Reports in Roundsman are accessible from multiple locations in the left navigation bar. This article lists available reports by category, along with instructions for accessing them.
Customer Reports
Bad Debt Accounts – accounts flagged as bad debt.
Items Ordered By Dates – items a customer ordered over a date range.
Order Analysis – ordered vs delivered quantities per product/location.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Financial Reports
Aged Debt Report – outstanding balances by ageing bucket.
Forward Collection Report – forward-scheduled collections.
Period Aged Debt Report – aged debt by accounting period.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Invoicing Reports
Overdue Invoices – invoices past their due date.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Payments Reports
Collection Report – payments collected.
Global Collections Report – collections across all rounds/depots.
Payment Slip Payments – payments recorded against payment slips.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Round Reports
Wholesale Delivery Book – wholesale weekly delivery book.
To access: In the left navigation bar, click Reports, expand Round Reports, then double-click a report.
Sales Reports
13 Weeks Sales – rolling 13-week sales.
Average Sales – average sales figures.
Order Variance – variance between ordered and expected quantities over a number of weeks.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Transaction Reports
Below Cost Report – transactions sold below cost.
Delivery Analysis – delivery analysis form.
Ordered Vs Delivered – ordered vs delivered quantities for the current depot.
Percentage Change Report – percentage change over a period.
Ranged Weeks Non Delivery Report – customers with no deliveries across a week range.
Round Win Lose Report – standing-order win/lose for a given week.
Transactions By Account Report – all transactions per account.
Weeks Non Delivery Report – customers with no deliveries for N weeks.
To access: In the left navigation bar, click Reports and expand the Reports folder.
Rounds Page – Round Reports
Average Price Report – average selling prices per round per date.
Driver Manifest Adjustments – adjustments a driver made to the manifest.
Incomplete Jobs – delivery jobs not completed.
Manifest Summary Report – summary of what is loaded/delivered per round.
Print Weekly Delivery Book – weekly delivery book for a round.
Product Deliveries – quantities of each product delivered.
Round Breakages and Returns – returns and breakages recorded per round.
Round Containers – containers out/returned per round.
Round Group Aged Debt Report – period aged debt aggregated by round group.
Round Item Summary – totals of items per round.
Round Item Summary By Round – item totals broken down by round.
Round Item Summary For Customer Type – item totals broken down by customer type.
Round List – list of rounds and round definitions.
Round Loaded Shortfall – difference between what should have been loaded and what was actually loaded.
Round Sales Summary – sales totals summarised per round.
Round Turnover – turnover per round.
Round Weight – total delivery weight per round.
Rounds Period Aged Debt – period aged debt per round.
Status Of Rounds – current status of rounds (open/completed etc.).
Wholesale Delivery Book – wholesale variant of the weekly delivery book.
To access: In the left navigation bar, click Rounds and expand the Reports folder.
Invoicing Page – Invoicing Reports
Invoice Nominal Analysis – invoice values analysed by nominal/GL code.
Invoices By Account – invoices grouped by account.
Invoices By Date – invoices listed by date.
Invoices By Invoice Group – invoices grouped by invoice group.
Invoices By Round – invoices grouped by round.
Invoices In Dispute – invoices currently marked as in dispute.
Outstanding Invoices – invoices still outstanding (unpaid).
To access: In the left navigation bar, click Invoicing and expand the Reports folder.
Payments Page – Payment Reports
Collection Report – payments collected.
Global Collections Report – payment collection across all rounds/depots.
Payments By Date – list of payments received by date.
To access: In the left navigation bar, click Payments and expand the Reports folder.
Credit Control Page – Credit Control Reports
Aged Debt Report – classic aged-debt breakdown of outstanding balances into ageing buckets.
Forward Collection Report – collections forecast/scheduled forward for credit control.
Period Aged Debt For Sales Rep Report – period aged debt grouped by sales representative.
Period Aged Debt Report – aged debt bucketed by accounting period.
Print Round Collections – collections scheduled forward per round.
To access: In the left navigation bar, click Credit Control and expand the Reports folder.
Products Page – Product Reports
Product Bar Codes Report – printable product barcodes.
Product Cost Price Listing – products with their cost prices.
Product List By Category – products listed grouped by category.
Product List Report – full product catalogue listing.
Product Turnover – sales turnover per product.
Product Turnover By Round – product turnover broken down by round.
To access: In the left navigation bar, click Products and expand the Reports folder.
Customer Page – Customer Reports
Account Turnover For Dates – turnover per account between two dates.
Accounts Balance Report – straightforward listing of each account's balance.
Accounts For Invoice Group – accounts belonging to a chosen invoice group.
Accounts Outstanding Report – total amount currently outstanding per account.
Bad Debt Accounts – accounts flagged as bad debt.
Cancelled Customers for Dates – customers cancelled within a date range.
Low Sales – customers with low sales of a given product.
New / Cancelled Customers – new and cancelled customers report.
New Customers After Date – new customers added since a given date.
Non Deliveries After Date – deliveries not made after a given date.
Transactions By Account Report – all transactions for an account.
Weekly Sales – sales per week by product/customer.
To access: In the left navigation bar, click Customers and expand the Reports folder.
Per-Customer Reports Dialog
Sales Report – sales for the selected location.
Profitability – profitability for the location (Administrators only).
To access: Open a customer or location record, click the Reports button to open the Customer Reports dialog, select a report from the list, and click Run.