Reporting and Analytics
Accessing and interpreting reports, views and importing/exporting data.
10 articles
Reports
Learn how reporting works
- Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
- Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
- Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
- Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.
- Scheduled ReportsSet up reports to automatically email themselves to customers or staff members without any user interaction.
Import and Export
Importing and exporting data from the system
- Importing and Exporting DataHow to import and export data
- Creating Import TemplatesUse it to tailor CSV imports
- Exporting Data and Exporting Custom ViewsHow to export data and export Custom Views in ERP Go
- Erase DataErase some or all your data in ERP Go
- Customisable CSV Export InvoicesUse it to tailor CSV exports for easier finance system imports—choose columns, rename them, and streamline non-integrated workflows.