Each report has its own filter so you can select the report criteria before showing the results. Reports are split into the following sections:
Catalogues/Products
Non-Furniture Price List
Furniture Price List
Component Price List
Assemblies Report
My Prices Report
Appliance Price List
Fitting Configuration Report
Collections & Returns
Commission
Commission Report (Full Profiles)
Commission Report (Flat Rate-Payments)
Commission Report (Flat Rate-Invoices)
Contact History
Appointments/Calls List
Action Analysis
Results Analysis
Customers/Prospects
Customer/Prospect List
Lead Analysis
Lead Cost Analysis
Lead Expenditure
Lost Lead Analysis
Appointments/Calls
Quotations
Outstanding Quotations Report
Shows quotations that have not been processed
Outstanding Quotations Report (Kitchen Groups)
Sales
Orders Report
Orders Report (Kitchen Groups)
Orders Report (Appliance Types)
Orders Report (Full)
Combines sales, margin, commission and payment details
Add-on Orders Report
Remedial Orders Report
Add-on & Remedial Cost Analysis Report
Locked Price Variance Report
Invoices Report
Payments Report
Finance Report
Outstanding Balance Report
Commission Report (Full Profiles)
Commission Report (Flat Rate - Payments)
Commission Report (Flat Rate - Invoices)
Customer Delivery Report
Product Report
Margin
Margin Report (Order Value)
Margin Report (Kitchen Value)
Margin Report (Invoice Value)
Collections/Returns
Purchases
Supplier Turnover Report
Shows turnover, filtered by supplier
Purchase Orders Not Placed
Shows orders not yet placed
Outstanding Supplier Deliveries
Shows purchase orders that have been placed, not been booked in
Estimated vs Actual Cost Price Analysis
Compares estimated versus actual cost prices
Goods In
Shows items that have been booked in from purchase orders
Undelivered Goods
Shows items that have not been delivered out to customer
Suppliers
Discounts & Margins
Prints a list of the current discounts and margins for each catalogue
Production
Unit Fitting List
Unit Labour & Machine List
Unit Panel List
Stock
Stock Valuation Report
Stock List
Contracts
Site List
Site Summary
Site Quotation Costs
Site Valuation
Plot Projection
Product Projection
My Reports will show any customised reports you may have purchased in addition to EQ, otherwise it will remain blank.
In addition to running preset reports you can use the projects screen to filter the list with set criteria and print that list. This is a good way to extracting specific data if a report does not already exist.