Production reports
- In production report: The list of elements (jobs, casting trees, etc.) currently in production.
- In production summary report: This report shows the number of active elements in each service.
- Job duration summary report: Shows the list of jobs (in a certain period) displaying order, due and finish dates, also showing proposed and finish dates and calculates the delay if any.
- Delayed jobs report: Shows the list of delayed jobs (in a certain period) displaying order, due and finish dates, and the amount of delay.
- Completed job orders: Displays the list of completed job orders, specifying the main attributes and the completion date of the job order.
- JO items: Shows the items of the job orders, displaying the main attributes and the parent orders of the items.
Inventory reports
- Inventory movement list: The list of inventory movements.
- Inventory movement summary list: Shows the list of inventory movements displaying movement dates, item group, item type and the movement of inventory or metal inventory.
- Inventory movement summary list by customer: Displays the inventory movements showing the customer as well.
- Inventory stock summary: Report about the inventory stock (in a certain period).
- Items in production: The list of item types used currently in production.
- Metal inventory movement by category: Displays the inventory movements showing the movement category as well, if the movement is assigned to any.
- Item type list: Report about inventory items.
- Item type prices: The list of inventory items and its pricing type.
- Item type prices by customer category: Shows the list of inventory items displaying item group and customer category.
Casting reports
- Jobs under casting: Shows the jobs currently under casting. Results can be narrowed by date and metal type.
- Flasks list: The list of flasks in a certain period and/or from a certain metal type.
- Flasks summary list: Shows a list of the number of flasks used by metal type.
- Flasks periodical summary list: Shows a list of the number of flasks used by metal type based on a certain period.
- Non casting jobs: Shows any job in a period that does not include the casting service.
- Metal usage: Shows the weight (OZ, gram, dwt) of metals used and also the number of flasks in a certain period.
- Metal loss: Shows the metal loss for metal types within the selected date range.
- Casting tree list: The list of casting trees.
Joborder reports
- Joborders list: Shows the list of Job Orders that can be filtered based on multiple criteria.
- Joborders summary by status report: Displays every Job Order status and the number of Job Orders in each of them.
- Joborder summary by customer report: The list of customers having Job Orders in a selected period and the count of their orders.
- Open joborder list: The open job orders’ list can be narrowed by period.
- Jobs completed: Results can be narrowed by period.
- Canceled job list: List of all canceled jobs.
- Canceled job summary: Shows a list of every possible reason of cancelling a job, and shows the number of canceled jobs for each reason.
- Job order items: Shows a separate list of every item in currently active Job Orders.
- JOs by priority: Lists the job orders by their priority that is calculated based on the due date and the actual delay of the job order.
- Rejected job: Shows the list of Job Orders which were rejected.
CRM reports
- Customer list: Lists all customers.
- Sales by customers: Summarizes the sales by customers.
- Sales by customers and reps: Lists job and invoice totals by customer and by sales representative.
- Active – Non Active customers: Shows the list of active and inactive customers that can be filtered based on multiple criteria.
- Customer monthly sales: Summary sheet of customers’ monthly sales.
Sales reports
- Price quote list: List of Price Quotes in a certain period. It can be further filtered by customer, status and job code.
- Price quote summary by status report: Shows the number of Price Quotes of each status.
- Price quote summary by customer report: Shows the list of customers and the number of their total and rejected Price Quotes.
- Job order value: The list of active jobs displaying their metal/service/shipping price and total order value.
- Job order value summary by customers: Shows the list of customers and the value of their Price Quotes, sales and billed amounts.
- Sales by items: Summarizes the sales by item groups.
- Credit memo: The list of credit memos and invoice payments in a certain period.
- Daily sales summary by metal: Summary sheet of daily sales based on different metal types.
- Sales summary: Summary of the sales for a period based on the different items and services.
- Daily Prices: Summary sheet of daily metal prices.
- Purchase order list: List of Purchase Orders in a certain period. It can be further filtered by customer, status, vendor, item type and PO code.
Invoice reports
- Invoice list: List of invoices created in a certain period.
- Invoice details by customer: Shows the list of customers’ invoices. It can be further filtered by invoice due date, customer, customer category, status and payment term.
- Credit memo list: Lists all credit memos.