Open Reports in the Portal menu. Pick a report in the list on the left, set its parameters and run it on screen (Web) or as an Excel, CSV or PDF file. The reports are grouped by the job you are doing; every group and report is described below.
Search, the info icons and hiding reports are on the redesigned Reports screen (UI Preview).
Find a report: type in the search box at the top of the list. It finds a report by its name, its description and the group it used to be in (for example Item Reports).
What a report does: click the info icon next to the report name to read its description.
Hide reports you never use: click the eye icon next to a report. A group with no visible reports disappears. While you have hidden reports, an eye switch with their number appears in the toolbar of the list: click it to show the hidden reports dimmed, then click the eye icon of a report to show it again. Hidden reports are remembered on your computer and browser only and do not affect other users.
Reports have changed notice: the notice at the top of the page has a link that lists every report that moved, with its old and new group. Close the notice when you no longer need it.
Select Columns to Display: every grid report lets you choose the columns you want on screen and in the Excel, CSV and PDF files.
PDF page: choose Portrait, Landscape or Auto next to the PDF button (Auto prints reports with 7 or more columns in landscape). A PDF shows up to 30 columns.
Number of records: report grids show the number of records at the bottom; total lines are not counted.
Active Only: leave it unchecked to include inactive items and customers in the report.
Unpaid customer balances by age (current, 1-30, 31-60, 61-90, over 90 days) as of a date, as a summary per customer or open orders detail. Filter by sales rep, route or region.
Web/Excel/CSV/PDF
New report
Customer Statement
Customer statements for a date range with opening balance, charges, payments and closing balance. View, print as PDF or email to customers; filter by sales rep, route, region or minimum amount.
Web/PDF/Email
New report
Customer Cash Transactions
Payments and other cash transactions received in a date range, with payment method, deposit account and reference number, plus totals. Optional filter by customer.
Web/Excel/CSV/PDF
Customer Reports
Sales Order Invoice Reconciliation
Compares sales order totals to the matching invoice totals in a date range and flags differences. Use it to find orders and invoices that do not agree.
AR Aging, Customer Statement and the web store Balance page use the same calculation, so they always show the same numbers: the customer's LodDepot sales orders minus the payments, credits and adjustments recorded in LodDepot. Every order counts as soon as it is placed, except drafts, deleted and canceled orders. Balances from QuickBooks or other accounting systems are not used. Payments that are not tied to an order are applied to the oldest open orders first. The due date is the order date plus the days in the customer's terms (for example Net 30); COD, CASH and DOR are due on the order date, and customers without terms use the overdue period days of your company (30 by default).
Set As of Date (today by default) and, if you want, a customer, sales rep, route or region. Summary by Customer gives one line per customer with Current, 1-30, 31-60, 61-90, Over 90 and Total, plus terms, credit limit and the last payment. Open Orders Detail lists every open order with its due date, days past due, paid and open amount. Check Show Total for a total line.
Set the period with Start Date and End Date (the previous month by default) and filter by customer, sales rep, route or region. Minimum balance leaves out customers who owe less (0.01 by default). Include: Balance or activity in period (also customers who paid off their balance during the period) or Balance only.
Web shows one line per customer with opening balance, charges, payments, closing balance and email address, to check the list first.
PDF creates one PDF with a statement per customer, each on its own page: your logo and address, the customer's billing address and terms, the opening balance, every order and payment of the period with a running balance, the closing balance, the aging and the amount due.
Email sends each customer that has an email address on the customer record their own statement as a PDF attachment, in the background. Customers without an email address are listed back so you can print their statements. Emails are only sent when you run the report with Email.
One customer: open Customers, select the customer, click More and choose Statement under Receivables. Pick the period; the dialog shows the closing balance and the past due amount, then click Print or Email.
When Record Customer Payments is turned on (Settings, Features, Cash Transaction), the web store header shows a Balance button to your customers. The page shows the customer's balance, the amount past due and the aging, their open orders with due dates, their payments of the last 12 months and a Download statement button with a period picker. Customers only ever see their own account. The page is not shown when Record Customer Payments is off, or to customers who do not see prices in the web store.
Sales orders in a date range with customer, sales rep, status, discounts, tax, total, cost, profit and paid status. The full version; Customer Sales Short has fewer columns.
