Stonefield Query comes with several sample reports and labels. These reports are automatically added to your list of reports the first time you run Stonefield Query. You can delete any you don't wish to use. To re-add a sample report you've deleted, choose the Import function from the File menu, move into the Sample Reports subdirectory of the Stonefield Query program folder, and select the desired report.

The following reports come with Stonefield Query.

Labels

  • Customer Company Labels.sfx: labels for Accounts Receivable customers. This label prints the company name on the first line and the contact name on the second line.

  • Customer Contact Labels.sfx: labels for Accounts Receivable customers. This label prints the contact name on the first line and the company name on the second.

  • Employee Labels.sfx: labels for Payroll employees.

  • Vendor Company Labels.sfx: labels for Accounts Payable vendors. This label prints the company name on the first line and the contact name on the second line.

  • Vendor Contact Labels.sfx: labels for Accounts Payable vendors. This label the contact name on the first line and the company name on the second.

Reports

  • Annual Sales by Salesperson and Customer - Detail.sfx: this report compares units orders, sales, and profit for two years by salesperson and customer, showing details by product.

  • Annual Sales by Salesperson and Customer - Summary.sfx: this report compares units orders, sales, and profit for two years by salesperson and customer. Clicking a customer name drills down to the Annual Sales by Salesperson and Customer - Detail report.

  • AR Aging Report.sfx: this shows an AR aging report.

  • AR Item COS Report.sfx: this report lists item costs grouped by Asset/COS Transaction Category Code.

  • AR Item Revenue Report.sfx: this report displays the total revenue generated for each items shipped during a selected period of time by customer.

  • AR Open Invoices.sfx: listing of current open receivables.

  • Chart of Sales by Salesperson.sfx: shows a chart of sales by salesperson.

  • Customer Tax Certificate Report by State.sfx: shows tax certificates for customers in certain states

  • Customer Tax Certificates Not Assigned.sfx: shows those customers who do not have tax certificates for a certain state

  • Exclude Filter Example.sfx: using an exclude filter, show all of the customers who haven't ordered anything this year.

  • Find Customer in Google Maps.sfx: locate a customer in Google Maps.

  • GL Unposted Summary.sfx: this report lists unposted transactions grouped by GL Transaction Number.

  • IC Inventory GL Accounts.sfx: this report is designed for the review of GL Account numbers assigned to inventory items for each location using Average Cost.

  • IC Inventory Item Settings.sfx: this report shows the key item master settings that will effect transaction processing of the item.

  • IC On Hand by Item Control Acnt.sfx: this report shows the on-hand value by Item Control Account.

  • Inventory On-Hand Report.sfx: the report shows the on-hand amounts for each item by warehouse.

  • JC COS.sfx: this report contains the billable/final invoiced transactions.

  • JC Nonbillable.sfx: this report contains the transactions issued to Jobs as Nonbillable.

  • JC WIP.sfx: shows total billable unbilled transactions.

  • Job Summary Report.sfx: list of open jobs.

  • Most Profitable Customers (Profit Amount).sfx: most profitable customers based on Profit Amount.

  • Most Profitable Customers (Profit Margin).sfx: most profitable customers based on Profit Margin

  • Most Profitable Items (Profit Amount).sfx: most profitable items based on Profit Amount.

  • Most Profitable Items (Profit Margin).sfx: most profitable items based on Profit Margin.

  • OE Open Orders by Tran Codes.sfx: this report shows open sales orders grouped by transaction category code.

  • PO Open orders by Item Control Account.sfx: this report contains open purchase orders grouped by the Item Control GL Account number.

  • Top 10 Sales by Item Annually.sfx: top 10 Sales by Item based on Order Quantity

  • Top Sales by Company.sfx: top sales by Customer for a specified time period.

  • Top Sales by Item (Order Qty).sfx: top sales by Item based on Order Quantity.

  • Top Sales by Item (Total Sales).sfx: top sales by Item based on Total Sales.


© Stonefield Software Inc., 2018 • Updated: 11/05/18
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