| Collection | Name | Description |
| A/R | A/R Account Activity | Shows all activity for the selected customer's account for the date range specified. |
| A/R | A/R Account Balances | View aged balances per account of all posted items, as of the specified date, filtered and grouped ... |
| A/R | A/R Account Summary | Shows a summary of statements and payments for the selected customer's account for the date range s... |
| A/R | A/R Adjustments | View A/R Adjustments by Store then by Billing Group for specified date range. |
| A/R | A/R Adjustments By Reason | Shows all adjustments to customer accounts, grouped by reason. |
| A/R | A/R Checks Posted | Shows checks taken on account during the specified date range. |
| A/R | A/R Credit Limits | View customers with credit limits |
| A/R | A/R Customers | View A/R customers by Store
|
| A/R | A/R Customers - Inactive | View A/R customers marked inactive by store
|
| A/R | A/R Customers by Payment Precedence | A/R customers listed in groups by the Payment Precedence setting. |
| A/R | A/R Customers by Statement Destination | Displays all active A/R customers by statement destination (Print/Email .doc/.pdf/.htm). Grouped by... |
| A/R | A/R Customers With CCOF | Shows all customers that have an account and a credit card on file, grouped by precedence. |
| A/R | A/R Customers with Expired/Declined CCOF | Shows expired cards and declined credit card transactions for the specified store, billing group an... |
| A/R | A/R Customers Without a Billing Group | Shows all A/R customers who are not assigned to a billing group, sorted and grouped by store. |
| A/R | A/R Customers Without CCOF | Shows all customers that have an account and do not have a credit card on file, grouped by preceden... |
| A/R | A/R Daily Balancing | Shows starting A/R balances + charges - credits for each day of the specified month. |
| A/R | A/R Disabled | View customers with a disabled A/R account |
| A/R | A/R Invoices Due | View A/R invoices due |
| A/R | A/R Invoices Paid | View A/R invoices paid |
| A/R | A/R Invoices Posted | View invoices posted |
| A/R | A/R Invoices Posted - RQ | Shows invoices and adjustments posted to customer accounts for the selected stores and date range, ... |
| A/R | A/R Manual Adjustments | Shows all manual A/R adjustments for the selected store(s) and dates. Manual adjustments are not l... |
| A/R | A/R Masters with Sub Accounts | Lists all A/R sub accounts for each A/R master account |
| A/R | A/R Open Invoices | View detail of open invoices, adjustments, and credits per account, as of the specified date, and f... |
| A/R | A/R Overdue 120+ | Shows balances over 120 days due for the master accounts of the selected store(s). |
| A/R | A/R Overdue 31-60 | Shows balances over 30 days due for the master accounts of the selected store(s). |
| A/R | A/R Overdue 61-90 | Shows balances over 61-90 days due for the master accounts of the selected store(s). |
| A/R | A/R Overdue 91-120 | Shows balances between 91 and 120 days overdue for the master accounts of the selected store(s). |
| A/R | A/R Payments Due | View aged balances per account of all billed items, as of the specified date, filtered and grouped ... |
| A/R | A/R Payments Posted | Shows payments taken on account during the specified date range. |
| A/R | A/R Payments Posted - RQ | Shows payments taken on account during the specified date range. |
| A/R | A/R Posted Orders Feed | Lists A/R transactions (Invoice, Amount, etc) posted by store and date range. |
| A/R | A/R Summary 120+ | Shows balances over 120 days due for the master accounts of the selected store(s). |
| A/R | A/R Summary 30+ | Shows balances over 30 days due for the master accounts of the selected store(s). |
| A/R | A/R Summary 60+ | Shows balances over 90 days due for the master accounts of the selected store(s). |
| A/R | A/R Summary 90+ | Shows balances over 90 days due for the master accounts of the selected store(s). |
| A/R | A/R Total Due | View total amounts due per account |
| A/R | ACH Customers | List of ACH customers by store. |
| A/R | ACH Payments | Lists all ACH Payments to A/R for the selected date range. |
| Adjustments | Coupons | Show coupons applied to orders. "Pickup?" column indicates a coupon added within 15 minutes of the... |
| Adjustments | Coupons (Select List) | Show coupons applied to orders. "Pickup?" column indicates a coupon added within 15 minutes of the... |
| Adjustments | Coupons by Clerk (Cash Pickups) | Displays all orders with cash pickups and coupons applied within 15 minutes of the order having bee... |
| Adjustments | Coupons By Description - Visit Totals | Shows coupons applied to orders, grouped by coupon description and customer visit. Total pieces an... |
| Adjustments | Coupons from Customer Rewards | Displays all coupons awarded from Customer Rewards. |
| Adjustments | Coupons from Monthly Rewards | Displays all coupons awarded from Monhtly Rewards. |
| Adjustments | Coupons Summary | Renders a coupon summary report (containing totals for all coupons, but no detail). |
| Adjustments | Coupons Summary - OTS | Displays summary totals for On The Spot (OTS) coupons for the selected date range, grouped by store... |
| Adjustments | Coupons Summary (Select List) | Renders a coupon summary report (containing totals for all coupons, but no detail). |
| Adjustments | Discount Totals | Shows discount totals for the selected stores and date range, grouped by discount group. |
| Adjustments | Discount/Coupon Activity (By Customer) | Shows a list of all discounted or couponed invoices for the specified customer and date range. |
| Adjustments | Discount/Coupon Summary | Shows a sum of coupon and discount amounts by department group for the selected stores and date ran... |
| Adjustments | Discounts | Discounts listed by customer name |
| Adjustments | Discounts by Customer | Discounts listed by customer name |
| Adjustments | Discounts by Date | Discounts listed by date range |
| Adjustments | Discounts by Description | Discounts listed by type or description |
| Adjustments | Discounts by User | Discounts listed by user |
| Adjustments | Imported Coupons Redeemed by Date | Displays all imported coupons that were redeemed in the given date range. Grouped by store and coup... |
| Adjustments | Item Adjustments by Customer | Item Adjustments by customer name and date range |
| Adjustments | Item Adjustments by Date | Item Adjustments by date range |
| Adjustments | Item Adjustments by Description | Item Adjustments by description and date range |
| Adjustments | Item Adjustments by User | Item Adjustments by user and date range |
| Adjustments | Order Adjustments by Customer | Order Adjustments listed by customer name |
| Adjustments | Order Adjustments by Date | Order Adjustments by date range |
| Adjustments | Order Adjustments by Description | Order Adjustments listed by type or description |
| Adjustments | Order Adjustments by User | Order Adjustments listed by user |
| Adjustments | Priced Modifiers By Date | Shows all orders with priced modifiers that were marked in during the specified date range. |
| Adjustments | Voided Items | Voided items |
| Adjustments | Voided Items (Select Customer) | Shows all voided items during the selected date range for the selected customer. |
| Adjustments | Voided Orders | Voided orders |
| Adjustments | Voided Orders (Select Customer) | Shows all voided orders for the selected customer during the selected date range. |
| Adjustments | Zero Discount Coupons | Coupons that were applied to invoices but did not result in a discount. |
| Adjustments | Zero Discount Coupons (Select List) | |
| Alterations | Alterations By Date | Shows alterations added to orders for the specified date range. |
| Alterations | Alterations By Date - Pickup | For the selected stores, shows alterations belonging to orders picked up during the specified date ... |
| Alterations | Alterations By Date - Rack | For the selected stores, shows alterations belonging to orders racked during the specified date ran... |
| Cash Credit | Cash Credit Activity | View cash credits issued and used for a given date range. |
| Cash Credit | Cash Credit Customers | List customers with available cash credits
|
| Cash Credit | Cash Credits Awarded by Reason | List cash credits awarded for a date range, grouped by reason. |
| Cash Credit | Cash Credits Awarded from FB | Frequent Buyer awards to Cash credits, listed by date and customer. |
| Cash Credit | Cash Credits from Customer Rewards | Shows automatic cash credits awarded within the given date range because a customer reached the rew... |
| Cash Credit | Cash Credits Used by Date | List cash credits used by date range
|
| Conveyor | Conveyor - Orders Assembled | Lists orders assembled by date range and conveyor, lists in order of the time of the assembly event. |
| Conveyor | Conveyor Waiting Items | Lists orders that are at least partially currently loaded on the selected conveyor, promised by the... |
| Conveyor | Conveyor Waiting Items - List | |
| Conveyor | Conveyor Waiting Items (Crossover) | Lists orders that are at least partially currently loaded on more than one conveyor, promised by th... |
| Conveyor | Kiosk - Dropoffs by Date | List orders dropped off via 24 hour kiosk over the specified date range |
| Conveyor | Kiosk - Orders Picked Up | List all orders picked up by date range and store, through the store's kiosk. |
| Conveyor | Kiosk Dropoffs Not Detailed | Dropoffs created at a kiosk that are not yet detailed. |
| Conveyor | Kiosk Signups by Date | Customers that self-created at the kiosk |
| Conveyor | Partially Assembled Orders | Shows partially assembled orders with items and locations.
