Filter Dates on Reports:
↩️Entered Date: this is the date the customer enters and saves an Order, or when a new note is entered.
📦Movement Date: this is the date that an inventory item was moved
🛃Ordered Date (for purchase orders): this is the date the purchase order is submitted to the vendor.
💻Time Tracked: this date is when the employee time was clocked.
🚚Ship Date: this is the date the order is marked Shipped.
✴️Start Date: this is the date the process was started
✅Status Date: this is the date the order passed through that specific status.
Production Reports:
Allocated Supplies:
Resource Allocation must be set up to view data in the Allocated Supplies report.
Allocated Supplies shows you supplies that are allocated to specific orders in your system. It lists the supply information, such as piece size and amount needed, as well as the order number and name. You can filter your results by vendor name using the drop down menu on the right side bar. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Customer Product History:
Customer Product History lists which products have been ordered by which customers, and how many and for what price. The overall totals are listed at the bottom. You can filter the results by Date Range, Company Name, or Product Name. You can sort the columns in the report using the column header arrow icons. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Production:
You must be using Labor Processes and Time Tracking to view data on the Production report.
Production Report shows detailed information about your labor processes used per product. It includes the process category, followed by the process used. It shows which products have been produced using that process and the total number of pieces and dollars for each product. It also shows the average number of pieces and dollars per working day for each product. You can use the date range to filter your results. You can also use the tags field to filter your results by order tags. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Products By Status:
Products By Status shows you how many of each product has been ordered. The grand total is listed at the bottom of the report. You can filter results by Order Status or Product Name. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Status History Report:
Status History Report shows you detailed information regarding the status of any order that is put through your system. This includes the product and the amount of pieces per product, total dollar amount per product, average pieces per working day, and average dollars per working day. It also has totals at the bottom of each status' section for total pieces, total dollars, average pieces, and average dollars. You can use the date range to filter your results. You can also filter your results by Product or Export Class. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Shipping Report:
Use the shipping report to mark orders shipped and have visibility on orders expected to ship out. The sidebar filters allow you to filter by ship date, order status, shipping method, and order tags.
Once you've got your filters set, you'll see a variety of results.
The results include the company name and address to deliver to. The report also shows the Order Number, Order Name, number of pieces, last process used, and the status of that company's account.
Find the order you want to mark shipped. Use the status column to learn more about the status of the order:
🚚 = Click on the truck to mark the order shipped. This will fire any set triggers and also add the invoice to the Export Invoices Queue.
💵 = Payment is still needed to ship this order. This icon will appear if the customer has any orders past due, not just the order in the shipping report.
❗= Some items on the order have not been marked completed. Labor process tracking is required for this information to be accurate. Click on the❗to see a Completion Checklist showing any items that have not been marked completed via the scanning station. If you try to ship an order that has not been completed, a popup modal will ask you to confirm that you want to ship the order.
Employee Productivity:
You must be using Labor Processes and Time Tracking to view data on the Production report.
Employee Productivity shows you a list of your employees who are clocking in and out of your instance and their total hours worked on processes, idle hours, and number of processes they’ve worked on. You must be using the Time Tracking feature to utilize this report. You can use the date range to filter your results. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Notes Per Employee:
Notes per Employee helps you to keep an eye on sales productivity; the report shows a manager the activity for a given sales rep via the notes which have been made. You can use the employee name and the date range to filter your results. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software. Just click the "Export as CSV" button at the top.
Orders Report:
The Orders Report shows you a myriad of data. Use the robust sidebar features to filter down orders in the system. When "Shipped Date" is selected on the date filter, the results pull orders with a shipped (past) date, actual ship date, and desired ship date, in that order of priority.
Total cost will show at the bottom of the report results.
You will never see bids while using "Ordered Date" (because they haven't been ordered), and you may or may not see all bids when using "Shipped Date" (if for some odd reason, they don't have a desired date or actual date).
Click on the blue icon at the end of the row to view all status updates.
