Some of the reports available in Topsales
Contact
Reports
-
Contact phone list 1
- Contact phone list 2
- Contact phone list 3
- Contact phones & email
- Contact address and phones
- Contact detail
- Contact notes
- Contact list - custom (3
columns)
- Contact list - custom (5
columns)
- Contact list - custom (2x5
columns)
- Contact list by company
- Contact list by state
- Mailing list
- Mailing label
You can use topsales powerful query
criteria to customize your report output.
For example: you like to print all your contacts from New York City,
just enter New York in the city criteria and press OK button to get the
report.
For contact reports there are two type of record selection methods:
-
Range based selection
- Filter based selection
Activities
Reports
-
Activities by date
- Activities by contact
- Activities by project
- To-do list
Company
Reports
-
Company
details
- Company list - custom (3
columns)
- Company list - custom (5
columns)
- Company list - custom (2x5
columns)
Marketing
Reports
-
Lead source quantity
- Lead source sales
analysis.
- Marketing plans
- Marketing plan actions by
date
Product
Reports
-
Product summary list
- Product summary list by
description
- Product detail list
- Product selling price
- Product price analysis
- Vendor - last purchased
price
- Product group list
Customer/Vendor
Reports
-
Account list by a/c code
- Account summary list
Sales
Reports
-
Sales detail
- Sales summary
- Sales order list
- Sales order - items
delivered
- Sales order by
vendor/product
- Sales order by
vendor/product/customer
- Sales order by
vendor/customer
- Sales order by
vendor/requested delivery date
- Sales order by sale
person/customer
Sales
Analysis
-
Customer summary
- Customer/product
- Product
- Product group
- Product group/customer
- Sales person/customer
- Sales person/product
- Sales person summary
- Product/customer
transacted price
- Area/product
- Area/customer
- Account type
- Vendor/product
- Vendor/customer
- By sales value
- Customer by month
- Customer/product by month
- Product/customer by month
- Sales person by month
- Product by month
- Area by month
- Top/Bottom 10 Sales By
Customer
Most sales analysis reports can be exported
to Microsoft Excel.
Bank
Reports
-
Transaction category
- Department
- Receipt daily collection
- Receipt summary
- Customer ageing detail
- Customer account activity
- Customer balance summary
- Bank book
- Bank reconciliation
- Income statement
- Expenses list
Inventory
Control
-
Inventory transaction.
- Inventory transaction summary
- Inventory movement by
product
- Good received note list
- Delivery order list
- Quantity analysis by
account
- Stock card
- Inventory balance
- Inventory balance by
product group
- Outstanding delivery order
- Stock take sheet
- Stock reorder
- Stock availability
- Stock value
- Stock status and value
- Product group status and value
And many more reports with flexible selection criteria. |