Report Menu and Report Lists

Navigating the Reports Menu

All the reports available within EBMS can be accessed within the Reports menu. Select File > Reports from the main EBMS menu to open the following reports menu window. The report category groups (folders and subfolders) are found on the left side. Highlight a folder to populate the right side with individual report names.

Reports are organized by the description of the module. For example, reports concerning customers come from the EBMS Sales module, so they are listed under the Reports > Sales folder. Click on the plus symbol (+) to expand any subfolder group of reports.

Right-click on any report name and select What's This from the context menu to view a brief description of the report.

User-defined reports can be organized within specific print button menus found on individual screens throughout EBMS. Review the Print Buttons and Menus section for more details on adding commonly used reports to specific windows.

Adding Reports or Report Folders

EBMS includes many reports and report folder groups; additional reports and folders can be added according to the user's preferences. Custom reports can be purchased from Koble Systems or created by the user using Seagate Crystal Reports. Review Report and Form Customization for more details.

User-defined report folders can be added by clicking on the New Folder button. Type in the name of the new folder to identify the new group.

Highlight a report folder and click on the Rename Folder or Remove Folder buttons to rename or remove report folders. The original report folder groups cannot be renamed or removed by the user, so these button options will only be available for user-created folders.

All EBMS reports are contained within a reports database and the New Report step is required to place the new or changed reports within the file.

Highlight the appropriate folder within the print dialog and click on the New Report button to insert a new report into the selected folder. The following window will open:

Select a report and click on the Open button to insert the report into the EBMS system. The report file identified with a .RPT extension will remain in the custom directory and can be deleted if necessary but may be useful as a system copy of the report. If this file is altered, the report must again be added to the menu in order to update the EBMS report system. The following option window will open to complete the report addition step:

The Report Path identifies the file name of the report. The file name must be unique to add a report to EBMS and must be identical to the original file if an existing report is to be updated or replaced.

The Displayed Report Name is the description that is displayed within the report menu. The user can change this entry in order to specifically describe the report. This name should be changed to reflect a changed or altered report so the name is not identical to the original.

The user lists are used to set the security options for the report. See the Setting Report Security section for more details on report security.

Click the OK button to insert the report.

Export a Report

Open the Reports menu by selecting File > Reports from the main EBMS menu.
Highlight the desired report and click the Save as File button as shown below:
Click Save to create a Crystal Reports file (*.RPT) within the user's personal folder. Select a different file type under Save as type to save the report in a different format, but some formatting may be lost in a different file type.

Report Properties

Highlight a report name and click on the Properties buttons to view or change the properties of a report. See image below.

Report properties to view or edit include Report Path, Displayed Report Name, and users allowed or not allowed to print the report. Change permission levels for specific reports from the Properties window.

Remove Report

Click on the Remove Report button to remove a report from the Reports menu.

This will prompt the message: "Are you sure you want to remove this report?" Click Yes to remove the selected report from the list or No to cancel. Use this option with caution.

Report Lists by Main Folders

The report names and category folder configuration shown below may differ slightly from the user's version of EBMS, since the report folder system is very customizable and based on the user's module configuration. For example, Job Costing reports may not be available if the optional Job Costing module is not installed on the user's system. Reports for optional modules will be italicized in the lists below.

(Please note that the report lists below are provided for reference and may not match exactly with the folder system in your File > Reports setup in EBMS.)