You can also sort each column in the report by clicking the column headers. You can export the data from this report for use with other software. Just click the “Export as CSV” button at the top.
Click on a row to view extra product information for the selected order, or check the box labeled “Expand Extra Data” on the filter sidebar to expand data for all orders. Note that the Printable PDF will contain whichever extra data is displayed.
Process Details:
You must be using the Time Tracking feature to utilize this report.
Process Details lists each of your labor processes and the total time that each labor process has been clocked into, the % of total clocked-in process time, the minimum clock-in time, the maximum clock-in time, and the average clock-in time. You can use the date range to filter your results. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software, just click on Send To in the black sidebar, then select Export as CSV.
Remakes:
The remake report allows you to see each remake item within a date range
Resource Allocation:
The Resource Allocation report allows you to view all of the supplies allocated to orders in each status. Use this report to forecast supplies needed for incoming orders or isolate orders with a back-ordered or discontinued supply. You can filter the report by Order Status and whether the resources are currently IN that status, or have transitioned OUT of the selected order status. Use Entered Date, Ordered Date, or Ship Date as filter parameters. Group the results by Order or by Supply Items. When results are grouped by Orders, you can view the order number and name, order status, part number and item name, quantity allocated to that order, vendor price, piece size, and vendor name. When results are grouped by Items, you can view the allocated quantity, part number and supply name, piece size, vendor price, and vendor name. Additionally, you can filter down the results by Order Name or Number, Supply Name, or Part Number.
You can export the data from this report for use with other software, just click on Send To in the black sidebar, then select Export as CSV.
Schedule Capacity Report:
This report shows you the quantity of items on orders with 'verified' status, separated by export class. You can export the data from this report for use with other software, just click on Send To in the black sidebar, then select Export as CSV.
Status Volume:
Status Volume shows a list of each company in your instance and the amount, in dollars, that they have placed orders for from each order status. You can use this report to find out which company is bidding the most, and which company is actually placing orders as well as how much you’ve shipped out to a company. You can filter your results by using the Filter by status drop down menu, which shows all order statuses. You can export the data from this report for use with other software. Click on Send To in the black sidebar, then select Export as CSV.
Supplies in Use:
Supplies in Use shows you all supplies from your inventory that are currently being allocated to orders. The report includes the item name, item location, a list of all orders requiring that supply, the quantity that’s being used/allocated, the average price per item, and total cost (quantity used x average price = total cost). You can sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software, simply click on Send To in the black sidebar, then select Export as CSV.
Supply Movement:
Supply Movement helps you to keep an eye on supply usage; the report shows the movement of supplies in and out of locations, and by whom. You can filter your results by Date, Supply Name, Order Number or Name, Tags, and Location. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software, simply click on Send To in the black sidebar, then select Export as CSV.
Work Schedule Report:
The work schedule report is a queue which shows all orders that have been saved at Verified status. This means the order is ready to be put into production. It includes order information, such as order number, customer name, order name, number of pieces in the order, delivery method, and ship date. You can click the Start Job button to begin production for that order. Clicking the Start Job button will pull up a page with the cut list for that order as well as automatically change the order status to In Progress. You can sort most columns in the report by using the column header arrow icons. You can export the data from this report for use with other software, simply click on Send To in the black sidebar, then select Export as CSV.
Click on a row to view extra data for a single order, or check the box labeled "Expand Extra Data" to expand data for all orders. Note that the Printable PDF will contain whichever extra data is displayed.
Work Summary:
You must be using the Time Tracking feature to utilize this report!
Work Summary shows a list of orders and how many labor hours that order required. The list includes the order number, customer name, order name, order status, the total hours it took to complete the order, as well as the total cost for those labor hours. Use the entered date, order status, and order tags to filter the results. You can also sort each column in the report by using the column header arrow icons. You can export the data from this report for use with other software, simply click on Send To in the black sidebar, then select Export as CSV.