What is Acctivates Standard Report List?

Below is a list of all default Acctivate reports, along with a brief description of what each report contains. If you are interested in report customization, see our related Crystal Reports articles for more information.

Acctivate Standard Report List

Acctivate comes pre-loaded with a list of default Crystal Reports that can be used to return data about your customers, inventory, orders and more. Below is a list of all default Acctivate reports, along with a brief description of what each report contains.

If you are interested in report customization, see our related Crystal Reports articles for more information.

Customer Information Reports

Category	Report Title	Description
Aging	Customer Aging by Due Date (Detail)	Details invoice aging trends by customer.
Aging	Customer Aging by Due Date (Summary)	Summarizes invoice aging trends by customer based on invoice due date.
Balances	Top N Customer Balance Summary	Dashboard report that displays a summary of the top customer balances by customer, customer type or branch. The number of records to be displayed is specified by the user.
Customer Lists	Customer List	Lists customers along with other information such as their salesperson, phone, marketing code, branch, customer type and price code.
Customer Lists	Customers by Marketing List	Customer List grouped by each Marketing List
Customer Sales Reports	Comparative Sales by Product Class by Customer	Comparison of sales, which includes quantity sold, amount sold, cost, sales margin and percentage by customer by product class by product for certain time periods (i.e. today, this month, previous month, this year and previous year).
Customer Sales Reports	Customer by Marketing Analysis	Sales information (i.e. quantity, amount, cost, margin and percentage) summarized by marketing code by customer.
Customer Sales Reports	Marketing Analysis by Customer	Sales information (i.e. total amount, cost, margin and percentage) summarized by customer by marketing code.
Customer Sales Reports	Marketing Analysis Summary	Dashboard report that graphs and lists sales by marketing code and supplies sales information (i.e. quantity, amount, discount percentage, net amount, cost, sales margin and percentage) for each marketing code.
Customer Sales Reports	Product by Customer (Detail)	Details products that each customer has purchased.
Customer Sales Reports	Product by Customer (Summary)	Summarizes products that each customer has purchased. Unlike the detailed version it does not provide the invoice number, order number, date the order was invoiced and the customer’s salesperson.
Customer Sales Reports	Product Class by Customer	Sales data (i.e. quantity, amont, cost, margin and percentage) organized by customer by product class.
Customer Sales Reports	Sales Category by Customer	Sales data (i.e. amount, cost, margin and percentage) organized by customer by sales category.
Customer Sales Reports	Top 10 Customers by Margin	Dashboard report that lists and graphs the top ten customers by sales margin with graph.
Customer Sales Reports	Top 10 Customers by Sales	Dashboard report that lists and graphs the top ten customers by sales amount total with graph.
Invoices	Invoices by Customer	Dashboard report that graphs and/or lists the top overdue invoices by customer.
Invoices	Top N Overdue Invoices by Balance	Dashboard report that graphs and/or lists the top overdue invoices by balance. The number of records to be displayed is specified by the user.
Invoices	Top N Overdue Invoices by Due Date	Dashboard report that graphs and/or lists the top overdue invoices by due date. The number of records to be displayed is specified by the user.
Payments	Top N Customer Payments by Amount	Dashboard report that graphs and/or lists the top customer payments by amount. The number of records to be displayed is specified by the user.
Payments	Top N Customer Payments by Date	Dashboard report that graphs and/or lists the top customer payments by date. The number of records to be displayed is specified by the user.

