Vital Sign Reports

Sales Revenue By Customer Report - The Sales Revenue By Customer Report provides a detailed listing of Closed Order Sales sorted by Top Customers based on dollars spent.  Note: The largest revenue customer may not necessarily be the most profitable. 

Sales Revenue By Top Product Sold Report - The Sales Revenue By Top Product Sold Report shows the company's top revenue producing products. 

Income Worksheet - The Income Worksheet Report provides a real time and historical snap shot of the sources and uses of Income for the company during the reporting period.

Cost of Good Sold Summary Report - The CGS Summary Report show the total cost of goods for each order. 

Cost of Good Sold Detail Report - The CGS Detail Report show the total cost of goods and a detailed line by line review of the cost of goods for each order. 

Monthly Expense Report - The Monthly Expense Report shows all Expenses for the reporting Month.  This reports differs from the Expense Report printed in the Monthly Expense Report Module in that it includes expenses entered though the JV Entry Module and automatically entered expenses.

Closed Invoice Order Report - The Closed Invoice Order Report provides a month-to-date view of Closed Invoice Orders.  Closed Invoice Orders represents Completed Sales.

Open Invoice Accounts Receivables Report - The Open Invoice Accounts Receivable Report provides a month-to-date view of the Open Invoices or Account Receivables.  Accounts Receivable are not included in Sales Revenue Totals.

Invoice Sales Returns and Allowances - The Invoice Sales Returns and Allowances reports provides a view of all Returned Invoice Items by Order ID.  Note:  Sales Revenues do not include Returned Invoice Items. 

Closed Invoice Average Days Late - The Closed Invoice Average Days Late Report provides a snapshot of the average days that the Invoice Order Exceed The Invoice Terms.  For Example, if the invoice terms are Net 30 Days, and the Invoice was closed in 35 Days, then the Average Days Late would be 5.  This reports represents your customer's ability to pay and your ability to collect.  The goal here is to keep this number as small as possible.  The larger the number the greater the risk of bad debt or order defaults.  Average Days Late of 0 is the goal and Average days late of 7 or more is cause for concern.        

Lease Finance Payment Report by Customer Report - LF Payment Report By Customer provides a month-to-date report of all payments received by customers for Leased or Financed IH Orders.  

Closed Purchase Order Report - The Closed Purchase Order Report provides a month-to-date view of the purchase orders that were closed during the month.  Closed Purchase Orders represent expenses for supplies, goods or raw materials purchased, etc.

Open Purchase Orders Report - The Open Purchase Orders report represents Accounts Payable liabilities for the company.  Note: Accounts Payable orders are considered short term liabilities or debt.  

Purchase Orders Sales Returns and Allowances - The Purchase Order Sales Returns and Allowances reports provides a view of all Returned Purchase Order items.  Note:  General and Administrative Expenses do not include Returned PO items.   

Closed PO Average Days Late - The Closed PO Average Days Late Report provides a snapshot of the average days that the the company paid its short term AP debts.  The goal is to have this number as large as possible without adversely affecting suppliers or credit rating. 

Sales Taxes Collected - The Sales Taxes Collected Report is used provide a month to date report of all State, province, or regional sales taxes collected. 

Other Taxes Collected - The Other Taxes Collected Report is used to provide a month-to-date report of Federal, National or other sales taxes collected. (Note: The Other Taxes Collected report is used primarily by countries that have federal or national sales taxes.)