Reports > Expenses

Module	Category Folder	Subfolder	Report Name
Expenses	Bank Accounts		Account Reconciliation
Expenses	Bank Accounts		Bank Account Register by Date
Expenses	Bank Accounts		Detailed Bank Account Register
Expenses	Bank Accounts		Positive Pay for CSV Export
Expenses	Bank Accounts		Running Bank Account Register
Expenses	Forms		Check 8.5 x 11
Expenses	Forms	Plain Paper	Check Voucher List
Expenses	Forms	Plain Paper	Purchase Order (Plain Paper)
Expenses	Forms	Plain Paper	Purchase Order Receiving Checklist
Expenses	Forms		Purchase Order with Linear Measurement
Expenses	G/L Transactions		Expense Journal
Expenses	G/L Transactions		Unposted Expense Transaction Summary
Expenses	G/L Transactions		Unposted Expense Transactions
Expenses	G/L Transactions		Unposted Expense Transactions by Set
Expenses	G/L Transactions		Unposted Expense Transactions by Source
Expenses	Invoices/Purchase Orders		Accounts Payable Aging
Expenses	Invoices/Purchase Orders		ACH Payment Report
Expenses	Invoices/Purchase Orders		Check Payment
Expenses	Invoices/Purchase Orders		Expense Invoice Payments
Expenses	Invoices/Purchase Orders		G/L Transactions on Outstanding A/P Invoices
Expenses	Invoices/Purchase Orders		Invoice Expense
Expenses	Invoices/Purchase Orders		Invoice List (Vendor)
Expenses	Invoices/Purchase Orders		Invoices by Date
Expenses	Invoices/Purchase Orders		Prepayment List
Expenses	Invoices/Purchase Orders		Purchase Orders by ETA
Expenses	Invoices/Purchase Orders		Purchase Orders by Vendor
Expenses	Invoices/Purchase Orders		Sales Order Containing Items Received
Expenses	Invoices/Purchase Orders		Sales Orders Containing Items Purchased
Expenses	Labels		Inventory Labels from Invoice (1.25 x 1)
Expenses	Labels		Inventory Labels from Invoice (1.5 x 1)
Expenses	Labels		Inventory Labels from Invoice (2 x 1)
Expenses	Labels		Inventory Labels from Invoice (3 x 1)
Expenses	Labels		Inventory Sheet Labels from Invoice (2 x 10)
Expenses	Labels		Inventory Sheet Labels from Invoice (3 x 10)
Expenses	Labels		Product Labels from Invoice with Link (3 x 1.75)
Expenses	Labels		RMA Label
Expenses	Labels		Vendor Address Labels (2 x 10)
Expenses	Labels		Vendor Address Labels (3 x 10)
Expenses	Vendors		Detailed Vendor Information
Expenses	Vendors		Schedule of Accounts Payable
Expenses	Vendors		Vendor List w/ Terms (Landscape)
Expenses	Vendors		Vendor Activity
Expenses	Vendors		Vendor Address on Envelope
Expenses	Vendors		Vendor Down Payment
Expenses	Vendors		Vendor List - Simple
Expenses	Vendors		Vendor Purchases by Volume
Expenses	Vendors		Vendor YTD Purchases

