Skip to main content

Report Guides

Access and interpret key business analytics and reports.

Reports

Access, review, and interpret system-generated insights to support decision-making.

Quotes ReportTrack, manage, and update all your quotes in one place
Order ReportsYour complete hub for tracking sales, deliveries, and profits in one place
Returns Report
Live ReportAnything you need to know about the Live Report
Sales by Product ReportAnalyze product sales, margins, and profitability trends
Protection Plan ReportTrack sales, costs, claims, and profitability of your protection plans
Fulfillment ReportTrack every order from processing to delivery with full pricing transparency
Refundable Deposits ReportTrack and manage partial payments for accurate financial reporting
Payment Breakdown ReportSee exactly how customers pay and track totals by method
AIO Pay Payout ReportTrack and review all payout activity in one place
Home Visits & Surveys ReportOrganize, track, and follow up on every customer visit with confidence
Custom Item ReportTrack, filter, and manage custom products with ease
Instant Rebate ReportTrack real-time rebates and discounts across POS and website orders
Retailer Coupon ReportMonitor discounts, redemption rates, and sales impact with ease
Driver ReportTrack every delivery detail to stay on top of your fleet’s performance
Deferred Revenue ReportCategorize sales into products, services, and charges for accurate revenue tracking
Customer Credit ReportEverything you need to know about Customer Credit Report
Vendor Ranking ReportAssess vendor and brand performance with accurate profit insights
Vendor Purchase ReportTrack purchases by vendor or brand and compare performance over time
Inventory Aging ReportTrack stock age, availability, and movement with powerful reporting