Please note this report will not funct... |
| Credit Card | All Cards on File | Displays each card on file for each customer. Results include enabled customers only. |
| Credit Card | CCOF Customers | View customers with credit card information on file |
| Credit Card | CCOF Disabled | List customers with a disabled CC on file (CCOF). |
| Credit Card | CCOF Expiration | View customers with expired credit cards as of a given month and year. **Note: Tokenized cards will... |
| Credit Card | Clearent Token Updates | Lists customers and card info for tokens that have been automatically updated by Clearent. Must be ... |
| Credit Card | Credit Card Adjustments | View credit card adjustment history by date range. |
| Credit Card | Credit Card Discrepancies | Shows all transactions between a date range sent to the credit card processor that do not have a co... |
| Credit Card | Credit Card Log | Display a list of credit card log entries for selected store and date range. |
| Credit Card | Credit Card Transactions | View credit card transaction history by date range. |
| Credit Card | Credit Card Transactions - Declined and Closed | Lists by date range (grouped by store) all credit card transactions declined then closed in the Pay... |
| Credit Card | Credit Card Transactions - Summary | Lists by store all credit card amounts totaled by credit card type. |
| Credit Card | Debit Card Transactions | View debit card transaction history by date range. This report only considers transactions for the ... |
| Credit Card | Declined CC Transactions | Shows declined credit card transactions for the specified date range. This will not include decline... |
| Credit Card | Declined CC Transactions (Route A/R Customers) | Shows declined credit card transactions of account customers on routes for the specified date range. |
| Credit Card | Pending CC Batch by Store | Lists all payments in the pending CC batch grouped by store. |
| Customer | All Enabled Customers | View all customers in "Enabled" status for the selected stores. |
| Customer | All Enabled Customers With Orders | View all customers for the selected stores that are in "Enabled" status and have at least one order. |
| Customer | Apology Letter | Single letter designed to be used with Customer CRM tab only |
| Customer | Autodial CRM Entries | Show Autodial CRM Entries within the selected date range. Grouped by call type, then by route if cu... |
| Customer | Callbacks by Type | View customers who have callbacks scheduled in the CRM. |
| Customer | Charity Donations | Displays donation amounts to charities for the stores and date range specified. These include sold... |
| Customer | Counter Customers | Shows all counter (non-route) customers |
| Customer | Counter Customers - Mailing Labels | Prints mailing labels for all counter (non-route) customers for the specified stores. |
| Customer | CRM Entries by Type | View CRM event entries by event type. The report will prompt for store(s) and date range. |
| Customer | Customer Birthdays | Shows customers who have a birthday in the specified date range for the selected stores. |
| Customer | Customer Feedback | Displays customer feedback from the web or mobile app. |
| Customer | Customer Initial Activity | Shows the date and visit amount of the first five visits for customers whose signup date is within ... |
| Customer | Customer Initial Activity - Extended | Shows the date and visit amount of the first 16 visits for customers whose signup date is within th... |
| Customer | Customer Initial Activity - Pickups | Shows the date and visit amount of the first five pickup visits (i.e., payments taken) for customer... |
| Customer | Customer Initial Activity - Store | Shows the date and visit amount of the first five visits for customers whose signup date is within ... |
| Customer | Customer Initial Activity (By Referral) | Shows the date and visit amount of the first five visits for customers whose signup date is within ... |
| Customer | Customer Invoice Detail | Shows a brief summary of sold invoices for the selected customer detailed during the specified date... |
| Customer | Customer Profiling | Presents customers who fall within a number of filtering mechanisms. This report is intended to be ... |
| Customer | Customer Referrals | Lists customers who have referred other customers through the Customer Referral feature. Store sele... |
| Customer | Customer Referrals (Award Coupon Based) | Lists customers who have referred other customers through the Customer Referral feature. Store sele... |
| Customer | Customer Reward Programs - Expired | Report lists expired customer rewards programs, as well as customers without a rewards program. |
| Customer | Customer Rewards By Date | Shows all customer rewards coupons awarded for the specified stores and dates. |
| Customer | Customer Shipments By Date | Shows customer shipments created in SPOT for the specified store(s) and date range. |
| Customer | Customer Visits | Shows customers with visits in the selected stores during the selected date range. Last 5 visit da... |
| Customer | Customers by Group | Displays all customers and the group they are assigned to. |
| Customer | Customers By Referral Source | Shows all customers that have the selected referral source who signed up in the given date range. |
| Customer | Customers By Status | Shows all customers that have the selected status. If the status chosen is "Sign-up" then a date r... |
| Customer | Customers by Type | List of customers grouped by account type with active status and store number |
| Customer | Customers Set Disabled | View customers in "Disabled" status for the selected stores. |
| Customer | Customers Set Disabled - Audit | View customers in "Disabled" status for the selected stores. Also shows last modified date with the... |
| Customer | Customers with Charity Program | Displays all customers assigned to a charity program. |
| Customer | Customers with Custom Fields | Shows all customers with custom fields and the values for those fields. |
| Customer | Customers with Custom Tax Authority | Shows all customers with a custom tax authority, including tax ID number and exempt status. |
| Customer | Customers With Custom Tax Entity | Shows all customers that have a custom tax entity set. |
| Customer | Customers With Memos | Shows all customers that have memos attached to their record. |
| Customer | Customers with Multiple Addresses | Displays all customers with multiple addresses. |
| Customer | Customers with Multiple Phone Numbers | Displays all customers with multiple phone numbers. The primary phone is listed in the grouping sec... |
| Customer | Customers with Ratings | All active cutstomers with a rating established. The report is grouped by store and sorted by "Rat... |
| Customer | Customers With Rewards Program | Shows customers assigned to selected rewards program(s) in selected store(s). An optional points b... |
| Customer | Department Usage By Customer | Shows the total pieces, price, and percentage breakdown by department of invoices detailed for each... |
| Customer | Discount Group Expiration | Shows all customers with discount groups that expire in the given date range. Grouped by Store and... |
| Customer | Discount Groups | List customers grouped by store and discount group. |
| Customer | DL Expiration | List customers with expired drivers license entries. |
| Customer | Duplicate Customers | Duplicate customer names in data base (includes all stores) with the count of duplicates. |
| Customer | Email - Customers with no Email Address | All "Active" customers that do not have an email address. Sorted by store Name and then by Route na... |
| Customer | Email - Duplicates | Customers with Duplicate emails |
| Customer | Email Address List - Invalid | List of all customers with an invalid email address. This includes all customer with out "@" or ".... |
| Customer | Email Address Updates | Shows customers for the selected stores who had email addresses added, updated, or removed during t... |
| Customer | Email Customers | Shows all customers with an email address by store. The 'Marketing' column will be N if the custome... |