Reports > Financials

Module	Category Folder	Subfolder	Report Name
Financials	1099 Reports		1096 Form (Preprinted)
Financials	1099 Reports		1099 INT CSV Export
Financials	1099 Reports		1099 Interest Form (Preprinted)
Financials	1099 Reports		1099 MISC CSV Export
Financials	1099 Reports		1099 Misc Form (Preprinted)
Financials	1099 Reports		1099 NEC CSV Export
Financials	1099 Reports		1099 NEC Form (Preprinted)
Financials	1099 Reports		1099 Payments
Financials	1099 Reports		1099-R Form (Preprinted)
Financials	Balance Statements		Balance Sheet
Financials	Balance Statements		Balance Sheet 12 Month Comparison
Financials	Balance Statements		Balance Sheet 8 Year Comparison
Financials	Balance Statements		Cash Flow Statement
Financials	Balance Statements		Cash Projection
Financials	Balance Statements		Department Totals
Financials	Balance Statements		Fund Balance Detail
Financials	Balance Statements		Fund Balance Summary
Financials	Balance Statements		General Ledger Trial Balance Summary
Financials	Balance Statements		GL Trial Balance
Financials	Budget		Budget Detail
Financials	Budget		Budget Detail - 12 Month
Financials	Budget		Budget Detail - 12 Month by Profit Center
Financials	Budget		Budget Detail by Profit Center
Financials	Budget		Budget to Actual Comparison Monthly
Financials	Budget		Budget to Actual Configurable
Financials	Budget		Budget to Actual Configurable by Profit Center
Financials	Budget		Configurable P&L by Profit Center w/ Budget & Avg
Financials	Budget		Configurable P&L with Budget & Average
Financials	Cash Statements		Cash Balance Sheet
Financials	Cash Statements		Cash Profit & Loss Statement
Financials	Cash Statements		Cash Trial Balance
Financials	Depreciation	Assets	Accumulated Depreciation
Financials	Depreciation	Assets	Accumulated Depreciation Reconciliation
Financials	Depreciation	Assets	Asset Purchases
Financials	Depreciation	Assets	Asset Schedule List
Financials	Depreciation	Assets	Depreciable Asset Reconciliation
Financials	Depreciation	Assets	Disposed Asset
Financials	Depreciation	Assets	Scheduled Depreciation
Financials	Depreciation	Assets	Section 179 Depreciation
Financials	Depreciation	G/L Transactions	Depreciation Journal
Financials	Depreciation	G/L Transactions	Unposted Depreciation Transaction Summary
Financials	Depreciation	G/L Transactions	Unposted Depreciation Transactions
Financials	Depreciation	G/L Transactions	Unposted Depreciation Transactions by Set
Financials	Depreciation	G/L Transactions	Unposted Depreciation Transactions by Source
Financials	Depreciation	Methods	Method List
Financials	Lists		Chart of Accounts
Financials	Lists		Chart of Accounts by Classification
Financials	Lists		Chart of Accounts by Department
Financials	Lists		General Ledger Classification List
Financials	Lists		General Ledger Department List
Financials	Lists		Profit Center List
Financials	Profit & Loss	P&L by Fund	Monthly Profit & Loss by Fund
Financials	Profit & Loss	P&L by Profit Center	12 Month Profit & Loss by Profit Center
Financials	Profit & Loss	P&L by Profit Center	Configurable P&L by Profit Center w/ Budget & Avg
Financials	Profit & Loss	P&L by Profit Center	Configurable Profit & Loss by Profit Center
Financials	Profit & Loss	P&L by Profit Center	Monthly Profit & Loss by Profit Center
Financials	Profit & Loss	P&L by Profit Center	Profit & Loss Summary by Profit Center
Financials	Profit & Loss	P&L by Profit Center	Quarterly Profit & Loss by Profit Center
Financials	Profit & Loss	Standard P&L	12 Month Profit & Loss Detail
Financials	Profit & Loss	Standard P&L	Annual Profit & Loss 8 Year Comparison
Financials	Profit & Loss	Standard P&L	Annual Profit & Loss Statement
Financials	Profit & Loss	Standard P&L	Configurable P&L with Budget & Average
Financials	Profit & Loss	Standard P&L	Configurable Profit & Loss Detail
Financials	Profit & Loss	Standard P&L	Monthly Profit & Loss Detail
Financials	Profit & Loss	Standard P&L	Quarterly Profit & Loss Statement
Financials	Profit & Loss	Standard P&L	Summarized Profit & Loss Statement
Financials	Profit Centers		G/L Allocation
Financials	Profit Centers		G/L Codes by Profit Center
Financials	Profit Centers		Monthly Profit & Loss by Profit Center
Financials	Profit Centers		Profit & Loss Summary by Profit Center
Financials	Profit Centers		Profit Center List
Financials	Profit Centers		Profit Centers by G/L Codes
Financials	Summaries		Cash Projection
Financials	Summaries		General Ledger Verification of Subsidiary Ledgers
Financials	Summaries		Monthly Sales Graph
Financials	Summaries		Monthly Totals
Financials	Transactions		Detailed G/L Transactions
Financials	Transactions		G/L Detailed Transactions by ID
Financials	Transactions		G/L Detailed Transactions by Set
Financials	Transactions		G/L Detailed Transactions by Source
Financials	Transactions		G/L Detailed Transactions by User
Financials	Transactions		G/L Detailed Transactions Summarized by Date
Financials	Transactions		G/L Transactions by G/L Code with Balance
Financials	Transactions		G/L Transactions Summary
Financials	Transactions		G/L Transactions Summary by User
Financials	Transactions		General Ledger Journal
Financials	Transactions		G/L Transaction Detail by Process Date
Financials	Transactions		Retained Earnings Transaction Detail
Financials	Transactions		Unposted G/L Transaction Summary
Financials	Transactions		Unposted G/L Transactions
Financials	Transactions		Unposted G/L Transactions by Set
Financials	Transactions		Unposted G/L Transactions by Source

