Name: Bin Pick Qtys
DataSet: BinPickQtys
Description: Shows quantity available for items in given warehouses and bins.
Columns: Item_Number;Item_Description;Warehouse_Name;Qty_Allocated;Bin_1;Bin_2;Bin_3;Bin_4;Bin_5;Upc;Sku

Name: Customer and Vendor Contacts
DataSet: CustomerAndVendorContacts
Description: Shows all of the contacts for all customers and vendors.
Columns: Entity_Type;Contact_Code;Contact_Usage;Contact_Person;Email;Phone;Address_1;Address_2;Address_3;City;State;Zip;Country

Name: Customer Billing Contacts
DataSet: CustomerBillingContacts
Description: Shows contact person, email, and phone for all customers.
Columns: Item_Number;Item_Description;Item_Class;Qty_On_Hand;Qty_Allocate;Qty_Available

Name: Customer Profitability
DataSet: CustomerProfitability
Description: Shows total revenue, cost, and different associated with sales to customers in a given time period.
Columns: Customer_Name, Cost, Sales, Difference

Name: Customer Totals
DataSet: CustomerTotals
Description: Shows totals for sales documents associated with customers.
Columns: Customer_Num;Customer_Name;Total

Name: Daily Invoice Summary
DataSet: DailyInvoiceSummary
Description: Shows basic sales line information sold in a given time period.
Columns: Sales_Doc_Num;Doc_Date;Customer_PO;Item_Number;Warehouse_Name;Qty_In_Base;Unit_Cost

Name: Daily POS Sales By Location
DataSet: DailyPOSSalesByLocation
Description: Shows all sales by location. POS is used to convey it's importance in summary document situations.
Columns: Location;Post_Date;Total;Subtotal;Discount;Tax;Shipping_Amount;Subtotal_Less_Disc

Name: Daily Sales By Location
DataSet: DailySalesByLocation
Description: Shows all sales by location. Very similar to Daily POS Sales By Location.
Columns: Location;Post_Date;Total;Subtotal;Discount;Tax;Shipping_Amount;Subtotal_Less_Disc

Name: Daily Summary Invoice
DataSet: DailySummaryInvoiceReport
Description: Shows all sales lines on invoices in a given time period.
Columns: Sales_Doc_Num;Doc_Date;Customer_PO;Item_Number;Warehouse_Name;Qty_In_Base;Unit_Cost

Name: Dropship_Reconcile
DataSet: DropshipReconcile
Description: Shows all drop ship items sold in a given timeframe with sold versus purchase cost.
Columns: Sales_Doc_Num;Created_On;Post_Date;Item_Number;Item_Master_Purchase_Cost;Sales_Order_Line_Cost;Receipt_Line_Unit_Cost;Purchase_Line_Unit_Cost;Sales_Line_Purchase_Cost

Name: Employee List
DataSet: EmployeeList
Description: Shows all POS employees and their status.
Columns: Employee_Name;Employee_POS_Pin;Employee_Inactive;Role_Inactive

Name: Employee Time Summary
DataSet: EmployeeTimeSummary
Description: Shows all POS employees and their time entries.
Columns: Employee_Name;Punched_In;Punched_Out;Time_Clocked

Name: EOD Till Report
DataSet: EODTillReport
Description: Shows all till transaction amounts for a given time period.
Columns: Till_Transaction_Type;Transaction_On;Amount;Location;Drawer_Name

Name: Inactive Customers by Order Amounts
DataSet: InactiveCustomersbyOrderAmounts
Description: Shows all customers and sum of total amounts from invoices and non-historical and unvoided orders that have a sum total less than the given total.
Columns: Customer_Name;Amount

Name: Inventory Bin Quantities
DataSet: InventoryBinQuantities
Description: Shows all items in bins and the quantity on hand, quantity fulfilled and quantity available for each bin.
Columns: Item_Number;Item_Description;Item_Class;Qty_On_Hand;Qty_Fulfilled;Qty_Available

Name: Inventory Stock By Date
DataSet: InventoryStockByDate
Description: Shows the inventory quantity and value on a given date.
Columns: Location;Item_Number;Quantity;Value

