Reports Overview
The reports area enables you to run reports on any of the information you have put into the system, these reports show you the information in an easy to read format which you will be able to export as a PDF, a word document or a csv file.
In order to run a report, either select the date range you are working on and click on the desired report, or click on the desired report for a complete list unrestricted by date. You are also able to focus on one customer by entering their name in the ‘Contact Name’ box.
Once you have completed a report, and wish to change the search criteria, press the ‘Reset all’ button to clear the date and contact fields.
The reports area is broken down into three main areas.
Under ‘Transactions’ you will find:
Sales – all sales within a specified date range, or all sales on the system if no date is entered
Sundry Sales – sales of everything other than art, this may be framing, packaging or delivery
Consignments out – lists all artwork which has been consigned out of the gallery
Sales Daybook – a summary of sales, taxes and net margin for each item sold
Commission – details of items sold on a commission basis
Under ‘Customers’ tab you can run the following reports:
Buyers – Purchases made by each customer
Address Book – a list of all those in your contacts area, showing name, address, email and telephone
Under the ‘Inventory’ tab the following reports are available to you:
Price List – a list of all current works available and their price
Stock Book – a list of all artwork currently in stock, by artist and includes acquisition cost and listed price
Thumbnails – shows you thumbnails of all items in the system, grouped by the category they have been listed in
Status (by Customer or Artist) – shows the status of works unavailable with full details of those works.