Reports > Inventory (or Reports > Products)

Module	Category Folder	Subfolder	Report Name
Inventory	Costs/Prices		Base Price vs Cost Comparison
Inventory	Costs/Prices		Inventory Cost List - By Vendor
Inventory	Costs/Prices		Inventory Cost List by Item
Inventory	Costs/Prices		Inventory Price Sheet (Item)
Inventory	Costs/Prices		Inventory Price Sheet w/ Part Numbers
Inventory	Costs/Prices		Price Sheet with Unit of Measure
Inventory	Counts/Values		Inventory Activity
Inventory	Counts/Values		Inventory Adjustments
Inventory	Counts/Values		Inventory Aging
Inventory	Counts/Values		Inventory Count
Inventory	Counts/Values		Inventory Count List by Location
Inventory	Counts/Values		Inventory Dead Stock
Inventory	Counts/Values		Inventory Needed For Sales Orders
Inventory	Counts/Values		Inventory Order Sheet (Inventory Item)
Inventory	Counts/Values		Inventory Order Sheet (Vendor)
Inventory	Counts/Values		Inventory Value
Inventory	Counts/Values		Inventory Value (Periodic Method)
Inventory	Counts/Values		Inventory Value by Manufacturer
Inventory	Counts/Values		Inventory Value Detail
Inventory	Counts/Values		Physical Inventory Worksheet
Inventory	G/L Transactions		Inventory Journal
Inventory	G/L Transactions		Product Classification Change History
Inventory	G/L Transactions		Unposted Inventory Transaction Summary
Inventory	G/L Transactions		Unposted Inventory Transactions
Inventory	G/L Transactions		Unposted Inventory Transactions by Set
Inventory	G/L Transactions		Unposted Inventory Transactions by Source
Inventory	Labels	Sheet Labels	Inventory Item and Bin Sheet Labels (2 x 10)
Inventory	Labels	Sheet Labels	Inventory Item and Bin Sheet Labels (3 x 10)
Inventory	Labels	Specialty Printer Labels	Inventory Item and Bin Labels (1.25 x 1)
Inventory	Labels	Specialty Printer Labels	Inventory Item and Bin Labels (2 x 1)
Inventory	Labels	Specialty Printer Labels	Inventory Item and Bin Labels (3 x 1)
Inventory	Labels	Specialty Printer Labels	Inventory Label from Item (1.5 x 1)
Inventory	Labels	Specialty Printer Labels	Inventory Price Labels (1.125 x 2)
Inventory	Labels	Specialty Printer Labels	Inventory Price Labels Multiple (1.125 x 2)
Inventory	Lists		Inventory Components
Inventory	Lists		Inventory Item List
Inventory	Lists		Inventory Item List w/ Barcode
Inventory	Lists		Inventory Manufacturers
Inventory	Lists		Vendor Part Numbers
Inventory	Lot Tracking		Lot Number History
Inventory	Lot Tracking		Lot Number List
Inventory	Lot Tracking		Lot Sales by Customer
Inventory	Manufacturing		Inventory Manufactured by Date
Inventory	Manufacturing		Manufactured Finished Goods
Inventory	Manufacturing		Manufactured Items by Date
Inventory	Manufacturing		Manufacturing Batch Detail
Inventory	Manufacturing		Manufacturing Batch Summary by Date
Inventory	Manufacturing		Manufacturing Summary
