System Reports

Selection of reports to operate across all companies

Select Report

Date Range

From Date

To Date

<= % Free

Export Format

Report Title			Enabled

Frequency	On
	Eastern Timezone
File Type	File Name	Header?	Layout Id

Delivery				Alias

Recipient Email List

Recipient Email List

Username / Password		Host / Port	Remote Path

Type	Range

Filters cannot be edited. To change a filter you have to create a new schedule and then delete this one, or disable it.

8920

audit-report

super-admin

System Reports

The system reports are pre-canned reports for across all the companies. Each of the reports can be run and interacted within the browser, or downloaded as an Excel XLS file. In addition, any customized report (specific filter settings) can be scheduled for periodic delivery, at a given time. These scheduled reports are emailed to the user logged in.

Inventory

Lists all the tokens, active within a given date range, and their respective counts total/used/free. This gives a quick way to determine which clients are running out of tokens. You can filter on a percentage of the free to make it easier to target.

Sales Transactions

Sophiscated report to list out all the sales transactions, with a variety of filters. This will list every retail and sales-order transaction, along with the total price, commission, cost (credit-card processing fee). This report can be filtered by company, type, state, product, code and library.

Certificates

For users that require a certificate to be printed and mailed to them, are presented in this report. The date of completion is stored in the database, and this allows for the daily reports to be run off to determine who needs a certificate printed. Setting up a schedule for 'Yesterday' will create a daily email of an XLS file for the back office to manage the printing and posting.

This report can be used to determine historical certificate batches by selected the necessary date.