An overview of which accounts currently have resale tax documents uploaded and data entered.
Accounts By Date
Retrieve a list of all accounts created during the selected timeframe.
Activity
Provides two lists of accounts that have placed orders in the selected timeframe, as well as accounts that are inactive in that timeframe.
All Categories Qty. Sales
Compiles the sales quantities and sales numbers for either all categories in your product catalog or only a specific category.
Backorder
Provides two views (by order or by SKU) to see current backorders and their details.
Commission
Sales rep commissions for the specified date range. Broken down by Rep, by order. Sales rep users can also run and view their own commission reports.
Coop Advertisement
Coop advertisement breakdown by account.
Customer Product Sales
Breakdown by customer for the selected timeframe of which products they've ordered and how much.
Inactive Account
Detailed account information report for any accounts that haven't placed any orders for the selected timeframe. Can be filtered per Rep Group.
Inventory Cost Breakdown
Breakdown of current held inventory costs. It can be narrowed down to specific categories.
Inventory Stock History Transaction
Detailed stock history transaction for a specific SKU over the selected timeframe.
Inventory Stock Levels
Overview of inventory and details on reserved and incoming items.
Inventory Stockout Report
Emails a breakdown of the current stockout forecast for inventory, based on an average-weighted order-velocity algorithm.
Item In Orders
Open Orders
Overview of currently open orders and the total amount outstanding across them.
Open Orders With Partial Shipments
Overview of currently open orders with partial shipments and how many have shipped. Pairs well with our managed pick pack feature.
Orders Created
Simplified list of orders created for the selected timeframe.
Orders Detail Report
Detailed order breakdown based on selected filters, including order status and specific integration filters. Useful for reconciling invoices from third-party accounting systems.
Orders Submitted
Simplied list of orders submitted for the selected timeframe.
Product Search By Customer
See exactly how your customers are searching for products. Useful for determining if products are organized meaningfully.
Sales Volume By User
Breakdown by user of total orders and sales volume. Provides breakdown of top products sold for selected timeframe.
Serials In Orders
Provides a list of serials in specific orders for the supplied timeframe.
Single Category Qty. Sales
Specific sales report for a single category
SPIFF
Overview of SPIFF amounts by account.
Total Logins
Lists of internal users and customer users (if applicable) of who has logged in and how many times.