Report Centre

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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.

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

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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.

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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.

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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.

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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.

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Customer Payments Due

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

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Deposits

Shows a list of current or all customer deposits.

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Customer Marketing Extract

Shows an extract of customer information, based on recent invoices, who might be suitable for a marketing campaign.

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Supplier Reports

Reports > Report Centre

Supplier Aged Balances

Shows supplier accounts and their current balances.

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Supplier Payments Due

Shows supplier invoices grouped by supplier and due date.

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Outstanding Supplier Transactions

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

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Outstanding Supplier Orders

Shows a list of a supplier's open orders.

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Supplier Transaction List

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

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Supplier Goods Receiving

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

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Supplier Performance

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

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Item Reports

Reports > Report Centre

Inventory Valuation

Shows the quantity and value of items currently on hand.

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Inventory Movement

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

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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.

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Model Inventory

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

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Outstanding Inventory Lots

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

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Warranty Claims

Shows the details and values of warranty claims.

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Consignment In

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

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Account Reports

Reports > Report Centre

Trial Balance

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

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Profit and Loss

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

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Balance Sheet

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

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Bank Reconciliation

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

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Sub-Ledger Reconciliation

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

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GL Transactions

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

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Purchase Reports

Reports > Report Centre

GL Transactions

Shows detailed purchasing information based on the selected conditions.

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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.

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Sales Analysis

Shows detailed sales information based on the selected conditions.

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Detailed Item Sales

Shows detailed item information for customer invoices and credit notes.

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Note

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