Web/Excel/CSV/PDF
Customer Reports
Customer Sales Short
Shorter list of sales orders in a date range: customer, order, dates, sales rep, region, amount, tax, total and paid status. Use it instead of Customer Sales when you do not need profit detail.
Web/Excel/CSV/PDF
Customer Reports
Customer Orders Summary
Order count, sales, cost and profit per customer for a date range, or by month or year. Use it to compare customers and see sales trends over time.
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Customer Reports
Sales Order Items
Total quantity and amount sold per item across orders in a date range, with average price. Filter by customer or region to see what was ordered.
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Sales Reports
Sales Order Items Details
Every sales order line in a date range: order, date, sales rep, item, quantity, price, unit and line comments. Can show only lines that have comments.
Web/Excel/CSV/PDF
Sales Reports
Item Income Analysis
Per item expected and actual sold price, quantity, margin and income in a date range. Use it to see how discounts and price changes affect profit by category or brand.
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Item Reports
Item Quantity By Customers
Quantity of each item sold to each customer in a date range, as a customer by item grid. Use it to compare how much of each item every customer bought.
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Item Reports
Item Sales History
Order lines for the selected items in a date range: customer, order, status, quantity, price, cost, profit and sales rep. Use it to trace the sales history of an item.
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Sales Reports
Item Sales Summary
Total sold per item in a date range: quantity, sales, cost, profit, on hand and last order date. Filter by vendor, category, brand or customer to see best and slow sellers.
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Sales Reports
Items Sales By Customers
Sales per customer and item in a date range: quantity, sales, cost, profit and weight sold. Use it to see which customers buy which items; filter by vendor, category or brand.
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Sales Reports
Sales Order Unfulfilled Items
Order lines that were not fully filled: ordered quantity, final quantity, unfulfilled quantity and stock on hand. Use it to see shortages and lost sales by customer and item.
Web/Excel/CSV/PDF
Sales Reports
Profit & Loss (Income Statement)
Income statement for a date range showing income, cost of goods and profit with percent of income. Choose accrual (paid and unpaid orders) or cash basis (paid only).
Customer contact, address, sales rep, region, term, balance and credit limit for every customer. Filter by customer, sales rep or region to build call lists or export your customer file.
Web/Excel/CSV/PDF
Customer Reports
Customer Order Items Template
Items a customer can order with their price, last order price and last order date. Use it as an order sheet or reorder template for one customer; prices can be hidden.
Web/Excel/PDF
Customer Reports
Customer Status
Per customer snapshot: balance, credit limit, overdue amount, last order date and amount, sales rep and term. Good for a quick review of who owes what and who has stopped ordering.
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Customer Reports
Customer Item Black List
Which items are blocked (or allowed only) for a customer, with the list mode for each item. Use it to check item restrictions set on customers.
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Customer Reports
Customer Terms Agreement
Customers who accepted your terms agreement in a date range, with the agreement date and terms version. Use it as proof of acceptance.
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Customer Reports
CRM Customer Activity
CRM calls, visits and follow-ups logged for customers in a date range, with result, follow-up date and any related order. Filter by customer and sales rep to review rep activity.
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Customer Reports
Item Movement By Customer
Items sold to the selected customers in a date range: quantity sold, sales, cost, profit and last order date per item. Shows what each customer buys, by category or brand.
Orders per sales rep in a date range: count, quantity, amount, cost, profit and profit percent, with an optional second cost comparison. Use it to review rep results and margins.
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Sales-Reps Reports
Salesman Sales Items
Items sold by each sales rep in a date range: quantity, average price and cost, amount and profit. Use it to see what each rep sells; optional second cost comparison.
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Sales-Reps Reports
Item User Black List
Which items are blocked (or allowed only) for each user, with the list mode. Use it to check item restrictions set on sales reps and employees.
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Sales-Reps Reports
Picker Performance
Order picking results per picker per day: orders picked, eaches, cases, weight items and average pick time. Use it to measure warehouse picker productivity.
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Sales-Reps Reports
Sales-Rep Work Hours
Clock in, clock out and worked hours of the sales reps from the mobile time card, with the first and last order of the day, order count and amount. Show per day, or per sales rep with the averages per worked day. Requires the Sales-Rep Time Card setting (see Sales-Rep Time Card).
Item quantities on hand and on sales orders with cost, value and reorder point, by facility, as of a date. Pick this for stock counts and valuation; the lot report adds lot detail.
