Activity Reports
Business activity reports are formal documents that compile and present information about a company's operations and performance. These reports are used to track progress, analyze data, and make informed decisions. They can vary in purpose, format, and frequency, ranging from internal project status updates to external financial statements.
Some Common Reports are:
A Sales Invoice by Totals Report is a summary document that provides a detailed breakdown of total sales amounts, often grouped by specific criteria such as item, customer, or even custom fields. It's a valuable tool for analyzing sales performance and identifying trends.
- You can group the sales data by various factors like:
- Individual Items: This reveals which products are generating the most revenue.
- Customers: This highlights the most valuable clients and their spending habits.
- Custom Fields: This allows for more additional analysis of customers based on your specific business needs.
A Purchases Invoice by Totals Report is a summary document that provides a detailed breakdown of total purchases amounts, often grouped by specific criteria such as item, supplier, or even custom fields. It's a valuable tool for analyzing purchasing performance and identifying trends.
- You can group the purchases data by various factors like:
- Individual Items: This reveals which products are bought the most.
- Suppliers: This highlights the most valuable suppliers and your spending habits.
- Custom Fields: This allows for additional analysis of suppliers based on your specific business needs.
Inventory Profit Margin Reports are reports that analyze the profitability of a company's inventory items. They calculate the margin between the sales price and the cost of those items, providing a detailed look at how profitable each inventory item is. These reports help businesses understand their financial health, manage expenses, and make informed decisions about pricing and inventory control.