Inventory Management Reports

Category	Report Title	Description
Analysis	Inventory Analysis by Product	Details the quantity and value of inventory on hand, quantity sales figures, sales revenue numbers, cost of goods sold, turnover rate, number of shipments made to customers, on time customer deliveries and service levels and vendor service level information
Analysis	Inventory Overstock Analysis	Lower inventory investment with the Overstock Analysis Report that uses your Acctivate data to provide an estimate of the one time cash increase your business could realize through improvements in your inventory
Analysis	Inventory Value Summary Chart	Dashboard report that summarizes sales quotes, sales orders, credit memos, service orders or sales/service orders by the salesperson, product class, state, branch, customer type, marketing code or status.
Analysis	Monthly Demand Summary	Enables buying trend analysis to better predict future buying and production needs and improve inventory service levels (see this article)
Analysis	Top N Inventory Value Summary	Dashboard report that graphs and/or lists the top inventory values by product, product class, type, sales category, or warehouse. The number of records to be displayed is specified by the user.
Analysis	Market Basket Analysis on Recent Sales Orders	Generate a list of products associated with each other. This information can be used to locate products in the warehouse such that items that are frequently bought together are located close to each other.
Count	Inventory Variance	Provides information dealing with completed inventory variance counts. These are the completed counts that have already been entered into the system.
Forms	Put Away List for Inventory Receipts	Lists received products and related information (i.e. location, lot location, product ID, lot/serial number, vendor product ID and received quantity) by inventory receipts session.
Products	Bill of Materials	Provides information dealing with products that make up kits and assemblies.
Products	Inventory Products	Summarizes all currently stocked items by product categories.
Products	Product Barcode Label by Product	Displays product barcode labels by product ID.
Products	Product Information	Product information for each product, from the warehouse stocking levels to the price codes, organized into one page.
Products	Product Label by Product	Displays product labels by product ID.
Products	Warehouse Lot/Serial Summary by Location	Summarizes all lot/serial products in the warehouse chosen by location
Transactions	Inventory Adjustments	Summarizes all items that had their inventory levels adjusted.
Transactions	Inventory Assembly	Lists the products used to build an assembly and the process of the transactions.
Transactions	Inventory Balance Adjustments	Summarizes all items that had their inventory balance adjusted.
Transactions	Inventory Balancing Entries	Provides a description of each item that was used to make a balance adjustment.
Transactions	Inventory Detail Journal	Inventory transaction information for products by journal entry number.
Transactions	Inventory Detail Journal by Account	Inventory transaction information with journal entry number by account type for a specific date range.
Transactions	Inventory Issues	Provides a report on the activities performed in the Inventory Issues window.
Transactions	Inventory Ledger	Provides a report on the history of inventory transactions in a given range of time.
Transactions	Inventory Receipts	Provides a report on the activities performed in the Inventory Receipts window.
Transactions	Inventory Summary Journal	Summarizes journal entries by account type for a specific date range.
Transactions	Inventory Transfers	Provides a report on the activities performed in the Inventory Transfers window
Transactions	Landed Cost	Landed Cost Session Report
Transactions	Product Summary by Period	Provides a summary report of each product in inventory for a complete period.
Transactions	Voided Inventory Transactions	Review inventory transactions that were voided using the voided date and user.
Warehouse	Assembly Component Requirements	Provides a report on each assembled item in your inventory and the amount of inventory that is currently in stock for each component for the final assembly.
Warehouse	Inventory Cost Layers Report	Details inventory cost layers (i.e. FIFO and LIFO) data of products in each warehouse.
Warehouse	Inventory Count Sheet	Provides a report on existing inventory count sheets within the system.
Warehouse	Inventory Location Restock	Lists by product class, products that need to be restocked for each warehouse location.
Warehouse	Inventory Lot/Serial Report	Provides a report on existing inventory that has a current lot number or a serial number assigned.
Warehouse	Inventory Product Location List	Lists warehouse location of products by warehouse.
Warehouse	Inventory Reorder Report	Displays all the items in inventory that are currently stocked at a level below their listed reorder point.
Warehouse	Inventory Valuation	Displays the current stock value of all products in warehouses.
Warehouse	Primary Location Restocking	Lists products by product class that are below the primary stock level in their primary warehouse location.
Warehouse	Stock on Hand	Details the current inventory level of your stock according to the transactions in the system.

