How to Generate Reports

Payment summary

A report that displays the payments that have been recorded within ONYX Align. This report contains the following columns:

• Account

• Order Number

• Order Name

• Sales Person

• Entered By

• Payment Method

• Transaction Reference

• Payment Date

• Amount

Sales overview

A report that displays the total costs, total order prices, and margins pertaining to Orders. This report contains the following columns:

• Account

• Order Number

• Order Name

• Entered By

• Sales Person

• Status

• Order Due Date

• Margin Amount

• Margin %

• Total Costs

• Amount

Sales summary

A report that displays general Order information, payment information, and outstanding Order balances. This report contains the following columns:

• Account

• Order Number

• Order Name

• Entered By

• Sales Person

• Status

• Order Due Date

• Ship Method

• Tracking Number

• Price Before Tax

• Tax Charged

• Total Paid

• Payment Method

• Transaction Reference

• Amount

• Outstanding

Sales tax summary

A report that displays the tax amounts charged for each Job. This report contains the following columns:

• Job Number

• Tax Name

• Tax Rate %

• Job Price

• Tax Charged

All

Both Estimates and Orders

Estimate

Only Estimates

Order

Only Orders

Estimates

Estimates that are currently in the Estimates section

Orders

Orders that are currently in the Orders section

Accounts Receivable

Orders that are currently in the Accounts Receivable section

History (Converted)

Estimates that are in the History section and were converted

History (Rejected)

Estimates that are in the History section and were rejected

History (Completed)

Orders that are in the History section and were completed

History (Cancelled)

Estimates/Orders that are in the History section and were cancelled