Reports
Learn how reporting works.
6 articles
Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
Customer Insurance Expiry ReportThis feature designed to help you track when your customers’ insurance policies are due to expire.
Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.
Average Utilisation ReportTo view utilisation on a specific day, use the Snapshot Report instead. It’s still available and complements the Average Utilisation Report.