Standard Reports and Dashboards

Introduction

Custom reports includes a number of predefined standard reports and dashboards. These example template reports and dashboards can be used for reference to illustrate how report and dashboards can be assembled to report on their data.

The content of the Standard reports and Adhoc views from the 'Standard' folder cannot be edited or deleted, however, all the Standard reports and Adhoc views can be copied, have their contents edited and saved as user created reports.

Standard Reports

Standard reports are built from ‘Ad Hoc Views’, using a collection of specific data fields selected from domains. These reports can be viewed the from 'Reports and Dashboards' screen

The following example standard reports can be used for reference:

Invoiced Sales Report

This report uses the Sales Domain > Sales Invoice set

This report lists sales by stock item value with multiple filters to search records:

Report Filters

Invoiced Sales Report includes multiple filters such as:

  • Customer - The option to select one or multiple customers
  • Invoice Date - 'From date' and 'To date' can be selected to search records. By default, the system lists One Year record from current date
  • Item Name - Option to select one or multiple Items
  • Item Type - Option to search sales for item type. For example 'Stock item', 'Consumable', 'Service' etc. can be selected
  • Reversed - To filter out Reversed Sales Invoices
Invoices Awaiting Payment Report

This report uses the Sales Domain > Sales Invoice set

This report lists all sales invoices which are awaiting payments from customers and includes sales invoices which are fully outstanding or part paid together with their outstanding value.

Invoice Value and Outstanding values can be seen in base currency i.e. GBP as well as document currency

Report Filters

  • Customer - Option to select one or multiple customers
  • Payment due date - A date range can be selected to search records. By default, the system lists One Year record from current date
  • Payment Status - Option to filter on part paid and outstanding invoices
Unreceived items report

This report uses the Purchase Domain > Purchase order set.

Reports on the quantity of items outstanding on purchase orders that are awaiting to be received are displayed in this report. Purchase orders that have been cancelled are not reported .

Report Filters

  • Supplier - Option to filter records by supplier
  • Item Type
  • Location
  • Due Date - A date range can be selected to search records
  • Order Status
Stock Summary Report

This report uses the Stock Domain > Stock and Stock Location set

This report is equivalent to the BCE 'Stock Quantity Detail Report' but includes an additional field named 'Stock code'.

The report is grouped by stock code and stock name

Report Filters

  • Stock Name - Allows search of one or multiple stock items at a single point of time
  • Location - Option to search records for one or multiple stock locations
  • Obsolete - Option to filter out obsolete stock
Current Stock Valuation Report

This report uses the Stock domain > Stock and Stock location set

This report shows the valuation of stock items using 'Current stock quantity * Current cost price' of a stock item

This report shows the valuation of stock currently held by location as at today and shows the last moved date of stock movement

Report Filters

  • Stock Items - Option to filter one or multiple stock items
  • Stock location
  • Stock Group
Bank Payment Report

This report uses the Finance domain > Finance Payment Receipts

The bank payment report lists all payments from their respective banks to other accounts.

Report Filters

  • Accounting Date - Date range 'From date' and 'To date' can be selected
  • From Account - Displays debit account name
  • To Account - Displays credit account name
Bank Receipt Report

This report uses the Finance domain > Finance Payment Receipts

The bank receipt report lists all receipt types and values received into the Bank account

Report Filters

  • Accounting Date - Date range 'From date' and 'To date' can be selected
  • From Account - Displays debit account name
  • To Account - Bank account where value is credited

Standard Dashboards

Standard dashboards are built from ‘Ad Hoc Views’, a collection of specified data fields selected from domain sets. These dashboards can be viewed from 'My Dashboard' menu

The following example standard dashboards can be used for reference:

Sales Revenue Dashboard

Sales revenue dashboard can be viewed from My Dashboards > Sales

The sales revenue dashboard displays business revenue generated from sales for a calendar year. Sales revenue can be compared by year as well as by month to display sales trends

This dashboard includes two dashlets

  • Yearly Sales Revenue - This dashlet displays yearly sales revenue. Clicking on the pie area for any year will refresh the monthly sales revenue dashlet which will display the monthly sales revenue breakdown for a year.
  • Monthly Sales Revenue - This dashlet displays the monthly breakdown of sales revenue for the calendar year.

Monthly Sales Revenue can be drilled into further for a more detailed report together with the items and sales revenue account.

The sales revenue dashboard includes the following filters which are also available as drill through options from the 'Sales Revenue Detailed Report'

  • Year
  • Sales revenue summary account
  • Customer name
  • Project
  • Department
Working Capital Dashboard

The Working capital dashboard can be viewed from My Dashboards > Finance

The Working Capital Dashboard is designed to provide a measurement of company’s short-term financial health and can be filtered for single calendar year.