Inventory	Manufacturing		Manufacturing Work Order
Inventory	Manufacturing		Materials Required for Manufacturing
Inventory	Sales/Purchases		Inventory Activity
Inventory	Sales/Purchases		Inventory Item Lost Sales
Inventory	Sales/Purchases		Inventory Margins
Inventory	Sales/Purchases		Inventory Profit by Date
Inventory	Sales/Purchases		Inventory Profit by Manufacturer
Inventory	Sales/Purchases		Inventory Purchase Comparison
Inventory	Sales/Purchases		Inventory Purchases by Invoice Date
Inventory	Sales/Purchases		Inventory Purchases by Vendor
Inventory	Sales/Purchases		Inventory Purchases by Volume
Inventory	Sales/Purchases		Inventory Purchasing Detail
Inventory	Sales/Purchases		Inventory Returns
Inventory	Sales/Purchases		Inventory Sales
Inventory	Sales/Purchases		Inventory Sales by Customer
Inventory	Sales/Purchases		Inventory Sales by Invoice
Inventory	Sales/Purchases		Inventory Sales by Shipping Customer
Inventory	Sales/Purchases		Inventory Sales by Volume
Inventory	Sales/Purchases		Inventory Sales Comparison
Inventory	Sales/Purchases		Lot Sales by Customer
Inventory	Sales/Purchases		Purchase Orders by ETA
Inventory	Sales/Purchases		Purchases Total
Inventory	Sales/Purchases		Sales Total
Inventory	Serialized Items		Serialized Item Added Cost Batch Details
Inventory	Serialized Items		Serialized Item List
Inventory	Serialized Items		Serialized Item List for Warehouse
Inventory	Serialized Items		Serialized Item Sales
Inventory	Serialized Items		Serialized Item Value by Date
Inventory	Serialized Items		Serialized Items by Customer
Inventory	Warehouse		Inventory Activity for Warehouse
Inventory	Warehouse		Inventory Adjustments for Warehouse
Inventory	Warehouse		Inventory Aging
Inventory	Warehouse		Inventory Count List for Warehouse
Inventory	Warehouse		Inventory Monthly Purchases for Warehouse
Inventory	Warehouse		Inventory Monthly Sales for Warehouse
Inventory	Warehouse		Inventory Order Sheet by Item for Warehouse
Inventory	Warehouse		Inventory Order Sheet by Vendor for Warehouse
Inventory	Warehouse		Inventory Purchases by Invoice Date for Warehouse
Inventory	Warehouse		Inventory Sales by Invoice
Inventory	Warehouse		Inventory Turnover Ratio by Warehouse
Inventory	Warehouse		Inventory Sales by Invoice
Inventory	Warehouse		Inventory Turnover Ratio by Warehouse
Inventory	Warehouse		Inventory Value for Warehouse
Inventory	Warehouse		Inventory Warehouse Dead Stock
Inventory	Warehouse		Physical Inventory Worksheet by Warehouse
Inventory	Warehouse		Product Components with Available Quantity
Inventory	Warehouse		Product G/L Verification by Warehouse
Inventory	Warehouse		Product Purchases by Volume for Warehouse
Inventory	Warehouse		Product Sales by Volume for Warehouse
Inventory	Warehouse		Warehouse List with Barcode
Inventory	Warehouse		Warehouse Transfer Tickets
Inventory	Web		Website Inventory Item List

