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