| Customer | Email Customers (Legacy) | Lists all customers with a valid email address. |
| Customer | Email Special/Promotion Customers | All customers with an email address and email reminders "Special/Promotions" set to always. Inclu... |
| Customer | Emails Removed by Date | A list of all invalid emails that have been removed between the specified date ranges for the selec... |
| Customer | Frequent Buyer | List Frequent Buyer customers. |
| Customer | Frequent Buyer Points Adjustments | Shows adjustments to Frequent Buyer points for the selected stores and date range. |
| Customer | Heat Seal Customers (Disabled) | Lists Customers disabled for heat seal printing. |
| Customer | Heat Seal Customers (Enabled) | Lists Customers enabled for heat seal printing. |
| Customer | HSL by Customer | Displays all heat seals assigned to the selected customer. |
| Customer | HSL Cross-Customer Report | Displays all heat seals ever scanned for the selected customer that have been assigned to multiple ... |
| Customer | Inactive Customers | Display list of customers without a visit as of a given date. |
| Customer | Inactive Customers - Route, No Sales | List inactive Customers by Date based on signup sales, includes only those customers with no sales |
| Customer | Locker Customers | Lists all locker customers with Locker PINs. |
| Customer | Lost Tuna | Inactive Customers Report, based on absence after a specified level of business |
| Customer | Lost Tuna - Mailing Labels | Report of customers that have no activity since achieving a specified level of sales. |
| Customer | Marketing by Department | Displays customers who have had sales in the specified departments during the selected date range a... |
| Customer | Marketing Detail - Gold Customers | List Gold Customers as noted in the Marketing Summary report. |
| Customer | Marketing Detail - Lost Customers | List of customers Lost as noted in the Marketing Summary report |
| Customer | Marketing Detail - New Customers | List of New Customers as noted in the Marketing Summary report. |
| Customer | Marketing Summary | Prints a "Marketing Summary" report for the local store.
NOTE: New customers are only counted as... |
| Customer | Modified Customers | Lists all customers last modified during a specified date range. |
| Customer | New Customer Pickups - Date Range | New customers that have had a pick up in the selected date range. |
| Customer | New Customer Verification Report | Verify new customers in a date range have the proper information |
| Customer | New Customer w/ PU | New customers that have had a pick up. |
| Customer | New Customers | View new customers within a given date range. Customers will be included in the report even if they... |
| Customer | New Customers - Route | List new customers (by signup date, by route) |
| Customer | New Customers by Signup Origin - RQ | View new customers within a given date range, grouped by how they signed up. Customers will be incl... |
| Customer | Out of Pattern - Marketing Category | Lists customers whose activity within the selected marketing category falls outside their normal vi... |
| Customer | Out of Pattern - Visit | Lists customers whose activity within the selected date range falls outside their normal visit patt... |
| Customer | Price Table Usage | Report shows no customer detail just the number of customers assigned to a specific price table. |
| Customer | Price Tables Used | Display Customers grouped by Price Table sorted by name or with the number of customers by price ta... |
| Customer | Promotion / Coupon Reminder - Enabled | Customers with email address and Email with Coupons and Promotions reminder enabled. |
| Customer | Rolling Sales Report | Intended for Excel output only, shows by date range a list of customers with visit counts and sales... |
| Customer | SMS Conversations | Displays all SMS conversations for the selected stores. Conversations consist of a text sent/receiv... |
| Customer | SMS Conversations (Legacy) | Displays all SMS replies from customers within 16 hours of an SMS having been sent. This report is ... |
| Customer | SMS Enabled Customers | Customers currently opted in to receive SMS. Does not include customers with Disable All Marketing ... |
| Customer | SMS Opt In | Shows all active customers with a cell phone who have not opted into SMS notifications. Customers w... |
| Customer | Thank You Letter | Thank you letter to be run with customer CRM entry only |
| Customer | Top 100 Customers - Brands | This will get the top 100 customers for the selected stores and will display customer and sales inf... |
| Customer | Top 20% of Customers by Sales | Top 20% Customers by sales volume over a period of time. |
| Customer | Top 20% of Customers By Sales - Mailing Labels | Creates mailing labels for the customers that are the top 20% in sales for the specified date range. |
| Customer | Top 5% of Customers by Sales | Top 5% of Customers by sales volume over a period of time. |
| Customer | Top 50 Customers by Sales | View top 50 customers according to sales volume. |
| Customer | Top 50 Customers By Sales - Mailing Labels | Creates mailing labels of the top 50 customers by total sales dollars for the date range specified. |
| Customer | Top 50 Customers by Sales (Legacy) | View top 50 customers according to sales volume. |
| Customer | Top Customer - Definable | Top customers in a given date range based on Order Detail Dates. Use SPOTQuery to modify the % or ... |
| Customer | Top Customers by Visit Frequency | View top 50 customers according to visit count. |
| Customer | Top Customers With Sales Threshold | View customers with orders totaling over the specified amount for the specified date range, grouped... |
| Customer | Valued Customer Letter | Customers that have visited 5 times in the last 90 days. |
| Customer | VIP Customers | List and print VIP customers |
| Customer | VIP Customers - Mailing Labels | Prints mailing labels for all VIP customers with an address that belong to the selected stores. |
| Customer | We Miss You Letter | We miss you letter for customers that have not visited since the selected date range |
| Gift Cards | Gift Card Adjustments | Lists Gift Card Adjustments |
| Gift Cards | Gift Card Audit Trail | Displays all gift cards and the full audit trail behind them. |
| Gift Cards | Gift Card Liability | Displays total gift card liability (sum total for all gift cards). |
| Gift Cards | Gift Card Redemption | List gift card redemption by date range and store. |
| Gift Cards | Gift Card Voids | List gift card voids (cancelled transactions) |
| Gift Cards | Gift Cards Activated | Lists by store the gift cards activated |
| Gift Cards | Gift Cards Sold | Lists sold/incremented Gift Cards by date range, store. |
| Hotel | Hotel Billing Summary | Shows a summary billing line (orders, pieces, price, discount, net, tax, total) for each hotel that... |
| Hotel | Hotel Orders Due | Shows in-process orders promised for the selected hotel and date. |
| Hotel | Hotel Summary | Shows summary of hotel activity billed during the selected date range for the selected hotel, group... |
| Hotel | Valet Report | Shows tickets in detail or summary for the date range, store, route, group or customer specified wi... |
| Inventory | Change in Inventory | View incoming/outgoing changes to inventory for the current store within a specified date range. |
| Inventory | Current Inventory w/ Items | Displays all current inventory and items for the selected store(s). This report is designed to be e... |
| Inventory | Current Racked Inventory | Displays all currently-racked inventory for the selected store(s). Grouped by store and ordered by ... |
| Inventory | Incoming Inventory Summary - By Store | Shows incoming inventory value by store for the selected date range. Upcharges, alterations, voids... |
| Inventory | Inventory Balancing Summary (No Tax) | Shows changes in inventory value for each store over the date range specified. Inventory values do... |
