custom reports

See Also: Reports, Quicktrack Consultant Tracking, Team Charts

Custom Reports/Director’s Assistant Only

This is a Director’s Assistant feature only. Custom reports that you create using your own criteria and titles. To open Custom Reports

Click on the Custom Reports icon or select "Custom Reports" from the Reports menu. Custom reports displays any reports that have been created divided onto separate tabs divided by report type. If there are no reports created for a particular report tab the system will display a “No Report” icon.

Creating Reports

To create a new report, click “Create” to start the custom report “wizard”. The wizard displays the various report options in a series of windows which all have a “Previous” and “Next” command. Clicking “Next will advance you to the next set of options, “Previous” will return you to the previous set of options. When you reach the end of the report options, you’ll name the report.

Opening Reports After creating various reports, your reports will be displayed in the custom reports window with an icon for each report that you’ve created.

To open a report, click on the report icon and then click “Open”. You can also double click the report icon.

Report Types

Reports can be created for your contacts, your sales, your team production accounting, expenses and inventory. Several of the report option windows will be similar for the various reports.

Date Range Options When opening a finished report, the report will often need to prompt you to enter a date range. The date range options window determines how the finished report will ask for it’s date range.

The date range window can be set to open with a selection of “Weekly”, “Monthly”, “Quarterly” or “Yearly”. You also have the option for the report to open the Date Range window with a “From” date and a “Through” date where you enter the date range manually.

Report Contact Selection Various reports will ask for a contact selection. The contact selection options window will determine which contacts are included in the report.

You can make a selection or click “No Contact Selection” if you wish to include all contacts.

Report Sort Options Another window which is common to many reports is some type of Sort Options window. The sort options window determines how the finished report will be sorted. Sorting options will vary depending on the type of report that you’re creating.

Contact Reports

General: The general contact report is a standard contact list. Reports can be created for any Contact Selection and with your selection of titles and fields. The first option when creating general contact reports. Is the title and field selection.

Select the fields you wish to include and enter any titles. Click next when done.

The next option asks for the Contact Selection you wish to use..

The next option asks for Contact Date Field Options. This allows you to limit the contacts to only those records where a selected date field is within a selected date range. Example: You could create a report which would list all customers that where added to the database within the current year by selecting the “Contact Since” field. If you select a contact date field, the next report option will be the Date Range Options window.

The last option window is a Contact Sort Options window.

Finally you will be asked to name the report.

General File The general file option takes contact data and creates a comma-delineated text file which is saved to disk. This exported file can be used to transfer contact information into other programs. Many word processors and publishing programs can utilize this file for print merges. Files can be created for a selected contact selection.

Customer Detail Create a customer detail report for an entire contact selection of contacts. This report can be very long so be careful not to have contact selections which are too large.

Consultant Detail Create a consultant detail report listing all summaries for the selected group of consultants. This report can also be very long with large contact selections.

Sales Reports

Customize the Sales Summary, Sales Detail and Customer Breakdown reports. Create sales reports for customers in specific areas or any contact selection.

Sales Summary/Detail The first option when creating Sales Detail or Sales Summary reports is for Contact Selection. Make your selection and press “Next” when finished. The next option is the Date Range options window (Weekly, Monthly). Select your date option and “Next” to open the Sort Options Window. Sales Detail reports can sort the invoices by Date, Customer Name or Invoice #. Click “Next” and name the report.

Sales Breakdown The sales breakdown can be modified to include Contact Selections. Identify leading customers in specific areas. Sales Breakdowns utilize the Contact Selection Options window and the Date Range Options window.

Top Selling Product The top selling product report identifies the best selling product. You can include contact selections, date ranges and sort the finished report by Top $ amount or Top Quantity.

Inventory Reports

Create inventory reports which only include specified product sections or categories. View product orders for selected date ranges.

Value Detail, Value Summary, Physical Inventory Modify these reports to limit the report to only product included in selected Sections or Categories. When selecting the sections or categories option The Select Sections/Categories window will open where you can make your selections.

To add a Category or Section, click the including box to place a check into it. This will activate another section or category which is selected from the drop down list. After making your selections click “Next” to view the Sort Options window. Inventory reports can be sorted by Part # or Description. Make your selection and click Next to proceed. There is an additional option when creating inventory reports which will limit the report to include only products which you have in your inventory. The default option will include all products in the database.

Wholesale Orders This report lists your wholesale orders. You can select the date range option and have the option to include all received orders or received and posted orders.

Team Reports

Create various reports of unit production displaying data in many different ways.

Team Detail/ Team Summary Modify the team detail and summary reports to include date ranges.

Team Sales Breakdown The sales breakdown report displays your teams individual classes, reorders and facials for each contact. The report utilizes the Contact Selection Options window and the Date Range Options window.

Quicktrak Tables The Quicktrak tables report will list weekly data for each field that you are tracking with Quicktrak. The data is arranges listing consultants high to low in each of the Quicktrak fields. The report utilizes the Contact Selection Options window and the Date Range Options window.

Weekly Summary Details The weekly summary details report utilizes a Define Groups window where you identify up to 4 groups defined by sales ranges. (Over $100 less than $400…) The groups can be named using your own descriptions. The weekly summary details report also utilizes the Contact Selection Options window and the Date Range Options window. The finished report displays the selected data in 4 groups with your own headings.

Expense Reports

Modify the expense detail and summary reports to limit expenses to specified categories. Select the expense categories in a window similar to the inventory category./sections option. The report utilizes the Date Range Options window.

Accounting

Modify the Profit and Loss statement and Mileage log to include a selected date range. Utilizes the Date Range Options window.