Connected Reports
Built-in reports for every part of your business, from the general ledger to inventory, manufacturing, and job costing.
70built-in reports
33included in Core Financials and Enterprise
37more in Connected Enterprise
Enterprise Only available in Connected Enterprise Opens a how-to article in our knowledge base
General Ledger
7 reports
Income StatementRevenue, expenses, and net income for any period.
Balance SheetAssets, liabilities, and equity at a point in time.
Chart of AccountsYour general ledger accounts and their settings.
Trial BalanceDebit and credit balances for every account, to confirm your books balance.
Cash FlowCash coming in and going out over a period.
Financial HistoryFive-year comparison of Income Statement figures.
Journal EntriesPosted general journal entries and their account distributions.
Customers & Sales
13 reports
Customer ListCustomer contact and account details.
Customer StatementsStatements of open invoices and payments to send to customers.
Customer AgingOutstanding receivables grouped by how long they are past due.
Customer Item HistoryItems purchased by each customer, with quantity, sales value, and optional cost.
Customer Sales HistorySales to each customer over time.
Customer Invoice AnalysisSales and profit margin by customer and item.
InvoicesPrint, save as PDF, or batch email invoices to customers.
Sales JournalInvoices posted in a period, with their G/L distribution.
Sales Tax SummarySales tax collected, summarized for filing.
Item Sales HistoryQuantities and sales of each item over time.
Sales Rep ListYour sales reps and their details.
Sales by RepSales totals for each sales rep.
Receipts JournalCustomer payments received in a period.
Vendors & Purchasing
17 reports
Vendor ListVendor contact and account details.
Vendor AgingOutstanding payables grouped by due date.
Vendor Purchase HistoryPurchases from each vendor over time.
Purchase JournalVendor invoices posted in a period.
On Hold JournalVendor invoices placed on hold.
Payment AdvicePayment details to print or email to vendors.
Disbursements JournalPayments made to vendors in a period.
Expense ReportsExpense entries, including imported credit card expenses.
Purchase OrdersPurchase orders to print or email to vendors.
Purchase Order JournalPurchase orders issued in a period.
Buyers ReportEnterpriseOpen purchase orders for each buyer.
Expected ShipmentsEnterprisePurchase orders due to arrive.
Overdue ShipmentsEnterprisePurchase orders past their expected date.
ReceivingsEnterpriseGoods received against purchase orders.
Vendor Item HistoryEnterpriseItems purchased from each vendor over a period.
Cash RequirementsCash needed to pay upcoming vendor invoices.
1099 Report and FormsVendor 1099 totals and printed 1099 forms.
Order Entry
8 reports
Sales QuotesEnterpriseQuotes to print or email to customers.
Sales Quotes JournalEnterpriseQuotes issued in a period.
Sales OrdersEnterpriseOrder confirmations to print or email.
Sales Orders JournalEnterpriseSales orders entered in a period.
Incomplete OrdersEnterpriseOrders that are not yet fully shipped.
Picking ListEnterpriseItems to pull from stock for each order.
Packing SlipsEnterpriseDocuments that ship with each order.
Shipping LabelsEnterpriseAddress labels for outgoing shipments.
Inventory & Manufacturing
15 reports
Inventory Item ListYour inventory items and their key details.
Item List and LabelsEnterpriseItem listings and item labels.
Master Item ListEnterpriseManufactured items and their components.
Price ListEnterpriseItem prices to share with customers.
Item HistoryEnterpriseEvery movement of an item, from receiving to sale.
Sales AnalysisEnterpriseItem sales, cost, and margin over a period.
Manufacture AnalysisEnterpriseManufacturing activity and costs by item.
ProductionEnterpriseFinished goods produced in a period.
ConsumptionEnterpriseComponents used in manufacturing.
MRPEnterpriseMaterial requirements for upcoming production.
Inventory MovementEnterpriseQuantities moving in and out of stock over a period.
TransactionsEnterpriseInventory transactions by item and type.
Job Costing
10 reports
Job ListEnterpriseAll jobs and their details.
Open JobsEnterpriseJobs still in progress.
Job ProfitabilityEnterpriseRevenue, cost, and profit for each job.
Job Costing by Cost/by PhaseEnterpriseJob costs broken down by cost type or phase.
Timesheet TransactionsEnterpriseLabor time charged to jobs.
AdjustmentsEnterpriseAdjustments posted to jobs.
Estimate DetailsEnterpriseEstimated (budgeted) amounts for each job.
Work in Progress (WIP)EnterpriseWork in progress values for open jobs.
Billing WorksheetEnterpriseHelps calculate customer billing for jobs, by phase and period.
Gross Margin by JobEnterpriseGross margin for each job.
