Crystal Reports - Portfolio
These are some of the custom Peachtree reports we have created using Crystal Reports.
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Inventory Analysis by Quantity
This report shows 12 months activity for inventory items summarized monthly by Beginning Balance Qty, Qty Received, Qty Sold, and Qty Adjusted.
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Customer List by Rep with Year to Date Sales
Finds the total sales for each customer and prints that total for the Sales Rep specified on the Customer Card. The amounts printed are the same as the amounts shown as Sales on the History tab on the customer card.
To include all Reps, print from 000 to zzz. Customer cards with no sales rep specified are not included in the report. Notice that the name of the report file is included at the bottom of the report as part of the page footer.
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GL Detail with Running Totals
Simplified General Ledger Report prints for any account specified for a range of dates. Start and end dates are flexible and do not have to be period end dates.
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Export Customer Balances to Oracle
The purpose of this report is to prepare data for export to a larger Oracle accounting system. The report prints customers whose TYPE = "D". Customer Custom Field 2 is used for the Oracle GL Account.
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Inventory Shortage Report
Shows inventory shortages and replenish costs. Qty Sold YTD is as of the date specified.
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Sales Order Including Vendor ID and Item Costs
This is a Sales Order that has been modified for internal use. Included as additional columns on the sales order are the ID of the vendor from whom the item is generally purchased and the cost of the item being sold.
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Quantities Sold to Customers
Shows 12 months of Quantity Sold data for inventory items - summarized monthly. Prints for customers specified. Data for each customer starts on a new page. The period covered by the report is for the 12 months up through the end date specified. This report can then be sent to customers who can use the information to place their next order.
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