Reports > Job Costing (Optional Module)

Module	Category Folder	Report Name
Job Costing	Billing	AIA Document
Job Costing	Billing	Job Receivables Statement
Job Costing	Billing	Progressive Billing Form
Job Costing	Billing	Time & Material Billing
Job Costing	Costs/Profits	Annual Job Cost Summary by Stage
Job Costing	Costs/Profits	Job Budget to Actual Variance by Job
Job Costing	Costs/Profits	Job Budget to Actual Variance by Stage
Job Costing	Costs/Profits	Job Cost G/L Transaction Detail
Job Costing	Costs/Profits	Job Profit
Job Costing	Costs/Profits	Job Profit & Loss by G/L Code
Job Costing	G/L Transactions	Direct Job Cost vs Overhead Ratio
Job Costing	G/L Transactions	Direct Job Cost vs Overhead Ratio (Profit Center)
Job Costing	G/L Transactions	Job Cost G/L Transaction Detail
Job Costing	G/L Transactions	Job Costing Journal
Job Costing	G/L Transactions	Job Profit & Loss by G/L Code
Job Costing	G/L Transactions	Unposted Job Costing Transactions
Job Costing	Jobs	Job Cost Management
Job Costing	Jobs	Job Information
Job Costing	Jobs	Job Site List
Job Costing	Jobs	Jobs
Job Costing	Labor	Job Labor
Job Costing	Labor	Job Labor Summary
Job Costing	Labor	Worker Job Labor Summary
Job Costing	Purchases/Transfers	Expense Invoices by Job
Job Costing	Purchases/Transfers	Inventory Transfer
Job Costing	Purchases/Transfers	Inventory Transfer Status
Job Costing	Retainage	Job Retainage Activity
Job Costing	Retainage	Jobs Retainage Reconciliation
Job Costing	Stages	Job Budget to Actual Variance by Job
Job Costing	Stages	Job Budget to Actual Variance by Stage
Job Costing	Stages	Job Cost G/L Transaction Detail
Job Costing	Stages	Job Stage Labor
Job Costing	Stages	Job Stage List
Job Costing	Stages	Job Status
Job Costing	Stages	Master Stage List
Job Costing	Work in Process	Job Cost Management
Job Costing	Work in Process	Work in Process
Job Costing	Work in Process	Work in Process Work Sheet

Reports > Labor

Module	Category Folder	Subfolder	Report Name
Labor	Forms		Direct Deposit Notice
Labor	Forms		Individual Direct Deposit Notice
Labor	Forms		Payroll Check 8.5 x 11
Labor	Forms		Payroll Check Stubs
Labor	G/L Transactions		Payroll Journal
Labor	G/L Transactions		Payroll Transaction Details
Labor	G/L Transactions		Unposted Payroll Transaction Summary
Labor	G/L Transactions		Unposted Payroll Transactions
Labor	G/L Transactions		Unposted Payroll Transactions by Set
Labor	G/L Transactions		Unposted Payroll Transactions by Source
Labor	Labels		Employee Address Labels (2 x 10)
Labor	Labels		Employee Address Labels (3 x 10)
Labor	Pay Periods		Gross Pay
Labor	Pay Periods		Payroll Check Register
Labor	Pay Periods		Payroll Pay Period Summary
Labor	Pay Periods		Prevailing Wages for Job & Pay Period
Labor	Pay Periods		Prevailing Wages for Pay Period
Labor	Piecework		Employee Piecework Rates
Labor	Piecework		Piecework by Employee & Pay Period
Labor	Piecework		Piecework by Employee & Work Code
Labor	Tasks	Billable Time	Bonus by Billed Tasks
Labor	Tasks	Billable Time	Employee Task Summary by Customer
Labor	Tasks	Billable Time	Invoice and Task Billable Hours
Labor	Tasks	Billable Time	Labor Tracking Details
Labor	Tasks	Billable Time	Task Summary by Customer
Labor	Tasks	Billable Time	Task Summary by Employee
Labor	Tasks	Customer	Customer Support Log
Labor	Tasks	Forms	Dual Column Work Order
Labor	Tasks	Forms	Work Order
Labor	Tasks	Labels	Task Label (2.5 x 4)
Labor	Tasks	Schedule	Employee Task List with Contact Info
Labor	Tasks	Schedule	Employee Task Schedule
Labor	Tasks	Schedule	Employee Weekly Schedule Summary
Labor	Tasks	Schedule	Task Duration by Employee
Labor	Taxes		940 Summary
Labor	Taxes		941 Employer's Quarterly Tax Return
Labor	Taxes		941 Summary
Labor	Taxes		943 Employers Annual Tax Return
Labor	Taxes		PA Form UC-2
Labor	Taxes		PA Form UC-2A
Labor	Taxes		PA UC2-2A for CSV Export
Labor	Taxes		Payroll Register
Labor	Taxes		State Unemployment Report
Labor	Taxes		Tax / Deduction List
Labor	Taxes		Tax Rates
Labor	Taxes		Taxes by Worker and Pay Date
Labor	Time Cards		Employee Daily Hours
Labor	Time Cards		Employee Pay and Deduction Summary
Labor	Time Cards		Payroll Time Card Summary
Labor	Time Cards		Timecard Summary for Payroll Service
Labor	Time Cards		Worker Timecard by Date
Labor	Time Cards		Workman's Compensation
Labor	Work Codes		Work Code History
Labor	Work Codes		Work Code List
Labor	Work Codes		Work Code Summary by Employee
Labor	Workers		Average Hourly Pay
Labor	Workers		Detailed Employee List
Labor	Workers		Detailed Employee Pay Rates
Labor	Workers		Employee Address on Envelope
Labor	Workers		Employee Average Hours
Labor	Workers		Employee Benefit Hours
Labor	Workers		Employee Card with Barcode
Labor	Workers		Employee Daily Hours
Labor	Workers		Employee Earnings Record
Labor	Workers		Employee Information List
Labor	Workers		Employee List
Labor	Workers		Employee Pay Raise Details
Labor	Workers		Employee Payroll Expense Summary
Labor	Workers		Employees Clocked In
Labor	Workers		Hour Rate History Log
Labor	Workers		New Hire Reporting Form
Labor	Workers		Worker Timecard by Date
Labor	Year End		943 Employers Annual Tax Return
Labor	Year End		Employee Earnings Record
Labor	Year End		Form W-2
Labor	Year End		Form W-2 (Plain Paper) - Employee Copies
Labor	Year End		Form W-2 (Plain Paper) - Employer Copies
Labor	Year End		Form W-3