Name: Inventory Stock Status by Vendor
DataSet: InventoryStockStatusbyVendor
Description: Shows the current inventory stock status of each vendor item and the sales per month.
Columns: Vendor_Name;Item_Number;Item_Description;On_Hand;Available;On_PO;Sales/Month

Name: Inventory Stock Status by Vendor Over 3 Months
DataSet: InventoryStockStatusbyVendorOver3Months
Description: Shows the current inventory stock status of each vendor item and the sales per month over a three month period.
Columns: Vendor_Name;Item_Number;Item_Description;On_Hand;Available;On_PO;Sales/3 Month

Name: Item Reorder By Vendor
DataSet: ItemReorderByVendor
Description: Shows all vendor items that have a quantity on hand lower than the item's re-order point.
Columns: Item_Number;Item_Description;Vendor_Name;Qty_Onhand;Qty_Available;Qty_On_BO;Qty_On_PO;Reorder_Qty;Warehouse_Name;

Name: Item Sales
DataSet: ItemSales
Description: Shows sales for each item.
Columns: Sales_Doc_Num;Item_Number;Qty;Uofm;Unit_Price

Name: Item Sales Date Range
DataSet: ItemSalesDateRange
Description: Shows the sales of items for a given date range.
Columns: Sales_Doc_Num;Item_Number;Qty;Uofm;Unit_Price

Name: Item Sales By Location and Post Date
DataSet: ItemSalesByLocationAndPostDate
Description: Shows sales for each item by location and post date.
Columns: Item_Number, Item_Class, Warehouse_Name, Post_Date, Qty_Sold, Total_Price, Cost_Of_Goods_Sold

Name: Item Sales Date Range
DataSet: ItemSalesDateRange
Description: Shows the sales for each item for a given date range.
Columns: Sales_Doc_Num;Item_Number;Qty;Uofm;Unit_Price

Name: Item Serial Number Status
DataSet: ItemSerialNumberStatus
Description: Shows the sales status (i.e. Sold or In Stock) of each serial tracked item per sales document.
Columns: Item_Number;Item_Description;Serial_Lot_Num;Status;Sales_Doc_Num;Sales_Doc_Type;Source;Customer_Num

Name: Items Not Yet Sold
DataSet: ItemsNotYetSold
Description: List of items where the Qty On Hand - Qty Allocated is greater than zero
Columns: Item Number, Item Description, Item Class, Qty On Hand, Qty Allocate, Qty Available

Name: Items Returned
DataSet: ReturnedProduct
Description: Items on return sales document grouped by Item Number and Item Description
Columns: Item Number, Item Description, Quantity (Sum Qty), Total Cost (Sum Extended Cost)

Name: Items sold to customer
DataSet: CustomerSalesLines
Description: Sales ordered by Customer Name between a date range
Columns: Customer Name, Item Number, Qty, Uofm, Unit Cost, Unit Price, Doc Date, Sales Doc Num, City, State, Zip (From Shipping Address)

Name: Lot Lookup
DataSet: LotLookup
Description: Shows all the Lot tracked items with quantity available, unit cost and expiration.
Columns: Item_Number;Item_Description;Serial_Lot_Num

Name: Lot Transactions
DataSet: LotTransactions
Description: Allows the user to enter a lot number and return all transactions that the lot number has been used on.
Columns: Consumed_Qty;Quantity

Name: Match QBO transactions to Posted Purchase Receipts
DataSet: QBO_to_Cloud_Purchase_Receipt_Matching
Description: Shows all transactions in QuickBooks Online that match posted purchase receipts in SalesPad Cloud.
Columns: Cloud_URL;Purchase_Receipt_Num;Vendor_Name;Post_Date;QuickBooks_Online_Vendor_Bill_URL

Name: Match QBO transactions to Posted Sales documents
DataSet: QBO_to_Cloud_Invoice_matching
Description: Shows all transactions in QuickBooks Online that match posted sales documents in SalesPad Cloud.
Columns: Cloud_URL;Sales_Doc_Num;Customer_Name;Post_Date;QuickBooks_Online_Sales_Document_URL;QuickBooks_Online_Journal_Entry_URL