| Inventory | Inventory Detail | Shows the individual invoices that make up the inventory balance in the current store as of the end... |
| Inventory | Inventory Summary (By Item) | Shows the total quantity and pieces of each item for invoices racked as of the specified cutoff dat... |
| Inventory | Invoices Without Customer Assignment | Show current invoices that are not assigned to a customer
FrankR 09-15-2014 |
| Inventory | Writeoffs By Date | Shows all invoices written off for the selected stores and date range. |
| Issues | Current Assignments by User | Lists all open issues by user assignment. |
| Issues | Issue Detail by Customer (Closed) | Displays closed issues for all customers in the selected stores for the given date range. |
| Issues | Issue Detail by Customer (Open) | Displays open issues for all customers in the selected stores. |
| Issues | Issue Detail by Garment (Closed) | Issue Detail grouped by garment type |
| Issues | Issue Detail by Resolution (Closed) | Displays closed issues for all customers in the selected stores for the given date range. Grouped b... |
| Issues | Issue Detail by Service (Closed) | Displays closed issues for all customers in the selected stores for the given date range. Grouped b... |
| Issues | Issue Detail by Service (Open) | Issue Detail for all open items |
| Issues | Issue Summaries (Closed) | Lists issue summary for all closed issues in the selected stores for the given date range. |
| Issues | Issue Summary by Fault and Fabric (Closed) | Lists issue summary for all closed issues in the selected stores for the given date range. Grouped ... |
| Issues | Issue Summary by Fault and Label (Closed) | Lists issue summary for all closed issues in the selected stores for the given date range. Grouped ... |
| Issues | Issue Summary by Store and Service Type (Closed) | Lists issue summary for all closed issues in the selected stores for the given date range. Grouped ... |
| Issues | Issues Closed by Store and User | Lists closed issues in the selected stores for the given date range. Grouped by store and user. |
| Issues | Issues Created by Store and User | Lists created issues in the selected stores for the given date range. Grouped by store and user. |
| Issues | Overdue Assignments by User | Overdue Assignments by Store and User |
| Locker | Locker Activity | Shows the main events for locker orders: the customer's pickup request, the collection by the drive... |
| Locker | Locker KPIs |
Shows key performance indicators for each locker bank/building, including total sales, sales per ... |
| Management | Campaign Results | Lists sales before, during and after campaign coupons issued for the given date range. User selects... |
| Management | Cash Drawer Discrepancies | Displays all cash drawer sessions in which the checkout date falls on a different calendar day than... |
| Management | Cash Drawer Summary | View transactions taking place during a specified day |
| Management | Cashout Summary (By Date) | View cashout summary by date range |
| Management | Cashout Summary (By Drawer) | View cashout summary by drawer |
| Management | Charity Activity | List customers by Charity Program with sales and charity donations by date range. |
| Management | Charity Contribution By Invoice | List Invoices by Charity Program with invoice amount and charity contribution by date range. |
| Management | Checks Received By Date | View checks received by store and date range. |
| Management | Clerk Productivity - By Hour | |
| Management | Customer Info Accuracy Rate | Shows the rate at which customers indicated that their contact information is correct on the printe... |
| Management | Customer Retention | Shows customer activity levels per monthly or weekly period (Active + New + Reactivated - Inactive)... |
| Management | Daily Report | Provides a daily snapshot of sales, payments, voids, price changes, etc. |
| Management | Daily Snapshot | Shows pre-tax incoming sales and pieces for all stores. |
| Management | Employees | List all employees. |
| Management | Employees by Status | List all employees with the selected status. |
| Management | Frequent Flyer Activity | List all customers with Frequent Flyer number on file, along with their cash sales figures for the ... |
| Management | General Summary | Shows by store for a time period several key elements of the business, including Department Sales (... |
| Management | HSL Change Audit | Report lists changes to HSL definitions, including the price difference of changes to adjustments, ... |
| Management | Key Performance Indicators | Shows over 30 key indicators of performance, grouped by store, such as % hanging inventory over 30 ... |
| Management | Lockouts (By Date) | Displays user and workstation lockouts during the specified date range. |
| Management | Mobile Usage | Lists all customers in the selected store(s) who have used the mobile client in the given date rang... |
| Management | Mobile Usage (Legacy) | Lists all customers in the selected store(s) who have used the legacy mobile client in the given da... |
| Management | Open Cash Drawer Sessions | Shows all open cash drawer sessions. |
| Management | Other Tender Detail (By Date) | For the selected stores and date range, shows payment details for tenders counted as "Other" in the... |
| Management | Other Tender Detail (By Drawer) | For the selected cash drawer sessions, shows payment details for tenders counted as "Other" in the ... |
| Management | Payins | List Payins by date range. |
| Management | Payouts | List payouts by date range. |
| Management | Route Report for Commissions | Prints Route/Customer information using the Locker Field = <not blank> to filter for customer reven... |
| Management | Services by Marketing Group | View %usage by marketing group |
| Management | Summary - Aged Inventory | Will show inventory value for each of four aging categories (0-30, 31-60, 61-90, 90+) for all non-r... |
| Management | Summary - Average Sales per Visit (Incoming) | Show average piece counts and sales per visit, grouped by counter and route. |
| Management | Summary - By Departments and By Counter/Route (Incoming) | Shows two basic incoming sales summaries -- the first grouped by department, the second grouped by ... |
| Management | Summary - Custom Marketing Category | Lists summaries for all custom-created marketing categories. Will select for store and date range ... |
| Management | Summary - Marketing Categories (Incoming) | Lists four summaries, one for each Marketing Category: "Production", "Service Type", "Gender" and ... |
| Management | Summary - Shirts and Pants (Incoming) | Will show a summary of incoming shirts and pants only, otherwise similar to the Dropoff by Item rep... |
| Management | Summary - Specific Item (Incoming) | Shows incoming totals for all items whose name matches the value typed in by the user, for the sele... |
| Management | Summary - Specific Item Detail | Shows invoice and customer information for all items whose name matches the value typed in by the u... |
| Management | Tender Analysis - By Clerk | Shows tender breakdown and percentage for clerks in the selected stores and date range. |
| Management | Tender Analysis - By Store | Shows tender breakdown by store for the selected stores and date range. Adjusts out payins/payouts... |
| Management | To Do Task History (By Clerk) | Displays a history of To Do tasks assigned, grouped by assigned clerk. If a task was assigned to an... |
| Management | To Do Task History (By Day) | Displays a history of To Do tasks assigned, grouped by day. |
| Management | To Do Task History (By Frequency Type) | Displays a history of To Do tasks assigned, grouped by task frequency type ("Store Open", "Store Cl... |
| Management | Transaction Detail (By Customer) | View all payment transactions for the specified customer and date range. |
| Management | Transaction Detail (By Date) | View payments taken for invoices during the specified date range. |
| Management | Transaction Detail (By Drawer) | View payments taken for invoices for the specified cash drawer sessions. The drawer sessions are c... |
