Purchases [Vendor Spreadsheet] report
Vendor Ledger report
Purchase Register
Purchases Register [All Purchases] report
Purchases Register [Closed Bills] report
Purchases Register [Open Bills and Orders] report
Purchases Register [Quotes] report
Purchases Register [Returns & Debits] report
Payments
Vendor Payment History report
Vendor Payments report
1099 Vendor Payment Summary report
1099 Vendor Payment Detail report
1099 Final Information report
Other Purchase Reports
Bill Transactions report
Purchase History by Vendor report
Transaction Journals
Purchase & Payables Journal report
Recurring Transactions
Recurring Purchase Transactions report
Recurring Transactions List report
To Do List
To Do List - Payables report
To Do List - Recurring Purchases report
To Do List - Expiring Discounts
Payroll Tab
Payroll Categories
Reports List
Payroll Summary report (Payroll Categories)
Employees
Employee Payroll List report
Payroll Activity [Summary] report
Payroll Activity [Detail] report
Payroll Register [Summary] report
Payroll Register [Detail] report
Payroll Earnings report
Timesheets report
Unprocessed Timesheets report
Employer
Accruals
Accrual Balance [Summary] report
Accrual Balance [Detail] report
Payroll Liabilities
Payroll Liabilities by Category report
Liabilities Payment Register Detail report
Tax & Compliance
940 Report
941 Report
Tax Detail [Employee] report
Tax Liabilities report
Quarterly Tax Totals report
Transaction Journals
Payroll Journal report
Recurring Transactions
Recurring Pay Details report
Inventory Tab
Items
Items List Summary report
Items List Detail report
Items Register Summary report
Items Register Detail report
Item Transactions report
Inventory Value Reconciliation report
Analyze Inventory Summary report
Analyze Inventory Detail report
Auto-Build report
Kit Details report
Inventory Count Sheet
Item Sales History report
Pricing
Reports List
Price Detail report
Price Analysis report
Transaction Journals
Inventory Journal report
Locations
Reports List
Items Location Summary report
Item Movement report
Serial Numbers
Serial Number Transactions report
Active Warranties report
To Do List
To Do List - Items to Reorder or Build report
Card File Tab
Cards
Card List [Summary] report
Card List [Detail] report
Address List report
Card Transactions report
Reminders report
Identifiers report
Leads
Lead Source [Card File] report
Lead Status report
Lead Aging report
Lead Conversion report
To Do List
To Do List - Overdue Reminders report
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