Report Styles

Your customers and sales team will love taking advantage of all the reporting features that entrée.NET provides, including:

 

•Up to 13 months of customer sales history will always be available when generating reports.

 

•All reports can be fully customized to provide control over data fields, data field order and filtering, as well as sorting and grouping on select fields.

 

•Multiple “Filters” can be defined per report to give your customers the exact info they need.

 

•There are several report output format options including: HTML, PDF (Portrait/Landscape) and Excel 97 (.xls) or 2007 (.xlsx).

 

•“Bill To” master accounts can report on all or individual “Ship To” locations.

 

•Built in calendar tool to select day, month and year.

 

•Custom report configurations can be created, named and saved for repeated use.

The following are some of the report styles which are currently available:

 

•Invoice Detail

•Invoice Summary

•Inventory Worksheet

•Scanned Invoices

•Item Consumption

•Order Guide / Product Listing

•Open Balances

•Usage by Brand

•Prospect Price Quotes

•Prospect Listing

 

 

 

The information generated in the reports can be customized to suit individual business requirements. Customers and salespeople can create and save custom report configurations geared to their reporting style to make running periodic reports an easy and convenient process.

 

Report Configuration

The information generated in the reports can be customized to suit individual business requirements. Customers and salespeople can create and save custom report configurations geared to their reporting style to make running periodic reports an easy and convenient process.
 
Report configuration options include:

 

•You can specific a “Beginning Date” and “Ending Date” range.

 

•All possible “Available Columns” are provided and can be selected to show on the report by placing them in the “Active Columns” list.

 

•Reports can be filtered by Item Number, Class, Brand Name, Lot Number and Delivery Location.

 

•Primary Sort and/or Secondary Sort fields can be viewed in ascending or descending order.

 

•Reports can be sorted by Invoice Date, Item Number, Brand Name, Class, Customer Name, Delivery Location or Sequence fields.

 

 

 

Item Number was selected as the Primary Sort column above and no Filters or Subtotals were used in this report configuration.

Report Examples

The following are some examples of reports that can be generated with entrée.NET:

 

•Invoice Detail, Usage by Brand

 

•Inventory Worksheet

 

•Open Balances

 

•Item Consumption

 

•Invoice Summary

 

•Order Guide

•Invoice Detail