| Management | Transaction Detail (System Drawer) | View all payments taken during the specified date range that did not belong to a cash drawer sessio... |
| Management | Uncollected Funds - Detail | Shows the invoices that had uncollected funds (usually declined credit cards for route orders, or o... |
| Management | Workstations | List the workstations established for this location. |
| Merchandise | Current Merchandise Inventory | Displays current merchandise inventory counts for the selected stores. Grouped by store then item c... |
| Merchandise | Merchandise Inventory Activity Detail | Shows incoming/outgoing activity of merchandise items with comments or invoice numbers. Requires it... |
| Merchandise | Merchandise Sales Activity Summary | Shows sales and returns for each item within a specified date range. Grouped by store then category... |
| Merchandise | Merchandise Sales by Clerk | Lists all merchandise sales within the given date range sorted by the sales clerk. |
| Merchandise | Merchandise Sales By Item | Shows sales of merchandise items for the given date range. |
| Merchandise | Merchandise Sales By SKU | Shows merchandise sales, sorted by SKU, for the date range selected. |
| Merchandise | Store Merchandise Reorder | Display list of merchandise items that need to be reordered based on the reorder threshold for each... |
| Pricing | GL Chart of Accounts | View GL Chart of Accounts |
| Pricing | Merchandise Items | List all available merchandise items for sale. |
| Pricing | Modifier List | Show all modifier (descriptor) lists. |
| Pricing | Price Level Assignments | Lists all clients who are assigned to a Price Level. Grouped by Price Table and Price Level. |
| Pricing | Price Table | View Price Table Report |
| Pricing | Price Table Assignments | Displays all price tables and any customers assigned to them. Must be custom-assigned (via the Det... |
| Process Exceptions | Detailed - No Bag Scan | Shows all invoices that were detailed with no corresponding bag scan. |
| Process Exceptions | Orders Completed Late | List all orders racked after promised date expiration. |
| Process Exceptions | Orders Completed Late (Day) | List all orders racked after promised day expiration. |
| Process Exceptions | Orders with Redos | List all redo orders. |
| Process Exceptions | Racking Exceptions | View racking exceptions |
| Production | Activity Production | Displays employee productivity during specified date range. Requires ProductionTrac. |
| Production | Assembly History | Shows the date, invoice number, assembly location and customer name of invoices scanned to assembly... |
| Production | Brand Usage | List of Brands and the usage of each item. Sorted by top used. |
| Production | Daily Production | Breaks out user production metrics in the selected stores for the given date range. |
| Production | Daily Production - Commission | Calculates production commissions for users in the selected stores for the given date range. Commis... |
| Production | Daily Production - Commission - Flat Rate | Flat rate is determined by Processing Cost on the item on your price table.
Requires the usage of... |
| Production | Daily Production - Items In Process Steps | Report that will display all items scanned to an item level process step that does not include "On ... |
| Production | Daily Production - Presser Details | Show all items pressed using the Pressing process in ProductionTrac |
| Production | Daily Production - Presser Summary | Shows totals of all items that passed during a 'Pressing ' production station for the date range sp... |
| Production | Daily Production - Presser Totals | Shows totals and detailed listing of all items that passed during a 'Pressing ' production station ... |
| Production | Daily ProductionTrac - Item Summary | Report on all items scanned by presser's grouped by department, category and item with totals. |
| Production | Detail / Pickup Totals | Shows total pieces, orders, and dollars for detail and pickup operations, grouped and sorted by sto... |
| Production | Detailed Orders (By Date) | List all orders detailed by date range. |
| Production | Detailed Orders By User (By Date) | List all orders detailed by date range. This report will exclude split orders. The amounts are list... |
| Production | Direct Receives by Date | Displays all direct receive orders taken within a specified date range. |
| Production | Dropoff Detail (Legacy) | Former 'Net Sales By Item - Dropoff' report. Shows orders detailed for specified stores and date r... |
| Production | Dropoffs By Department (Legacy) | Former 'Net Sales - Dropoff' report. Shows current value of orders detailed for specified stores a... |
| Production | Dropoffs by Hour | View dropoffs by hour of the day |
| Production | Dropoffs by Item | View dropoffs by item
|
| Production | Employee Activity Report | Displays Production time clock sessions with gap time between sessions. Grouped by user then date. |
| Production | Employee Production | Shows clerk production per hours worked for the specified stores and date range. |
| Production | Employee Production - HSL | Shows clerk production per hours worked for the specified stores and date range. Includes the count... |
| Production | HSL by Customer | Displays all heat seals assigned to the selected customer. |
| Production | HSL Detail - All Labels | Export all Heat Seal Labels for a specified customer. |
| Production | HSL Detail - Creation Date | Export all Heat Seal Labels for a specified customer, date range for the Label Creation Date. |
| Production | HSL Detail - Last Scan Date | Export all Heat Seal Labels for a specified customer, date range for the Label Last Scan Date. |
| Production | HSL History | Shows all invoices an entered HSL has been associated with. |
| Production | HSL Labels Created - Detail | Displays all HSL IDs created in the specifed stores during the specified date range, including modi... |
| Production | HSL Labels Created By Clerk - Detail | Displays all HSL IDs created in the specifed stores during the specified date range, grouped by the... |
| Production | HSL Labels Created by Date | All HSL/ItemTrack IDs created grouped and sorted by date. Modifiers will be shown if it has already... |
| Production | HSL Labels in Process | Show in process HSL labels by customer |
| Production | HSL Scan Threshold | Shows heat-sealed items and customers they belong to that have been scanned into detail greater tha... |
| Production | Invoice Totals By Processing Step | Shows totals for invoices that entered the selected processing step for the selected stores and dat... |
| Production | Invoices by Mode | All invoices by Invoice mode in production "not" including "Standard Mode" invoices. Report is gro... |
| Production | Item Counts by Clerk | List item counts by clerk |
| Production | Item Counts by Clerk (Legacy) | Shows counts of items detailed by clerk. This report is calculated using obsolete data structures ... |
| Production | Item Counts by Item Processing Step | Shows a breakdown of each Item Processing Step and the counts for the number of items by department. |
| Production | Item Process Step Totals | Shows totals and detailed listing of all items that passed through a production process step (such ... |
| Production | Items to be Assembled | Lists orders, grouped by Promised Date/Time and Department Group, that need to be assembled by toda... |
| Production | Items to be Assembled - Detail | Lists orders and individual pieces, grouped by store and department group, that need to be assemble... |
| Production | Items with Comments | All items with comments or manual comments associated with selection by customer and date range. |
| Production | Manifest - Detailed Orders | Provides a summary of items detailed within the specified date range, including processing costs. |
| Production | Manifest - Ready Orders | Provides a summary of items racked within the specified date range, including processing costs. |
| Production | Modifier Usage | List of all Modifiers and the usage of each item. Grouped by Modifier and sorted by usage. |
| Production | Order Aging | View order aging |