Working capital is defined as the difference between current assets and current liabilities.

The Working Capital Dashboard includes three dashlets;

Working Capital

  • Showing the monthly trend of working capital for Calendar year
  • Trend of Current Ratio can be added with working Capital. The current ratio is a liquidity ratio that measures a company's ability to pay short-term obligations. Current ratio is calculated as (Current Assets / Current Liabilities)

Current Assets

  • Showing the monthly trend of Current Assets. A higher trend of current asset indicates positive cashflow within business

Current Liabilities

  • Showing the monthly trend of Current Liabilities. The trend for both current assets and liabilities illustrates how well working capital is managed on a monthly basis
Profit & Loss Dashboard

Profit & Loss Dashboard can be viewed from My Dashboards > Finance

There are two Dashboards for Profit & Loss

  • CY Profit & Loss - Displaying highlights for calendar year
  • FP Profit & Loss - Shows the Profit and loss based on financial years along with financial periods for revenue and expenses

On opening any dashboard, the values for one financial year are displayed. Users can apply filters to view the dashboard for single or multiple years

There are six dashlets included in profit & loss dashboard

  • Gross Profit - This is the profit that a company makes after deducting costs associated with making and selling its products. In other words, this is the amount of money earned
  • Net Profit - Net Profit is also known as Net Income/Net earnings. It represents the financial standing of a company after all expenses have been paid
  • Net Profit Margin - This ratio is used to represent a business’ net profit as a percentage based on sales revenue. The ratio shows how much of the sales revenue earned is a Net Profit. It is calculated as (Net Profit/ Sales Revenue) *100
  • Revenue Vs Expenses - This KPI shows the Revenue and Expenses for a business
    This KPI can be viewed by Calendar month and can be viewed by Financial period for the Financial Year

Note: For Financial Periods where there are more than 12 financial periods, the graph will display 12 periods. Periods 12 and later are consolidated into the bar displayed for period 12

There is drill through available in this KPI, which opens detailed report for revenue and for Expenses

  • Revenue Breakdown - This shows breakdown of sales revenue. Immediate summary accounts that are viewed under Sales revenue can be seen in the chart
  • Costs Breakdown - Shows direct costs breakdown for the financial or calendar year. Can be viewed for one or multiple years for comparison

Purchase Activity Dashboard

Purchase Activity Dashboard can be viewed from My Dashboards > Purchase

This dashboard is designed to provide highlights of monthly Purchase Order and Purchase Invoice values for the calendar year. Users can apply a filter to see the dashboard for single or multiple years

Purchase Activity Dashboard includes two KPI's

  • PO Summary by Month - Detailed report as drill through can be viewed by clicking any bar in the KPI
  • PI Summary by Month - Detailed report as drill through can be viewed by clicking any bar in the KPI
Stock Summary Dashboard

Stock Summary Dashboard can be viewed from My Dashboards > Stock.

Stock summary dashboard is designed to provide highlights of top selling and procurement items. This dashboard can be viewed by applying filters for a single calendar year. This dashboard inclues 4 KPI's:

  • Top Selling Items - This dashlet uses fields from Sales domain > Sales Invoice. This shows the top 10 selling items in terms of items with higher sales values. This dashlet can be further drilled through to other KPIs that show monthly sales values for the item
  • Top Procurement items - This dashlet uses fields from Purchase domain > Purchase Invoice. This shows the top 10 procurement items in terms of items with higher purchase value. This dashlet can be further drilled through to another KPI which shows monthly purchase values for the item
  • Stock Valuation - This KPI shows the valuation of stock by location as at current date
  • Stock Group Valuation - This KPI shows stock valuation by group. On clicking any stock group, will refresh the top selling and top procurement KPI such that both KPI shows the top items of the particular stock group
CRM Dashboard

CRM Dashboard can be viewed from My Dashboards > CRM

The sample CRM Dashboard shows 4 dashlets and displays the highlights for a calendar year

  • Opportunity Chance – This shows the count of opportunities which are falling in respective range of opportunity conversion. There is interaction from this dashlet to ‘Opportunity by status’, clicking any range will update ‘Opportunity by Status’ that shows the status of opportunity counts falling in the range
  • Opportunity by Status – This shows a count of opportunities that belong to a respective status. Drill through is added which takes user to the Opportunity Summary Report from this dashlet
  • Opportunity Value Status wise – This is represented in cross tab and displays the status and range of opportunity with opportunity value.
  • Priority Complaints – This shows a count of open complaints by moth distributed within the respective priority. A drill through report is available on this dashlet that shows more detailed information for complaints


Did this answer your question?


Powered by HelpDocs (opens in a new tab)