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Reporting Dashboard
The Reporting Dashboard is a convenient, easy way to organize the most frequently used reports and display insights and charts generated for real-time performance and data visuals. Each customized Dashboard is unique to the user-id that is logged into Realtrac for easy access on any computer being used.
Customizing Reports
The Reporting Center is pre-filled with standard industry reports. However, this robust system allows you to customize your reports as necessary to make decisions based on real-time data and business conditions. (Image 1.1)
The filters and columns editor window will automatically open to create the columns and filters desired. Upon completion of building your report, you will then have the option to further customize by grouping by specific categories, i.e. part #, customer, month, etc. (Image 1.2)
Rounding out the customization screens, you have additional drill-down capabilities. This allows you to drill into the underlying data of what is being represented without changing screens. Each report will have varying drill-down data fields based on availability. (Image 1.3)
Charts & Insights
Realtrac insights metrics are intended to help monitor current operations and business performance that assist in achieving your business goals. With the available charts and real-time widgets, you can customize and build a Dashboard to analyze situations, departments, profits and more.
Sampling of available charts
- Month’s Invoiced Profit
- Month’s Scheduled Shipping
- State of the Jobs
- Top Sales Employee
- Top Sales Customer
- Top Overdue POs
- Today’s Ship Schedule
- Profits from Closed Jobs
Reports
In addition to standard and customized management reports, Realtrac offers reports on:
- Single and Multi-item Quotations
- Estimate Detail
- Estimate Overall Summary
- Estimate Buyout Analysis
- List of Estimates
- Estimate Router
- Job/Estimate Bill of Material
- Job Form—Order Entry
- Job Router Specification
- Multimedia Picture—Setup or Part
- Router—Job Router, Job Router, and Bill of Materials Combined, or Job Router and Specifications Combined
- Router—Job & Specifications/Landscape
- Job/Estimate Bill of Materials or BOM Pick List
- Bill of Items Used
- Invoice
- Credit Memo
- Packing List
- Bar Code Label
- Sales Order Invoice
- O. Shipper/Receiver
- Purchase Order
- Overall Cost Summary
- Job Cost Summary
- Job Cost Detail
- Active Job Summary
- Open Order Status
- Open Order Graphical Summary
- Work in Process
- Ship Orders Status
- Tree Estimate vs. Actual Cost Analysis
- Tree Profit Analysis
- Dispatch List—Queued
- Dispatch List—Pending
- Dispatch List—Distant
- Inventory List
- Inventory List with Location
- Item Master List
- Bill of Material
- List—Bill of Material
- Purchase Order History
- Invoice History
- Employee List/Bar Codes
- Work Station List/Bar Codes
- Employee Time Summary
- Employee Weekly Time Summary