| Production | Orders Assembled | Lists orders assembled by date range and conveyor, lists in order of the time of the assembly event. |
| Production | Orders for Discounted Customers | Orders detailed within a given date range for customers that belong to a discount group |
| Production | Orders Promised by Date | This report shows all orders for the selected Store/Route/Hotels with a promised date during the sp... |
| Production | Pickup Detail | View orders picked up within the specified date range |
| Production | Pickups by Department | View cash Pickup sales by department |
| Production | Pickups By Department - Hourly | View pickups by department, grouped by the hour of the day. |
| Production | Pickups By Department - Non Tax | View non-taxable pickups by department. |
| Production | Pickups by Item | View items picked up |
| Production | Piece Count Different From Quick | Shows all orders marked in for the selected stores during the selected dates that have a different ... |
| Production | Pieces Due - By Date | Shows pieces from the specified stores for orders promised during the specified date range, grouped... |
| Production | Plant Cost | Show total plant cost of orders sold within the specified date range, grouped by wholesaler. (This... |
| Production | Plant Cost - Markin | Show total plant cost of orders detailed within the specified date range, grouped by wholesaler. (... |
| Production | PPOH by Department Group - Assembly | Show PPOH Assembly stats, grouped by Department Group |
| Production | PPOH by Department Group - Markin | Show PPOH Markin stats, grouped by Department Group |
| Production | PPOH by Labor Category - Assembly | Show PPOH Assembly stats, grouped by Labor Category |
| Production | PPOH by Labor Category - Markin | Show PPOH Markin stats, grouped by Labor Category |
| Production | PPOH Summary by Department Group - Assembly | Show PPOH Assembly stats, grouped by Department Group. |
| Production | PPOH Summary by Department Group - Markin | Show PPOH Markin stats, grouped by Department Group. |
| Production | PPOH Summary by Labor Category - Assembly | Show PPOH Assembly stats, grouped by Labor Category. |
| Production | PPOH Summary by Labor Category - Markin | Show PPOH Markin stats, grouped by Labor Category. |
| Production | Process Step Pieces By Clerk (Hourly) | Shows pieces entered into the selected process step by hour and clerk. |
| Production | Processing Step Active Orders | View orders currently in a given processing step |
| Production | Processing Step History | View orders entered into a specific processing step |
| Production | Processing Step History - Custom | Shows all invoices for the selected stores that were scanned into a custom processing step (i.e., n... |
| Production | Processing Step History By Item | |
| Production | Production by Clerk | Markin and Pickup totals by operator |
| Production | Production by Clerk (Legacy) | Pieces, orders, and upcharges marked in by operator. This report is calculated using obsolete data... |
| Production | Production By Item | Shows a breakdown of pieces and amount for each department and category of orders that completed th... |
| Production | Production By Item - Combined Stores | Shows a breakdown of pieces and amount for each department and category of orders that completed th... |
| Production | Production By Item - Hourly | Shows a breakdown of pieces for each department and category, by hour, of orders that completed the... |
| Production | Production By Item (Legacy) | Shows a breakdown of pieces and amount for each department and category of orders that completed th... |
| Production | Production Completion | Shows a real-time snapshot of production completion for the selected stores. Included are the numbe... |
| Production | ProductionTrac - Pressing Rejected Scans | Retrieves a list of all Rejected Scans at the Pressing stations. |
| Production | ProductionTrac - Rework Reasons | Display all reworked items during a select date range. |
| Production | Racked Orders (By Date) | List all orders racked by date range.
***Note: Orders racked multiple times in the given date rang... |
| Production | Racked Orders (By Date) - Route Only | List all orders racked by date range for all routes. |
| Production | Redos | Shows all items that were redone for the date range specified. |
| Production | RFID / Barcode ID's | RFID / Barcode mapping information with total counts of RFID tags. |
| Production | Rush Analysis | Shows list of rush orders in a specified date range by customer. Determines if the order was picked... |
| Production | Sold Orders (By Date) | List all orders sold by date range. |
| Production | Split Orders (By Date) | Display a list of split orders that occurred during a specified date range. Shows split reason, cle... |
| Production | Summary - Weekly Labor/Production Summary | Provides a weekly/periodic/ytd summary of labor and production. It also provides a previous year c... |
| Production | Upcharge Summary By Date | Upcharges grouped by department by date range |
| Production | Work Session Detail | Displays each work session for all employees between the selected date ranges along with their effi... |
| Report Queue | Cashout Summary By Date - RQ | View cashout summary totals by store and date range |
| Report Queue | Change In Inventory - New | View incoming/outgoing changes to inventory for the current store within a specified date range. |
| Report Queue | Credit Card Transactions - RQ | View credit card transaction history by date range. |
| Report Queue | Incoming Detail - RQ | View orders detailed/modified within a given date range for the selected stores. |
| Report Queue | Incoming Summary - RQ | View totals by department of orders detailed/modified for the selected stores and dates. |
| Report Queue | Incoming Summary by Clerk - RQ | Incoming Summary by Clerk - Reports Queueable |
| Report Queue | Outgoing Detail - RQ | Shows orders picked up and/or paid for, grouped by department, for the specified date range and sto... |
| Report Queue | Outgoing Summary - RQ | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Restoration | Billing Manifest (Detail) | This manifest shows items, counts, and prices. It groups by department only and consolidates by it... |
| Restoration | Billing Manifest (Summary) | This manifest shows items, counts, and prices. It groups by department only, consolidates by item ... |
| Restoration | Contractor Manifest (Detail) | This manifest shows items, counts, prices, discounts, taxes, etc. It consolidates by item, modifie... |
| Restoration | Contractor Manifest (Summary) | This manifest shows items, counts, prices, discounts, taxes, etc. It consolidates by item only and... |
| Restoration | Customer Manifest (Detail) | This manifest only shows items and counts; no prices, discounts, taxes, etc. are shown. It consoli... |
| Restoration | Customer Manifest (Summary) | This manifest only shows items and counts; no prices, discounts, taxes, etc. are shown. It consoli... |
| Restoration | Delivery Report by Customer | List all current orders for a customer, used for a delivery sheet. |
| Restoration | Insurance Manifest (Detail) | This manifest shows items, counts, and prices. No discounts, taxes, etc. are shown. It consolidat... |
| Restoration | Insurance Manifest (Summary) | This manifest shows items, counts, and prices. No discounts, taxes, etc. are shown. It consolidat... |
| Restoration | Item Counts | Displays all items and their respective counts, grouped by manual comment or room. |
| Restoration | Non Restorable / Cleanable items | Customer specific pieces by date range from any of the following departments: Non Salvagable, Non-S... |
| Restoration | Orders by Comment | List all orders by order comment, listed for a customer for incoming orders by date range |
| Restoration | Orders by Location | List all orders at a given location number |
| Restoration | Orders by Room | List all orders by restoration room. Requires customer to be established as a restoration customer. |