Name: Open Purchase Orders By Purchase Lines
DataSet: OpenPurchaseOrdersByPurchaseLines
Description: Returns unreceived purchase lines.
Columns: Purchase_Order_Num, Item_Number, Qty, Qty_Received, Vendor_Name, Location_Name

Name: Pick Qty
DataSet: PickQty
Description: Returns fulfilled items for documents in a given batch and the bins with the 5 largest qunanties of that item.
Columns: Item_Number;Item_Description;Warehouse_Name;Qty_Allocated;Bin_1;Bin_2;Bin_3;Bin_4;Bin_5;Upc;Sku

Name: Pick Qty From Batch
DataSet: PickQtyFromBatch
Description: Returns fulfilled items for documents in a given batch and the bins with the 5 largest qunanties of that item.
Columns: Item_Number;Item_Description;Warehouse_Name;Qty_Fulfilled;Bin_1;Bin_2;Bin_3;Bin_4;Bin_5;Upc;Sku

Name: POSUnfulfilledLines
DataSet: POSUnfulfilledLines
Description: Returns sales line that are unfulfilled from document created in a POS point.
Columns: Sales_Doc_Num;Warehouse_Name;Item_Number;Item_Description;Qty;Qty_Fulfilled

Name: Quantity By Fulfilled Bins
DataSet: Quantity_By_Fulfilled_Bins
Description: Returns the items fulfilled in a warehouse bin for an item.
Columns: Item_Number;Qty_Fulfilled;Uofm;Serial_Lot_Num;Warehouse_Name;Bin

Name: Recent Item Sales
DataSet: RecentItemSales
Description: Returns the 10 most recently sold items.
Columns: Item_Number;Qty;UofM;Extended_Cost;Extended_Price;Doc_Date

Name: Sales By Customer
DataSet: SalesByCustomer
Description: List of sales by customer between a date range
Columns: Customer Name, Sales Doc Num, Sales Document Status, Sales Person, Doc Date, Subtotal, Tax, Discount, Shipping Amount, Total, Extended Cost, City, State, Zip (From Shipping Address)

Name: Sales By Item
DataSet: SalesByItem
Description: List of Items on sales lines sold between a date range
Columns: Item Number, Item Group, Item Class, Qty Sold (Sum Qty), Dollars Sold (Sum Extended_Price), Cost Of Goods Sold (Sum Extended Cost)

Name: Sales Document
DataSet: SalesBySalesPerson
Description: List of sales by Salesperson between a date range
Columns: Sales Person, Sales Doc Num, Sales Doc Type, Sales Document Status, Doc Date, Customer Name, Subtotal, Tax, Discount, Shipping Amount, Total, Extended Cost, City, State, Zip (From Shipping Address)

Name: Sales Person Payments
DataSet: SalesPersonPayments
Description: Returns per sales person the payments they have recieved per sales document.
Columns: Sales_Person;Customer_Name;Sales_Doc_Num;Total;Applied_Amount;Applied_On

Name: Sales Rep Profitability
DataSet: SalesRepProfitability
Description: Returns per sales person their cost of goods sold, gross sales, and net.
Columns: Sales_Person, Cost, Sales, Difference

Name: SalesByItemWithVendor
DataSet: SalesByItemWithVendor
Description: Returns the total qty and total value sold per item and includes the primary vendor that item.
Columns: Item_Number;Item_Group;Item_Class;Qty_Sold;Dollars_Sold;Cost_Of_Goods_Sold;Warehouse_Qty_OnHand;Warehouse_Qty_Available;Warehouse_Qty_Purchasing;Warehouse_Name;Vendor_Name

Name: Till Date Report
DataSet: TillDateReport
Description: Returns the total per till per day for the days in the date range.
Columns: Till_Drawer_Name;Date;Open_Amount;Close_Amount;Close_Amount_Counted

Name: Top 10 Customers Since Year Start
DataSet: TopTenCustomersSinceYearStart
Description: Returns the 10 customer with the most sales since the start of the year.
Columns: Customer_Name;Open_Sales;Historical_Sales;Total

Name: Top 10 Items Sold
DataSet: TopTenItems
Description: List of 10 items sold grouped by Item Number between a date range
Columns: Item Number, Qty (Sum Qty)