create new ticket
check ticket statusBelow is a list of the reports available on DocketManager:
| Category | Report Name | Description |
| Accounting | Accounts Receivable | This 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 Summary | This 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 Contact | This report shows total sales for each commission contact for a specified period of time. For more information, see Accounting - Commission By Contact. | |
| Deposit Payments | This report shows payment and deposit amounts for a specified time period. For more information, see Accounting - Deposit Payments. | |
| Tax | This report shows a breakdown of taxes by rate for a specified period of time. For more information, see Accounting - Tax. | |
| Customer Deposits | This report shows customer deposits before a specified end date. For more information, see Accounting - Customer Deposits. | |
| Analysis | Customer Analysis | This report shows a broad overview of all customers. For more information, see Analysis - Customer Analysis. |
| Orders vs Quotes | This report shows the number of quotes and orders done for a customer. For more information, see Analysis - Orders vs Quotes. | |
| Return on Investment | This 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 & Outstanding | This report shows all quotes with their current status. For more information, see Analysis - Wins, Losses & Outstanding. | |
| Average Monthly Sales | This report shows the average monthly sales by month. For more information, see Analysis - Average Monthly Sales. | |
| Customer Good Low Level Report | This report shows customer good approaching their minimum level. For more information, see Analysis - Customer Good Low Level Report. | |
| Stock Usage | This report shows a broad overview of stock usage. For more information, see Analysis - Stock Usage. | |
| Efficiency | Graphic Comparison | This report shows graphic time billed vs graphic time tracked. For more information, see Efficiency - Graphic Comparison. |
| Timer Report | This report shows graphic time for each order item for a specified period of time. For more information, see Efficiency - Timer Report. | |
| Marketing | Order Item Summary | This report shows a summary of items ordered by job group. For more information, see Marketing - Order Item Summary. |
| Sales By Job Group | This report shows total sales for each job group for a specified period of time. For more information, see Marketing - Sales By Job Group. | |
| Survey List | This report displays the survey list based on selected filters. For more information, see Marketing - Survey List. | |
| Sales | Orders By Customer | This 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 Items | This report shows all unposted order items currently in the system. For more information, see Sales - Outstanding Order Items. | |
| Outstanding Quote Items | This report shows all active quote items currently in the system. For more information, see Sales - Outstanding Quote Items. | |
| Sales by Customer | This 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 Group | This 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 Month | This 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 Year | This 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 Rep | This 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 Group | This 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 Report | This 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.