| Restoration | Restoration by Job Status | This shows all customers who have had their first visit within the selected date range. It lists al... |
| Route | Bag Assignment for Reassignable Bags by Customer and Date | Lists all reassignable bag scans for a specified date range, listed by customer name. |
| Route | Bag Scans by Customer and Date | Lists all bag scans for a specified date range, listed by customer name. |
| Route | Bag Scans by Route by Day (Detail) | Shows bag scans per route by day for a specified date range. Grouped by date and store. |
| Route | Bag Scans by Route by Day (Summary) | Shows numbers of bag scans per route by day for a specified date range. Grouped by date and store.... |
| Route | Bag Scans Not Detailed | Lists all bag scans in the selected store(s) for the given date range for which an order has not be... |
| Route | Delivery Comparison Analysis | Shows signup date, total number of all-time visits, and incoming sales figures for route customers ... |
| Route | Driver Commission | Drive Commission report, to list by LOCKER revenue (pickups). |
| Route | Manifest Exclusion Reasons | Lists all invoices that were excluded from all manifest(s) for the given route(s) in the selected d... |
| Route | On Demand Request Reconciliation | List all on-demand (and not cancelled) requests by store and by date range, showing the route (grou... |
| Route | Revenue Per Delivery | Shows the revenue per customer delivery for all route manifests within the specified date range |
| Route | Route Conversions | Displays all customers who were converted to route from the retail counter in the given date range. |
| Route | Route Customer - In Store Orders | Route Customers with non-route orders in ready or detailed status |
| Route | Route Customer Expect Date | Shows the projected next visit date for route customers belonging to the selected stores based on v... |
| Route | Route Customer Usage | Gives a breakdown of the route usage rates and sales for each route in the given date range. |
| Route | Route Customers | Lists customers by route and stop with the ability to export to csv file. |
| Route | Route Customers (Select List) | Lists customers by route and stop for the selected routes with the ability to export to csv file. |
| Route | Route Customers Delivery Settings | List of all route customers grouped by store and route. Display current customer configuration an... |
| Route | Route Customers Sales | Lists route sales by customer. |
| Route | Route Dashboard | Gives a quick breakdown of recent activity and facts regarding the routes in the selected stores fo... |
| Route | Route Discounts | Lists discounts by route and customer. |
| Route | Route Outgoing Detail | Shows details of route orders paid for and/or delivered for the specified date range and the select... |
| Route | Route Outgoing Summary | Shows summary of route orders paid for and/or delivered for the specified date range and the select... |
| Route | Route Overdue Orders | Lists all route orders whose promised date has passed that are not in a racked or ready status. |
| Route | Route Referral Source Report | Displays route sales by referral source and date range. |
| Route | Route Reminder | Lists all customers who have Route Reminders enabled for the selected route and have a visit schedu... |
| Route | Route Retention Report | This will list all routes, how many accounts each has, and the number and percentage that have a vi... |
| Route | Route Stop Profitability - Incoming | Gives a summary incoming sales broken down by route stop. |
| Route | Route Stop Profitability - Outgoing | Gives a summary incoming sales broken down by route stop. |
| Route | Route Store Mismatch | Displays a list of all customers who are assigned to a store that are on a route belonging to a dif... |
| Route | Route Territories | List all route entries for creating territorial sales figures |
| Route | Route Trend Report | Displays customer purchasing history for the selected route. A "3" indicates a week falling within ... |
| Route | RouteTrac - Route Report | Displays the ending route report from RouteTracMobile for the selected routes and for sessions star... |
| Route | RouteTrac Customer Detail | Shows the detail of RouteTrac activity for the specified date range, sorted by customer name. |
| Route | RouteTrac Customer Summary | Shows the summary of RouteTrac activity for the specified date range, with one line per customer, s... |
| Route | RouteTrac Summary | Displays all RouteTrac metrics gathered in the given date range. |
| Route | RTM - Non-Delivered Orders by Date | Shows all non-delivered orders through RouteTrac Mobile for the selected route(s) in the given date... |
| Route | Special Instructions - Driver | Lists Route Pickup/Delivery instructions, by date range and by store/route. |
| Route | Special Instructions - Manager | Lists 1) Optional - Invoice comments/adjustments, 2) Customer Reminders, and 3) Route Pickup/Delive... |
| Sales | Cash Received | Shows all cash, check, and credit card payments received during the selected date range for the sel... |
| Sales | Current PNP Orders | Shows all open PNP Orders that have an outstanding balance. |
| Sales | Enterprise Snapshot | View incoming and outgoing totals for the selected stores and dates. Displayed in table format. |
| Sales | Incoming Detail | View orders detailed/modified within a given date range for the selected stores. |
| Sales | Incoming Detail - Actual Pieces | Shows orders detailed, grouped by department, for the specified date range and stores/routes. Item... |
| Sales | Incoming Detail (Non-Tax) | View orders detailed/modified within a given date range (non-tax customers only). |
| Sales | Incoming Summary | View totals by department of orders detailed/modified for the selected stores and dates. |
| Sales | Incoming Summary - Actual Pieces | View totals by department of orders detailed/modified for the selected stores and dates. Items wit... |
| Sales | Incoming Summary - by Referral | View totals by department of orders detailed/modified for the selected stores and dates. |
| Sales | Incoming Summary - Enterprise | View totals by department of orders detailed/modified for the selected stores and dates. Displayed... |
| Sales | Incoming Summary - Grouped By Date | View totals of orders detailed/modified for the selected stores and dates, grouped by month and dat... |
| Sales | Incoming Summary (Non-Tax) | View totals by department of orders detailed/modified for a given date range (non-tax customers onl... |
| Sales | Incoming Summary By Clerk | View totals by department of orders detailed/modified for the selected stores and date range, group... |
| Sales | Incoming Summary By Clerk (Hourly) | View totals of orders detailed/modified for the selected stores and date range, broken out by hour ... |
| Sales | Incoming Summary By Clerk (Hourly) - Combined | View totals of orders detailed/modified for the specified date range, broken out by hour of the day... |
| Sales | Incoming Summary By Customer Group | View totals of orders detailed/modified for the selected stores and dates, grouped by customer grou... |
| Sales | New Customer Sales | Shows total incoming sales during the specified date range for each route customer signed up after ... |
| Sales | New Route Customer Sales | Shows total incoming sales during the specified date range for each route customer signed up after ... |
| Sales | Outgoing Detail | Shows orders picked up and/or paid for, grouped by department, for the specified date range and sto... |
| Sales | Outgoing Detail - Actual Pieces | Shows orders picked up and/or paid for, grouped by department, for the specified date range and sto... |
| Sales | Outgoing Detail (Non-Tax) | Shows orders picked up and/or paid for, grouped by department, for the specified date range and sto... |
| Sales | Outgoing Summary | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Outgoing Summary - Actual Pieces | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Outgoing Summary - By Clerk | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Outgoing Summary - By Month | Shows monthly summary of orders paid for and/or picked up for the specified date range and stores/r... |
