image16.gif

 


 

 

Standard Reports

CORESense provides a list of standard reports that provide commonly used information for review based on a specific date range.

 

image728.gif

 

 

The list of standard reports that are described in the table below include some "legacy" reports that should not be used, as denoted in the description. The purpose of these reports is to provide data from an informational perspective based on the creation date of orders.

ecxclamation.PNG

Important: To obtain reports for accounting  purposes, use the Financials option in the Report manager drop-down list.

 

Report

Description

Export?

Accounts Receivable Report

The Accounts Receivable Report displays an aging report of all orders that have yet to be fully paid for that can be filtered by wither Order Status or Sales Channel. The results provide links from the individual customer name to the customer account details.

No

Accounts Receivable (Legacy)

Used only if identified per specific clients.

NA

Adjustments

The Adjustments Report displays either orders or returns that had an adjustment made and are grouped by the adjustment type within an specified date range.  Customer billing information can also be displayed in this report.

Yes

Backorder Report

The Backorder Report outputs details related to backordered SKUs and associate orders. The report includes Stock items on backorder as well as JIT and Drop-ship ship items that are on PO or in PO Queue.

Click here for additional details.

Yes

Comments

The Comments report lists all comments, grouped by sales channel and comment type within a specified date range.

No

Commission

The Commission report lists total sales and returns for each salesperson, itemized by product as assigned to an order within a specified date range.

No

Customer Account Report

The report is customer based, not orders based and identifies what was paid and compares that amount to what was billed (shipped).

  • The system creates “invoices” for orders/returns having a due balance, which will run every day.
  • The amount recognized is the amount of balance due on the order/return.
  •  When payments are made against an account or an order with due balance, entries are created in the Account Ledger.

Yes

Customer Account Detail Report

The report is customer based, not orders based and identifies what was paid and compares that amount to what was billed (shipped). Report includes detail data such as:

Account

Account Balance          

Associated Order Number

Credit  

Days Outstanding        

Days Overdue

Debit   

Originating Channel      

Terms

Transaction Date          

Type    

Type Ref Number

Yes

eBay Performance

The eBay Performance report lists all auction activity for selected products within a specified date range.

No

Gift Certificates

The Gift Certificates Report displays a detailed summary of gift certificates including the total dollar amount issued, redeemed and expired for a specified date range. Cash In is itemized based on what was issued minus the amount issued with no originating order (i.e., donations customer service certificates).

Yes

Inventory

The Inventory report lists selected SKU(s) current quantities and cost within a specified date range.

Yes

Inventory Costs

The Inventory Costs Report displays the total cost of inventory by warehouse and identifies amount for inventory levels: In Stock, Reserved, and Assigned But Not Shipped / Delivered.

No

Loyalty Export

The Loyalty Rewards Export allows to you to enter a date range and then generate a list of customers that have reached the reward threshold so you can then distribute their reward coupon.

Yes

Loyalty Program Usage

The Loyalty Program Usage report displays all loyalty reward earnings and usage per customer within a specified date range.

Yes

Merchandise Hierarchy

A report that displays sales based on the following criteria:

manufacturer
merchandising hierarchy
sales channel  

Yes

Orders Balance Due Aging Report

The Orders Balance Due Aging Report displays a list of all orders, grouped by a period of days (90, 120, Monthly), that are past due within a specified date range, which can be filtered by Brand. The results provide links from the individual customer name to the customer account details.

 

Click to view Sample Report.

No

Orders Report

The Orders Report displays a list of all orders that can be filtered by Grouping and/or Date options.

Important! This report reflects non-recognized orders, to view data that pulls from the Accounting Summary table, use the Orders Report located under Financials > Standard Reports.

Yes

Orders Report

(Legacy)

Used only if identified per specific clients.

NA

Order Exception Report

The Orders Exception Report displays a list of all orders that have been flagged with a status that is an exception to the order lifecycle automation. You can sort by a single Order Status or choose multiple statuses.

Yes

Payments Reports

The Payments Report displays a listing of all order payments applied within a specified date range. Payments can be filtered to display for one or all Sales Channels and Brands through which orders were placed. Results can be grouped by Receivable Type and/or Customer. The results provide links from the individual customer name to the customer account details.

Important! Authorized credit card payments that have yet to be captured are not included in report results.

No

Product Configuration Exception Report

Provides a list of products where the inventory requirements do not match the configurations.  In most cases this means configurations that have not been assigned inventory requirements. The results provide links from the individual product name to the product details screen in the Product Manager.

No

Product Performance

The Product Performance report lists selected product(s) performance grouped by brands within a specified date range.

Yes

Purchase Order Report

The Purchase Order report generates purchase order activity with multiple filtering, sorting and header options.

Yes

Receiver Log

The Receiver Log report lists all receivers within a specified date range that can be grouped by PO, warehouse, or vendor.

Yes

Recurring Orders

Allows those with Recurring Order functionality to report against customer, product, and order information to manage recurring order activity.

Yes

Returns Report

The Returns Report displays a list of all orders, grouped by sales channel, status, or brands that occurred within a specified date range.

Important! This report reflects non-recognized returns, to view data that pulls from the Accounting Summary table, use the Returns Report located under Financials > Standard Reports.

Yes

Sales Reps

The Sales Reps report lists total sales for each salesperson as assigned to an order  within a specified date range.

No

Sales Tax Report

The Sales Tax Report displays the total sales tax dollar amount by state for orders either created or shipped within a specified date range. Sales tax is calculated at the time of order placement using defined sales tax rules.

Important! This report reflects non-recognized orders, to view data that pulls from the Accounting Summary table, use the Sales Tax Report located under Financials > Standard Reports.

Yes

Sales Tax Report

(Legacy)

Used only if identified per specific clients.

NA

Sales Channel Gross Margin

The Sales Channel Gross Margin displays sales information, grouped by sales channel, for orders created within a specified date range.

No

Value Cards

The Value Cards Report displays a detailed summary of value cards including the total dollar amount issued, redeemed and expired for a specified date range. The results provide links from the individual value card IDs to the value card details in the Value Card Manager.

No

Value Card Transactions

The Value Cards Transactions displays a list value card transactions including the store, Sales Rep ID, transaction type, Vale Card #, total dollar amount, and transaction ID for a specified date range.

Yes

Wish List Report

The Wish List assists in determining customer interest per product. The report shows the number of units of each product on a customer’s Wish List and includes the following controls:

  • Channel selector of web channels, to filter results for the selected channel.
  • Added Date Start and End, to specify date range when items were added to wish list.

The report includes all Active products that meet channel and Add Date parameters.

Yes

 

See Also

 

 

 

 

© 2015 CORESense · 1-866-229-2804 · info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866