FAQ - What Types of Reports are Available on DocketManager?


CategoryReport NameDescription
AccountingAccounts ReceivableThis report shows all outstanding balances for 30, 60, and 90 days as well as the total outstanding.

For more information, see 
Accounting - Accounts Receivable.

Aging SummaryThis report shows the totals for 30, 60, and 90 days, as well as the total outstanding.

For more information, see 
Accounting - Aging Summary.

Commission By ContactThis report shows total sales for each commission contact for a specified period of time. 

For more information, see Accounting - Commission By Contact.


Deposit PaymentsThis report shows payment and deposit amounts for a specified time period. 

For more information, see Accounting - Deposit Payments.


TaxThis report shows a breakdown of taxes by rate for a specified period of time. 

For more information, see Accounting - Tax. 


Customer DepositsThis report shows customer deposits before a specified end date.

For more information, see Accounting - Customer Deposits. 

AnalysisCustomer AnalysisThis report shows a broad overview of all customers.  

For more information, see 
Analysis - Customer Analysis.

Orders vs QuotesThis report shows the number of quotes and orders done for a customer. 

For more information, see 
Analysis - Orders vs Quotes.

Return on InvestmentThis report shows the grand totals for all orders in the selected range, grouped by press. 

For more information, see 
Analysis - Return on Investment.

Wins, Losses & OutstandingThis report shows all quotes with their current status. 

For more information, see 
Analysis - Wins, Losses & Outstanding.

Average Monthly SalesThis report shows the average monthly sales by month.  

For more information, see 
Analysis - Average Monthly Sales.

Customer Good Low Level ReportThis report shows customer good approaching their minimum level.  

For more information, see
 Analysis - Customer Good Low Level Report.

Stock UsageThis report shows a broad overview of stock usage. 

For more information, see Analysis - Stock Usage. 

EfficiencyGraphic ComparisonThis report shows graphic time billed vs graphic time tracked. 

For more information, see Efficiency - Graphic Comparison. 


Timer ReportThis report shows graphic time for each order item for a specified period of time. 

For more information, see Efficiency - Timer Report. 

MarketingOrder Item SummaryThis report shows a summary of items ordered by job group. 

For more information, see 
Marketing - Order Item Summary.

Sales By Job GroupThis report shows total sales for each job group for a specified period of time. 

For more information, see 
Marketing - Sales By Job Group.

Survey ListThis report displays the survey list based on selected filters. 

For more information, see 
Marketing - Survey List.
SalesOrders By CustomerThis report shows the total number of orders for a specific customer for a specific period. 

For more information, see 
Sales - Orders By Customer.

Outstanding Order ItemsThis report shows all unposted order items currently in the system. 

For more information, see 
Sales - Outstanding Order Items.

Outstanding Quote ItemsThis report shows all active quote items currently in the system. 

For more information, see 
Sales - Outstanding Quote Items.

Sales by CustomerThis report shows the total sales for each customer for a specified time period. 

For more information, see 
Sales Sales by Customer.

Sales by Customer by Job GroupThis report shows the total sales for each job group per customer for a specified time period. 

For more information, see Sales - Sales by Customer by Job Group.


Sales by Customer by MonthThis report shows the total monthly sales for each customer over a given year. 

For more information, see 
Sales - Sales by Customer by Month.

Sales by Customer by YearThis report shows the total monthly sales for each customer for the past four years.

For more information, see 
Sales - Sales by Customer by Year.

Sales by Sales RepThis report shows the total sales for each sales rep for a specified period of time. 

For more information, see 
Sales - Sales by Sales Rep.

Sales by Sales Rep by Job GroupThis report shows the total sales for each job group, per sales rep, for a specified time period. 

For more information, see 
Sales - Sales by Sales Rep by Job Group.

Sales ReportThis report shows all posted orders for a specified period. 

For more information, see Sales - Sales Report.


If you do not see the report you are looking for, you can create a customized report using Custom Exports tool. For more information, see Custom Export