Web/Excel/CSV/PDF
Item Reports
Item Lot Inventory
Item quantities on hand based on inventory lots, with lot cost, quantity on sales orders and the earliest expiration date. Pick this over Item Inventory when you track lots and expirations.
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Item Reports
Items On Hand
Quantity on hand per item as of a chosen date, with cost, price, weight and totals. Use it to see historical stock levels and stock value on a past date.
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Item Reports
Item Lots Active
Active inventory lots with lot date, location, original and current quantity, expiration, lot number, bill number and vendor. Use it to see what is still on the shelf by lot.
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Item Reports
Item Lots Active by Expiration
Active inventory lots with expiration dates in a chosen date range, with quantity, location and vendor. Use it to find stock about to expire.
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Item Reports
Inventory Count Items
Items counted in one inventory count event: counted quantity, system quantity, who counted, when and where. Use it to review count results and spot differences.
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Item Reports
Pallet Items
Items on pallets with pallet status, location, lot, quantity and expiration for a date range and facility. Filter by active, breakdown or closed pallets.
Complete item list with description, category, brand, price, cost, vendor, location and optional custom fields. Use it for item review or export; the image catalog is the printable one.
Web/Excel/CSV/PDF
Item Reports
Item Image/PDF Catalog
Printable catalog of items with pictures, prices and optional UPC barcodes, for a price level, grouped and sorted as you choose. Can be emailed as PDF on a schedule to customers.
Web/Excel/PDF/Schedule PDF*
Item Reports
Item Full Mapping
Wide item export with all categories, base and extra units with their quantities, prices and UPCs, weight and reorder point. Use it to review or update item setup in bulk.
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Item Reports
Item Categories
Each item with its main category and up to six category levels, brand, hot and front page flags, badge and catalog status. Use it to check how items are classified.
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Item Reports
Item Active Reconciliation
Active items that are hidden from the catalog (not active in catalog) and not set up as order line items, with quantity on hand and price. Use it to find items that may be missing from the store.
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Item Reports
Shopify Item List
Items prepared for the online store connection: product id, title, brand, unit, price, cost, store price and markup, final price, quantity on hand, SKU and UPC. Use it to check what is sent to the store.
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Other Reports
*Schedule PDF: creating image catalogs can take time. Select Schedule PDF when creating an extensive image catalog and LodDepot will send it to the main user's email once it is finished.
Items in each price level with cost, base price, custom price, fixed percentage and final price as of a date. Use it to review or share price level pricing.
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Price Level Reports
Price Level Item Cost Exception
Items in percentage price levels whose final price is at or near cost (within a margin you set, default 10 percent). Use it to catch prices that leave little or no profit.
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Price Level Reports
Price Level Items By Customer
Items and the final prices one customer gets through their price levels, with base price, cost and custom price. Use it to see exactly what a customer pays for each item.
Items bought on purchase orders in a date range, with purchased quantity and average cost next to quantity sold and average sale price. Filter by vendor.
Web/Excel/CSV/PDF
Purchase Reports
Item Movement By Preferred Vendor
Item sales grouped by the preferred vendor of each item in a date range: cost, price, on hand, on sales and purchase orders, quantity sold and profit. Use it for vendor reordering.
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Vendor Reports
Item Movement By Vendor
Item sales grouped by the vendor the stock was purchased from (via purchase lots), with average cost, quantity sold and profit. Differs from the preferred vendor report, which uses the item setup.
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Vendor Reports
Vendor Customer Item Activity
Quantity, sales and profit by vendor, customer and item in a date range. Use it to see which customers buy which vendor items.
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Vendor Reports
Vendor Connect Item Sales Summary
Items sold to a connected vendor customer in a date range: quantity sold, on hand, unit and last order date. Use it to share sell through with your vendor.
Detailed web store log of customer sign ins and other actions in a date range, with time, IP address, browser and location. Use it to see who used the web store and when.
Web/Excel/CSV/PDF
Other Reports
Web Store Activity Summary
Count of web store actions per customer and action type in a date range. Shorter than the detailed Web Store Activity report; use it to see which customers use the store most.
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Other Reports
Web Catalog Activity
Visits to your shared web catalog links in a date range, with date, country, city, browser and campaign source. Use it to see who opens catalog links and from where.
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Other Reports
Action Log
Audit trail of changes made by users: who added, updated, deleted or printed items, customers, sales orders, price levels, lots and categories, and when. Filter by user, date, reference number and action.