Reports and analytics
Reports List
109 reports, computed live from the ledger and transaction data.
Financial22
- Balance Sheet
- Comparative balance sheet
- Income statement
- Comparative Income Statement
- Budget income statement
- Budget vs. actual
- Cash Flow Statement
- Cash statement
- Trial Balance
- General ledger
- GL audit numbering
- Reconciliation
- Entity summary
- CTA balance audit
- Income by period
- Transaction detail
- Realized exchange rate gains and losses
- Unrealized exchange rate gains and losses
- Amortization forecast
- Deferred / capitalized expense
- Deferred expense waterfall
- Deferred expense rollforward
Forecast21
- Forecast by customer
- Forecast (Outstanding) by customer
- Forecast by item
- Forecast by sales rep
- Calculated forecast by sales rep
- Forecast by status summary
- Forecast accuracy
- Forecast vs. quota
- Forecast vs. quota by class
- Forecast vs. quota by department
- Forecast vs. quota by location
- Pipeline by customer
- Pipeline by sales rep
- Pipeline by status summary
- Total pipeline by customer
- Total pipeline by sales rep
- Total pipeline by statuses summary
- Total open opportunities
- Opportunities won
- Opportunities lost
- Opportunities to close
Inventory17
- Inventory Revenue Summary
- Inventory valuation
- Current inventory snapshot
- Physical inventory worksheet
- Stock ledger
- Inventory activity detail
- Inventory back order report
- Sales back order report
- Inventory profitability
- Inventory turnover
- Items pending fulfillment
- Sales orders pending fulfillment
- Shipping report
- Transfer order register
- Open return authorizations
- Return authorizations register
- Return authorizations pending receipt
Payables11
Payroll and HR2
Receivables7
Sales29
- Sales by Sales Rep Report
- Sales by customer
- Sales by item
- Sales by historical team
- Sales by historical team (Transaction date)
- Sales by lead source
- Sales by paid keyword
- Customer profitability
- New customer sales
- New customer sales orders
- Sales orders register
- Open sales orders
- Sales orders by customer
- Sales orders by item
- Sales orders by sales rep
- Sales orders by partner
- Sales orders by historical team
- Sales orders by historical team (Transaction date)
- Quotes register
- Total open quotes
- Open quotes by lines
- Quotes to close
- Sales activity by customer
- Sales activity by sales rep
- Customers by sales rep
- Customers by territory
- Lead source analysis
- Gross lead source analysis
- Prospect analysis