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

All Orders, regardless of which state they are in.

Accounts receivable

Orders that are currently contained within the Accounts Receivable section.

Complete

Orders in which work has been completed (all Products contained within the Order have the Product Status of Complete).

Estimate

Orders that are currently contained within the Estimates section.

History

Orders that are currently contained within the History section.

New

Orders in which work has not started (all Products contained within the Order have the Product Status of New).

Work in progress

Orders in which work is in progress. (at least one Product contained within the Order has advanced to the Product Status of In Progress or Complete),