Running reports

Related concepts

Get information about specific reports

Accounts Receivable reports

Operational reports

Operational report catalog

Package catalog

Customer Relationship Management reports

Fixed Assets reports

General Ledger reports

Inventory reports

Maintenance Management reports

Manufacturing reports

Payroll reports

Purchase Orders reports

Project Costing reports

Rental reports

Retail reports

Resource Management reports

Sales reports

Sales Orders reports

Service reports

Warehouse Management System reports

Accounts Payable reports

Drill through reports reference

Managing your content

Finding the standard reports and dashboards

Guidelines for large reports

Report authoring resources

Traffic light images

Related tasks

Move keyword search results into a report

Rename your content

Embed your content into a web page

Add a menu item to open a report in Pronto Xi

Add a menu item to open a dashboard in Pronto Xi

Add a menu item to open a folder in Pronto Xi

Add a menu item to open a legacy dashboard in Pronto Xi

Change the default report output

Create a shortcut to content

Exporting report data

Perform a keyword search

Run a report

Save a copy of your content

Schedule a report

Related reference info

AR02 — Aged Trial Balance

AR03 — Customer Transactions

AR04 — Current Period Aged Trial Balance

Report prompts

Range box

Selection box

Text box

Date selection object

Drop down

CRM02 — Campaign Statistics

CRM03 — Campaign Transaction Statistics

CRM04 — Leader by Rep

CRM05 — Opportunities by Rep

FA02 — Acquisition

FA03 — Activity

FA04 — Disposal

FA05 — Reconciliation

FA06 — Fixed Assets Transactions

GL02_2 — Statement of Financial Position

GL03_2 — Statement of Financial Performance

GL04 — Trial Balance

GL05 — General Ledger Transactions

GL06 — Expense Analysis

GL08 — Projected Cash Flow

GL09 — Account Movement Analysis

GL10 — GRNI

GL12 — Statement of Cashflows

INV02 — Stock Status

INV03 — Item Transactions

INV04 — Valuation

INV05 — On Hand by Style Colour Size

INV06 — Stocktake Uncounted Items

INV07 — Stocktake Variation & Valuation

MAINT02 — Plant Items by Cost

MAINT03 — Monitor Points Status

MAINT04 — Outstanding Pick Slips for Work Orders

MAN02 — Availability/Shortage

MAN03 — MRP Exceptions

MAN04 — Work Centre Scheduling

MAN05 — Work Order Production Costing

MAN06 — Work Order Status

PAY02 — PAYG Payable

PAY03 — PAYG Reconciliation

PAY04 — Leave Liability

PAY05 — Payroll Tax

PAY06 — Superannuation

PAY07 — Employee Listing

PAY08 — Employee Years of Service

PAY09 — Cost Analysis by Category Code Summary

PAY10 — Cost Analysis by Category Code Detail

PAY11 — Overtime Analysis Summary

PAY12 — Overtime Analysis Detail

PAY13 — Transaction by Pay Code Summary

PAY14 — Transaction by Pay Code Detail

PO02 — Purchase Orders

PO03 — Shipment Costs

PROJ05 — Project Executive Summary

PROJ06 — Project Performance

PROJ07 — Project Summary

PROJ08 — Project Month Analysis

PROJ09 — Project Transaction

PROJ10 — Project Reconciliation

PROJ11 — Project Variations

PROJ12 — Labour Utilisation

PROJ13 — Employee Listing

PROJ14 — Timesheet Details

PROJ15 — Basic Employee Listing

RENTAL06 — Fleet Utilisation

RENTAL07 — Equipment Utilisation

RETAIL02 — Cash Drawer Transaction List

RETAIL06 — Store Daily Sales

RETAIL08 — Tender Tracking

RETAIL09 — Shipped Statistics

RETAIL10 — Cash Drawer Reconciliation

RETAIL11 — Price Change

RETAIL12 — Sale by Store by Lane (excl Kits)

RETAIL13 — Laybys

RM01 — Resource Management KPI Analysis

RM02 — Resource Utilisation

RM03 — Resource Roster

SALE02 — Sales Analysis

SALE03 — Sales

SALE04 — Invoice by Style Colour Size

SO02 — Sales Orders

SRV02 — Annual Service Centre Value by Contract Type

SRV03 — Engineer Utilisation Details

SRV04 — Performance by Period

SRV05 — Service Contract Review

SRV06 — Service Engineer Productivity

SRV07 — Service Engineer Transactions

SRV08 — Contract SLA Compliance

WMS02 — Bin Location Pick Lists

AP02 — Aged Trial Balance by Transaction Date

AP03 — Supplier Transactions

AP04 — Payment Commitments by Supplier

AP05 — Foreign Currency Exposure

AP06 — Current Period Aged Trial Balance

AP01D1 — Unsettled Invoices

AP02D1 — Aged Trial Balance Detail

AP06D1 — Current Period Aged Trial Balance Detail

AR01D1 — Accounts on No Supply

AR02D1 — Aged Trial Balance – Detail

AR04D1 — Current Period Aged Trial Balance Detailed

GL06D1 — Expense Analysis Detail

GL09D1 — Account Movement Analysis

INV01D1 — Minimum and Maximum Items

INV02D1 — Stock Status Purchase Orders

INV02D2 — Stock Status Sales Orders

PROJ05D1 — WIP Transactions Detail

PROJ07D1 — Project Summary Detail

PROJ08D1 — Project Month Analysis Detail

PROJD1 — Project Transactions Detail

PROJD2 — Project Variations Detail

SALE02D1 — Sales Analysis

SALE02D2 — Sales Analysis

SALE03D1 — Sales