| Sales | Outgoing Summary - By Referral | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Outgoing Summary - Enterprise | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Outgoing Summary (Non-Tax) | Shows departmental summary of orders paid for and/or picked up for the specified date range and sto... |
| Sales | Period Sales | Shows incoming sales numbers compared to the same period of the prior year. Requires that the annu... |
| Sales | Period Sales - Incoming | Shows incoming sales numbers compared to the same period of the prior year. Requires that the annu... |
| Sales | Period Sales - Outgoing | Shows outgoing sales numbers compared to the same period of the prior year. Requires that the annu... |
| Sales | Period Sales By Service By Department | Shows incoming sales numbers compared to the same period of the prior year, broken out by store/rou... |
| Sales | Pieces By Department By Period | Shows incoming piece and value figures compared to the same period of the prior year. Requires tha... |
| Sales | Pieces By Item By Period | Shows incoming piece and value figures for each item, compared to the same period of the prior year... |
| Sales | PNP Orders | All orders currently in PNP status that entered PNP status within the specified date range, sorted ... |
| Sales | PNP Orders (Reasons) | All orders currently in PNP status that entered PNP status within the specified date range, sorted ... |
| Sales | Sales by Subdivision | Shows incoming sales by subdivision. |
| Sales | Sold Order Turnaround | Shows a list of sold orders that were dropped off during the selected dates in the selected stores;... |
| Sales | Sold Orders By Customer | Shows all sold orders for the selected customer and date range. |
| Sales | Tax Assessed By Tax Entity | Shows tax assessed for each invoice within the date range specified, grouped by tax entity. Negati... |
| Sales | Tax Assessed Summary | Shows total sales, taxable sales, non-taxable sales and tax assessed for each tax entity within the... |
| Sales | Tax Collected By Tax Entity | Shows tax collected for each invoice within the date range specified, grouped by tax entity. The ta... |
| Sales | Tax Picked Up Summary | Shows total sales, taxable sales, non-taxable sales and tax collected for tax entity within the dat... |
| Sales | Taxes Collected by Customer | Displays taxes collected for the selected customer by payment date range. |
| Subscriptions | Active Subscriptions | Active Subscriptions organized by Store, Subscription Plan, Subscription Level with start date, las... |
| Subscriptions | Subcription Sales By Item | Shows sales of subcriptions for the given date range and selected stores, grouped by counter and ro... |
| Subscriptions | Subscriptions By Date | All subscriptions by date range selected organized by Store, Subscription Plan, Subscription Level ... |
| Time Clock | Pay Period Summary | Displays a summary of the total time worked per employee for a given pay period. |
| Time Clock | Pay Period Summary - By Store | Displays a summary of the total time worked per employee for a given pay period, grouped by store. |
| Time Clock | Payroll Export | Special export of timeclock data for Advanced Payroll |
| Time Clock | Payroll Export - Detail | Shows individual timeclock sessions and hours worked (standard and overtime) for each employee for ... |
| Time Clock | Payroll Export - Summary | Shows total hours worked (standard and overtime) and wages earned for each employee for the selecte... |
| Time Clock | Time Clock by Labor Category (Detail) | This will display timeclock totals (regular and overtime hours) for all users during the selected d... |
| Time Clock | Time Clock by Labor Category (Summary) | This will display timeclock totals (regular and overtime hours) for all users during the selected d... |
| Time Clock | Time Clock Employee Detail | Gives a detailed listing of all timeclock entries for the selected stores in the given date range/p... |
| Time Clock | Time Clock Employee Summary | View time clock summary detail per employee for a given pay period. |
| Time Clock | Time Clock Exceptions | Lists users who exceeded the clocked-in threshold for a given date range and had their entries auto... |
| Time Clock | Time Clock Users | Displays all users by Store. Users clocked in and working at a store other than their primary will ... |
| Time Clock | Time Clock Wage Report | Shows all time clock activity for the stores and dates/pay periods selected. Standard and overtime... |
| Time Clock | Users Not Clocked Out | Lists all users currently clocked in, but not clocked out, regardless of user status. |
| Web Requests | A/R Payments | A/R Payment processed by "Web Requests" |
| Web Requests | API - Customer Record Changes | Displays all customer profile modifications through the SPOT API for the selected store(s) in the g... |
| Web Requests | Customer Connect Locked Accounts | Shows customers that are locked out of Customer Connect and how much time remains before the lockou... |
| Web Requests | Customer Signup Attempts | Shows all attempts to sign up as a customer via CustomerConnect or MDC Mobile apps. Includes all in... |
| Web Requests | CustomerConnect Profiles | Lists any web profiles created for the current account. The "PublishableInstanceID" can be used for... |
| Web Requests | Customers | Customers processed by "Web Requests" |
| Web Requests | Mobile Route Pickup Requests | View all route pickup request notifications submitted through mobile app for selected date range. |
| Web Requests | Mobile Store Pickup Requests | View all store pickup notificatins sent through mobile app for selected date range. |
| Web Requests | Mobile Store Pickup Requests - Top Customers | Displays top customers by Mobile Pickup Requests sent for the selected store(s) in the given date r... |
| Web Requests | Notification Changes | Displays all events of a customer changing their notification preferences through Unsubscribe durin... |
| Web Requests | Route - Cancellations | Route Cancellation requests via "Web Requests" |
| Web Requests | Route - Pickup Requests | Route Pickup Requests form "Web Requests" |
| Work In Process | Current Orders | View current work in process. |
| Work In Process | Current Orders/Locations by Customer | List all current orders (open orders) by date for a selected customer. |
| Work In Process | In Process - Route | In process route orders |
| Work In Process | Inventory Report - All Orders | List all orders in store, whether in process or ready for pickup. |
| Work In Process | Inventory Report - In Process | Show all orders currently with a detailed status. |
| Work In Process | Inventory Report - Ready | List all ready orders by location number. |
| Work In Process | Inventory Report (All Orders) - Routes Only | List all orders by location number for route orders only. |
| Work In Process | Non-Standard Invoice Modes | Lists all non-sold orders that have a non-standard invoice mode (e.g. Rush, Storage, etc). |
| Work In Process | Orders with Alterations | View orders with alterations |
| Work In Process | Orders with Unresolved Price Later Items | List all orders containing any unresolved price later item or items. |
| Work In Process | Overdue Inventory 30+ Days | Overdue orders in inventory over 30 days |
| Work In Process | Overdue Inventory 30+ Days - All Customers | Overdue orders in inventory over 30 days - All Customers |
| Work In Process | Overdue Inventory 60+ Days | Overdue orders in inventory over 60 days |
| Work In Process | Overdue Inventory 60+ Days - All Customers | Overdue Inventory of 60+ Days on racks - All Customers |
| Work In Process | Overdue Inventory 90+ Days | Overdue orders in inventory over 90 days |
| Work In Process | Overdue Inventory 90+ Days - All Customers | Overdue orders in inventory over 90 days - All Customers |
| Work In Process | Processing Step - By Customer | Shows all orders in the specified processing steps for the specified customer and date range. |
| Work In Process | Route Overdue Orders | |