Reports > Management and Reports > Miscellaneous

Type Folder	Category Folder	Report Name
Management	End of Day Review	Accounts Receivable Invoice Activity
Management	End of Day Review	Cash Drawer Reconciliation for Receipt Printers
Management	End of Day Review	Cash Reconciliation
Management	End of Day Review	Inventory Sales with Zero Costs
Management	End of Day Review	Sales Orders by Date
Miscellaneous		Available Report Prompts
Miscellaneous		EBMS Log Information
Miscellaneous		Function Barcodes
Miscellaneous		Preprinted Form Alignment Test
Miscellaneous		Prompt Return Values

Reports > Sales

Module	Category Folder	Subfolder	Report Name
Sales	Customers		12 Month Sales by Customer
Sales	Customers		Accounts Receivable Turnover Ratio
Sales	Customers		Customer 5 Year Sales
Sales	Customers		Customer Activity
Sales	Customers		Customer Address for Mail Merge
Sales	Customers		Customer Addresses on Envelopes
Sales	Customers		Customer Credit History
Sales	Customers		Customer Down Payment
Sales	Customers		Customer List - Simple
Sales	Customers		Customer List with Terms
Sales	Customers		Customer Monthly Sales
Sales	Customers		Customer Payment Days
Sales	Customers		Customer Sales by G/L Account
Sales	Customers		Customer Sales by Volume
Sales	Customers		Customer Sales by Volume (Multiple Years)
Sales	Customers		Customer Sales Tax Exemptions
Sales	Customers		Customer YTD Sales
Sales	Customers		Detailed Customer Information
Sales	Customers		Mailing List Summary
Sales	Customers		Schedule of Accounts Receivable
Sales	Forms		Contribution Receipt
Sales	Forms		Customer Statement (No FC Calc)
Sales	Forms		Customer Statement with Invoices
Sales	Forms		Customer Statement with Invoices (No FC Calc)
Sales	Forms		Deposit Slip
Sales	Forms		Invoice/Sales Order with Service Serial No.
Sales	Forms		Work Order from Invoice/S.O. with Serial No.
Sales	Forms	Plain Paper	Activity Based Statement (Plain Paper)
Sales	Forms	Plain Paper	Bill of Lading
Sales	Forms	Plain Paper	Customer Statement (Plain Paper)
Sales	Forms	Plain Paper	Invoice (Plain Paper)
Sales	Forms	Plain Paper	Invoice Receipt (Condensed) (Epson)
Sales	Forms	Plain Paper	Invoice Receipt (Generic Text)
Sales	Forms	Plain Paper	Packing List
Sales	Forms	Plain Paper	Payment Receipt (Epson)
Sales	Forms	Plain Paper	Payment Receipt (Plain Paper)
Sales	Forms	Plain Paper	Pick Sheet
Sales	Forms	Plain Paper	Post Card Notification
Sales	Forms	Plain Paper	Proposal (Plain Paper)
Sales	Forms	Plain Paper	Proposal Contract (Plain Paper)
Sales	Forms	Plain Paper	Sales Order (Plain Paper)
Sales	Forms	Plain Paper	Work Order from Sales Order / Invoice
Sales	Forms	Preprinted	Customer Statement 8.5 x 11 (Preprinted)
Sales	G/L Transactions		Accounts Receivable Cash Receipts
Sales	G/L Transactions		Bank Account Deposits