Issue Tracking (Business Activity) Reports

Category	Report Title	Description
Forms	Issue	Displays information for each business activity in the system, for companies that use a numerical sequential.
Issues	Business Activity Volume by Period	Dashboard report that graphs and/or lists business activities by opened, due or closed date for the day, week, month, quarter or year.
Issues	Business Activity Volume Chart	Dashboard report that graphs in a pie chart and/or lists business activities by type, code, priority, status or assigned.
Issues	Issue Assignments	Lists all business activities by whom they are currently assigned and then by type.
Issues	Issues by Date Report	Lists all business activities by their due date.
Issues	Open Issues Report	Lists all open business activities by type.
Issues	Overdue Issues Report	Lists all business activities that are overdue and need attention, sorted by type.
Issues	Top N Open Business Activities by Due Date	Dashboard report that displays details of the top open business activities by due date. The number of records to be displayed is specified by the user.

Order Processing Reports

Category	Report Title	Description
Cancellations	Lost Business Summary by Period	Dashboard report summary of canceled sales quotes, sales orders, credit memos, service orders or sales/service orders in past the day, week, month, quarter or year.
Cancellations	Lost Business Summary Chart	Dashboard report summary of canceled sales quotes, sales orders, credit memos, Service Orders or Sales/Service orders by the reason, salesperson, product class, state, branch, customer type or marketing code.
Cancellations	Order Cancellation Report	Displays the current sales orders that have not been marked as completed.
Invoices	Invoice Register	Provides a report on current sales orders that have already been invoiced.
Invoices	Sales Invoice Summary by Period	Dashboard report that graphs and/or lists sales invoice totals by a period (i.e. day, week, month, quarter or year).
Invoices	Sales Invoice Summary Chart	Dashboard report that graphs in a pie chart and/or lists sales invoices, credit memos, service invoices or sales/service invoices by salesperson, product class, state, branch, customer type or marketing.
Invoices	Top N Sales Invoice Summary	Dashboard report that summarizes the top sales invoices by customer, customer type, product class, product ID, branch, salesperson, or state. The number of records to be displayed is specified by the user.
Orders	Backorder by Product Report	Details for each warehouse by product the sales orders that are currently backordered.
Orders	Backorder Report	Provides a report, sorted by sales order number, on all items in inventory that are currently listed as being in backorder status.
Orders	Booked Orders	Provides a report on all items in inventory that have a current status of booked.
Orders	Completed Orders	Provides a report on all items in inventory that are currently listed as being completed.
Orders	Open Orders	Provides a full report on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Customer	Provides a report, organized by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Rep by Customer	Provides a report, organized by Rep then by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Open Orders by Rep by Customer Summary	Provides a summarized report, organized by Rep then by customer, on all sales orders that have the status of open. These are not booked or completed orders.
Orders	Order Backlog by Product	Provides a report, sorted by product, on products in inventory that are currently listed as being in backorder status.
Orders	Overdue Orders Report	Provides a report on all sales orders that are currently overdue. An order becomes overdue when it goes past the promised date or the due date that were determined on the original order.
Orders	Sales Order Summary by Period	Dashboard report that provides a quick view of the sales quotes, sales orders, credit memos, service orders or sales/service orders for the day, week, month, quarter or year.
Orders	Sales Order Summary Chart	Dashboard report that creates a pie chart for the sales invoices, credit memos, service invoices or sales/service invoices by salesperson, product class, state, branch, customer type or marketing.
Orders	Scheduled Order Report	Provides a report of all currently scheduled orders, organized by order/line number.
Orders	Shipping Labels for Picked Orders	Displays all the shipping labels for each company that placed an order that matches the filtering criteria.
Orders	Top N Sales Order Summary by Requested Date	Dashboard report that graphs and/or lists a summary of sales quotes, sales orders, credit memos, service orders or sales/service orders amounts by requested date. The number of records to be displayed is specified by the user.
Orders	Top N Sales Orders by Amount	Dashboard report that graphs and/or lists sales quotes, sales orders, credit memos, service orders or sales/service orders amounts, sorted by the amount. The number of records to be displayed is specified by the user.
Orders	Top N Sales Orders by Requested Date	Dashboard report that graphs and/or lists sales quotes, sales orders, credit memos, service orders or sales/service orders amounts by requested date and supplies the order/invoice/credit memo number, customer and amount. The number of records to be displayed is specified by the user.
Product Sales Reports	Comparative Sales by Product by Product Class	Provides a prior month/year comparison of sales by the quantity, amount, cost, margin and percent for the each Product and Product Class. (optionally by Customer)
Product Sales Reports	Product by Product Class	Displays a product report for individual products that are classified in product classes.
Product Sales Reports	Product by Sales Category	Details sales by sales category and then by product.
Product Sales Reports	Product Class Summary	Dashboard report that summarizes activity for each product class that has sales order history for the selected time period.
Product Sales Reports	Sales Category Summary	Dashboard report that graphs and lists sales data by sales category.
Quotes	Open Sales Quotes	Details information for open sales quotes, such as products on the quote, entered date, requested date, customer, product quantity, quote total and more.
Quotes	Sales Quote Forecast	Summarizes open sales quotes for each salesperson.
Salesperson Sales Reports	Commission on Paid Invoices Report	Details paid invoices by salesperson, invoice and product ID; provides information for each invoice/order that was credited to the salesperson for the period; and displays relevant financial information including amount, cost amount and margin.
Salesperson Sales Reports	Commission Report	Details all invoices by salesperson, invoice and product ID. Provides information for each invoice/order and displays relevant financial information including amount, cost amount and margin.
Salesperson Sales Reports	Product Class by Salesperson	Details sales by salesperson by product class by product.
Salesperson Sales Reports	Sales Category by Salesperson	Details sales by salesperson by sales category by product.
Service Billing	Service Billing by Customer	Details service billing activities by customer.
Service Billing	Service Billing by Employee	Details service billing activities by employee.
Service Billing	Service Billing Proof by Customer	Details unbilled service billing activities by customer.
Service Billing	Service Billing Proof by Employee	Details unbilled service billing activities by employee.

