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 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.

Note

Some documents may take a few moments to generate, depending on their complexity.

Customer Reports

Reports > Report Centre

Customer Aged Balances

Shows the status of customer accounts and their current balances.

Customer Payments Due

Shows outstanding customer invoices, grouped by customer and due date.

Deposits

Shows a list of current or all customer deposits.

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

Supplier Aged Balances

Shows supplier accounts and their current balances.

Supplier Payments Due

Shows supplier invoices grouped by supplier and due date.

Outstanding Supplier Transactions

Shows a list of orders when stock has been received but not invoiced, as well as open claims with suppliers.

Outstanding Supplier Orders

Shows a list of a supplier's open orders.

Supplier Transaction List

Shows a list of transactions for a single supplier or supplier reporting group.

Supplier Goods Receiving

Shows a list of items recorded as received from a specific supplier, and whether or not they have been invoiced.

Supplier Performance

Shows the status of orders placed with different suppliers across a selected supplier reporting group.

Item Reports

Reports > Report Centre

Inventory Valuation

Shows the quantity and value of items currently on hand.

Inventory Movement

Shows the movement and closing number of relevant items for a selected period.

Note

The Inventory Movement Report can be limited to a specified number of days using the Report.InventoryMovement.CurrentDaysLimit company setting.

Users with View Inventory Movement Report permissions are then limited in the following ways:

View Inventory Movement Report - Current can only generate the report for the restricted number of days, prior to the current date
View Inventory Movement Report - Historical can generate the report for any date range

Excess Inventory

Shows a list of items whose quantities exceed their maximum reorder levels.

Model Inventory

Shows the value inventory items would be worth at their maximum reorder levels.

Outstanding Inventory Lots

Shows the details and values of item lots that are on hand.

Warranty Claims

Shows the details and values of warranty claims.

Consignment In

Shows the details and value of inventory held on consignment from suppliers.

Account Reports

Reports > Report Centre

Trial Balance

Shows general ledger account movements or balances for a selected period.

Profit and Loss

Shows revenue and expense information for a range of periods, based on a selected finance template.

Balance Sheet

Shows the value of Asset, Liability and Equity general ledger accounts based on a selected finance template.

Bank Reconciliation

Shows the details of completed bank reconciliations and the balances compared to those of a selected accounting period.

Sub-Ledger Reconciliation

Shows sub-ledger balances compared to those of the general ledger control accounts.

GL Transactions

Shows a list of general ledger transactions for selected accounts and date range.

Purchase Reports

Reports > Report Centre

GL Transactions

Shows detailed purchasing information based on the selected conditions.

Sales Reports

Reports > Report Centre

Top Sales

Shows a list of sales by either customers, items or salespeople based on units sold, sales value and gross profit.

Sales Analysis

Shows detailed sales information based on the selected conditions.

Detailed Item Sales

Shows detailed item information for customer invoices and credit notes.

Note

The value of sales presented in the Sales reports is excluding tax.