Sales	G/L Transactions		Cash Reconciliation
Sales	G/L Transactions		Register Totals
Sales	G/L Transactions		Sales Activity Summary by G/L Account
Sales	G/L Transactions		Sales Journal
Sales	G/L Transactions		Unposted Sales Transaction Summary
Sales	G/L Transactions		Unposted Sales Transactions
Sales	G/L Transactions		Unposted Sales Transactions by Set
Sales	G/L Transactions		Unposted Sales Transactions by Source
Sales	Invoices/Sales Orders		Accounts Receivable Aging
Sales	Invoices/Sales Orders		Accounts Receivable Invoice Activity
Sales	Invoices/Sales Orders		Inventory Sales by Invoice
Sales	Invoices/Sales Orders		Invoice List by Customer
Sales	Invoices/Sales Orders		Invoice List by Shipping Customer
Sales	Invoices/Sales Orders		Invoice Monthly Summary by Inventory Item
Sales	Invoices/Sales Orders		Invoices by Number
Sales	Invoices/Sales Orders		Invoices/Sales Orders by Date
Sales	Invoices/Sales Orders		Profits by Invoice
Sales	Invoices/Sales Orders		Sales Order by Customer
Sales	Invoices/Sales Orders		Sales Orders Aging by Entry Date
Sales	Invoices/Sales Orders		Sales Orders by Date
Sales	Invoices/Sales Orders		Sales Volume by Week Day and Time
Sales	Invoices/Sales Orders		Shipping Schedule
Sales	Invoices/Sales Orders		Shipping Schedule with Purchase ETA
Sales	Labels		Address Labels (3 x 10) by Purchases
Sales	Labels		Customer Address Labels (2 x 10)
Sales	Labels		Customer Address Labels (3 x 1)
Sales	Labels		Customer Address Labels (3 x 10)
Sales	Labels		Shipping Label
Sales	Labels		Statement Labels (2 x 10)
Sales	Labels		Statement Labels (3 x 1)
Sales	Labels		Statement Labels (3 x 10)
Sales	POS/Cash Register		Accounts Receivable Invoice Activity
Sales	POS/Cash Register		Cash Drawer Reconciliation for Receipt Printers
Sales	POS/Cash Register		Cash Reconciliation
Sales	POS/Cash Register		Credit Card AVS/CVV Approved Actions
Sales	POS/Cash Register		End of Day Credit Card Statement
Sales	POS/Cash Register		Sales Activity Summary by G/L Account
Sales	POS/Cash Register		Sales Volume by Week Day and Time
Sales	Proposals		Call Back by Sales Person
Sales	Proposals		Proposal List
Sales	Proposals		Unaccepted Proposals
Sales	Sales Person		Commission Detail for Salesperson
Sales	Sales Person		Commission Summary for Salesperson
Sales	Sales Person		Commission Transactions by Customer
Sales	Sales Person		Invoice Profit by Salesperson
Sales	Sales Person		Invoices with Commission Pending
Sales	Sales Person		Sales by Product and Sales Person
Sales	Sales Person		Sales Person Summary
Sales	Sales Tax		Customer Sales Tax Exemptions
Sales	Sales Tax		Sales by Ship To State
Sales	Sales Tax		Sales Tax - Accrual
Sales	Sales Tax		Sales Tax Detail (Automatic)
Sales	Sales Tax		Sales Tax Detail (Manual)
Sales	Sales Tax		Sales Tax List