Purchasing Reports

Category	Report Title	Description
Forms	Purchase Order Proof Copy	Copies of all purchase orders.
Products	Product List by Vendor	Lists all products by vendor and includes product ID, vendor product ID, description, vendor price, last price, lead time and identifies preferred vendors as well.
Purchase Orders	Completed Purchase Order Analysis	Lists completed Purchase Orders, including total Receipt and PO Invoice quantities
Purchase Orders	Open Purchase Orders	Displays the current purchase orders that have not been marked as completed.
Purchase Orders	Open Purchase Orders by Issue Date	Details the current purchase orders that have not been marked as completed, based on purchase date.
Purchase Orders	Open Purchase Orders by Product ID	Details the current purchase orders that have not been marked as completed, based on a specific product ID.
Purchase Orders	Open Purchase Orders by Supplier	Details the current purchase orders that have not been marked as completed, based on specific vendors.
Purchase Orders	Open Purchase Requests	Displays current open purchase requests.
Purchase Orders	Open Request for Quote	Displays current purchase orders that are marked with the status of Request for Quote, organized by PO number.
Purchase Orders	Open Special Order Purchase Orders by Issue Date	Lists open special order purchase orders by issue date.
Vendors	Top N Vendor Balance Summary	Dashboard report that graphs and/or lists the top vendor balances by vendor, vendor type or state. The number of records to be displayed is specified by the user.

Packaging/Shipping Reports

Category	Report Title	Description
Shipments	Shipment Detail	Lists shipments and their shipping information (i.e. shipment, status, ship date, service, ship to address and package ID.)