Administrative Reports – General Rules and information
When Office Automator is open, you will find all of the reports listed in the Administrative Repots tab at the top - left hand side of the screen. It is the third tab from the left named ‘’Administrative Reports’’ Here all the reports are categorized by...
You can access directly the category of report you want to consult by clicking the shortcut below :
Project | CAD | Purchase Order | Invoice | Sales | Commission
Project related
Uncompleted Project Report
Similar to the Commission’s Report, but also gives you information on items not invoiced for projects having had at least one invoice to date. So, partially invoiced projects.
Project Auditing Report
Gives you all the information pertaining to a project a one glance.(Invoices, Cost of goods sold, installation costs, P.O`s, commission percentage, commission splits, %GP).
Booking Grid
The booking grid is used for salespersons. When you want to find out by Salesperson each Quote and the amount they are quoted, along with the estimated amounts of each. This report is flexible and can be sorted by either Salesperson, Status...
Posted Deposit Report
Shows you the list of all projects that are active and approved, but not invoiced. This report includes the deposit and subtotal.
Outstanding Projects Report
Gives you an idea of sales ($, GP) to come of projects that are not invoiced, based on the date of the project. The « Wide » format gives you a more general look as well as including more fields in the report, including GP %. The amounts are...
Salesperson Projects Report
Gives the detail portion of the project. (Sections & Items) for a given period (based on the project date.)
CAD related
Tracking Report for CAD Work
This report gives a list of CAD project with including the following statuses : completed, install plans, pending and to-do
Purchase Order related
Discrepancy with Supplier Invoice Report
This report shows up all differences in between items invoiced and items received.
Uninvoiced Receptions Grid Report
This grid is showing all the items received which hasn't been invoiced yet.
Deficiency Tracking Grid Report
Keep track of all deficiency tagged in all projects.
Customer Order Status Report
List of all PO`s including a summary of their current status.
Reception Journal Report
List of Purchase Orders received by salesperson, supplier, PO and category. Amount calculated without tax.
Exception Report
Gives you a list of items not belonging to a Purchase Order. For projects having at least one PO. This report allows you to easily find projects that has orphans and thus items that have not yet been ordered. Purchase Order...
Journal Report
Gives you the summary list of Purchase Orders in the system for a given period.
Buying Report
Gives you the total of purchasing ($) as well as the percentage (%) for each manufacturer.
Internal Acknowledgement Report
This report gives you a list of the shipping lists given to you from your suppliers. This report is used to help with scheduling installations and confirming orders from your different suppliers.
Purchase Order – Tracking Report
Shows a complete list of all PO`s having at least 1 (one) item not invoiced, grouped by Salesperson showing one salesperson per page. Purchase Order's Exception is a complement to this report.
Invoice related
Un-invoiced Items Report
Gives you a list of projects partially invoiced with the number of items remaining along with the amount left to invoice.
Sales related
Detail Grid Report
The detail grid creates a completed list of sales sorted categorie, active customers or product categories.
Sales Report
Gives you the list of invoices completed by Purchase Order & by Customer.
Committed Purchase Orders Report
Gives you the list of Purchase Orders generated as well as the total amount. By salesperson, by customer.
Sales Journal Report
Sales (Invoicing) completed by salesperson, by customer, by project, and by item category.
Posted Invoices Report
Gives you a list of 100% paid invoices (Posted = True). Shows a comparison of sales for each Salesperson. Note: Does not include taxes.
Receivable Sales Report
Gives you the list of all invoices that are NOT paid where (Posted=FALSE) for all customers between two dates. Thus giving you the receivables for the selected period of time. *Note: Does not include taxes.
Customer Sales Report
Gives you the summary of sales realised between two dates, for each customer
Complete Sales Report
Gives you the summary of sales performed (invoiced projects) as well as the projected sales, based on Committed Purchase Orders per salesperson between selected dates, and based on the invoice posted date.
Commission related
Commission Payments Report
Gives you a list of commission payments entered in the system between two dates.
Batch Commissions Report
Allows you to visualize the specified reports with the same validation parameters.
Commissions Report
This represents commissions due for a given time period. Normally used when the beginning of the fiscal year is specified to the last month of completed sales. Note: A project showing in the commission report at an X date would be pushed off to a later...