Report Centre

Marlin Tyre and Mechanical Workshop Software's Report Centre provides detailed reports about customers, suppliers, items, accounts, purchases and sales.

To access the Report Centre, select Reports > Report Centre from the menu bar.

The various reports that can be generated are shown in the Select Report list on the left.

Reports can be generated as PDF, Excel or Word files, where applicable.

The types of reports that can be generated are described in the relevant sections below.

Each report has a permission associated with it that must be enabled in order for users to view or edit them.

Report Centre permissions can be viewed and edited by selecting System > Company > Security > Permissions from the menu bar.

The View ReportCentre permission controls access to the Report Centre itself.

Generating Reports

Reports > Report Centre

To generate a report, first select it in the Select Report list on the left of the Report Centre.

A description of the report and a form to enter the required information will appear on the right.

Enter the required information using the provided fields and select the output type using the drop-down menu at the bottom.

To generate the report, click on the Generate Report button at the bottom right.

Once generated, the report document will open automatically and can be saved from within the viewing program, if required.

Customer Reports

Reports > Report Centre

The Customer Aged Balances report shows the status of customer accounts and their current balances.

The Customer Payments Due report shows outstanding customer invoices, grouped by customer and due date.

The Deposits report shows a list of current or all customer deposits.

The Customer Marketing Extract shows an extract of customer information, based on recent invoices, who might be suitable for a marketing campaign.

Supplier Reports

Reports > Report Centre

The Supplier Aged Balances report shows supplier accounts and their current balances.

The Supplier Payments Due report shows supplier invoices grouped by supplier and due date.

The Outstanding Supplier Transactions report shows a list of orders when stock has been received but not invoiced, as well as open claims with suppliers.

The Outstanding Supplier Orders report shows a list of a supplier's open orders.

The Supplier Transaction List report shows a list of transactions for a single supplier or supplier reporting group.

The Supplier Goods Receiving report shows a list of items recorded as received from a specific supplier, and whether or not they have been invoiced.

The Supplier Performance report shows the status of orders placed with different suppliers across a selected supplier reporting group.

Item Reports

Reports > Report Centre

The Inventory Valuation report shows the quantity and value of items currently on hand.

The Excess Inventory report shows a list of items whose quantities exceed their maximum reorder levels.

The Model Inventory report shows the value inventory items would be worth at their maximum reorder levels.

The Outstanding Inventory Lots report shows the details and values of item lots that are on hand.

The Warranty Claims report shows the details and values of warranty claims.

The Consignment In report shows the details and value of inventory held on consignment from suppliers.

Account Reports

Reports > Report Centre

The Trial Balance report shows general ledger account movements or balances for a selected period.

The Profit and Loss report shows revenue and expense information for a range of periods, based on a selected finance template.

The Balance Sheet report shows the value of Asset, Liability and Equity general ledger accounts based on a selected finance template.

The Bank Reconciliation report shows the details of completed bank reconciliations and the balances compared to those of a selected accounting period.

The Sub-Ledger Reconciliation report shows sub-ledger balances compared to those of the general ledger control accounts.

The GL Transactions report shows a list of general ledger transactions for selected accounts and date range.

Purchase Reports

Reports > Report Centre

The GL Transactions report shows detailed purchasing information based on the selected conditions.

Sales Reports

Reports > Report Centre

The Top Sales report shows a list of sales by either customers, items or salespeople based on units sold, sales value and gross profit.

The Sales Analysis report shows detailed sales information based on the selected conditions.

The Detailed Item Sales report shows detailed item information for customer invoices and credit notes.