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SMART Growth

100+ Standard Reports

100+-Standard-Reports
Table of Contents

RMPro offers a comprehensive report module that caters to various business needs. With its wide range of report categories, from Customer Reports to Performance Reports, you can easily generate customized reports that provide valuable insights into your business operations. Whether you need to track inventory levels, analyze sales data, or review payment history, RMPro has got you covered.

One of the unique features of RMPro is the ability to customize reports according to specific criteria. This means that you can retrieve a nearly infinite number of reports tailored to your unique needs.

Drill Reports, on the other hand, are a different type of report available in RMPro. These reports have a tree-formed list on the left side that allows you to ‘drill’ down through various properties of inventory to give specifics of similar items. You can add up to 10 different criteria to drill by, and each criterion is its own item in the conditions list.

Accounting Reports

For small businesses, accounting reports are crucial tools for maintaining financial organization and maximizing revenue. While it may be obvious why larger corporations with substantial finances require these reports, small businesses also stand to benefit greatly from their use. This is because accounting reports can aid in tax preparation, provide valuable insights into financial performance, and inform strategic decision-making, all of which are vital to the success and growth of small businesses.

RMPro presents an extensive range of accounting reports, skillfully crafted to help you make well-informed decisions about your business operations by displaying crucial financial information in an easily comprehensible format. From tracking your inventory transactions, sales, taxes, to profitability by salesperson, location, or criteria, RMPro offers it all. Moreover, with reports such as the Cost of Goods Sold, Daily Sales, Inventory Aging, and Sales Analysis, you can obtain up-to-date insights into your business performance and take prompt action.

Analytical Reports

Both small and large businesses generate substantial amounts of data, which, when analyzed appropriately, can contribute significantly to their success. The utilization of data analytics can boost productivity and efficiency, while also providing a competitive edge that leads to increased revenue. Although data analysis may require additional resources, the benefits it offers to businesses make it a worthwhile investment.

The RMPro Analytical Reports are an essential tool for businesses wishing to achieve a competitive advantage in the marketplace. In these reports, you can obtain comprehensive information about your sales performance, vendor profitability, customer analysis, and inventory management, allowing you to take informed business decisions. With a wide range of reports available, from Best Sellers to Vendor Balances and Customer Receivables Aging, you can easily track your financial performance by vendor, category, design, size, and more. These reports also help you identify slow sellers, consigned items, and net balances for vendors. With the help of RMPro Analytical Reports, you can gain a better understanding of your business operations, increase efficiency, and boost profitability.

Customer Reports

With reports like Customer Analysis by Media Type, Customer Receivables Aging by Month, and Customer Zip Code Analysis, you can gain a deeper understanding of your customers’ behavior and preferences, enabling you to make more informed decisions for the future. Additionally, reports like Best Customers and Customer Transaction History provide valuable information on customer loyalty and purchasing patterns, allowing you to identify and reward your most loyal customers.

Historical Reports

RMPro’s historical reports offer several benefits to businesses, including the ability to track customer and vendor transactions over time, monitor inventory movement and history, and analyze user login activity. These reports provide valuable insights that can be used to make informed business decisions and improve overall operations.

Inventory Reports

RMPro Inventory Reports provide you with a wealth of information about your inventory, enabling you to make informed decisions about purchasing, stocking, and selling items. Use the Current Inventory report to generate price lists and track inventory status based on specific criteria, the Inventory Aging report to get insight into the aging of inventory, allowing you to determine which vendors’ items are selling the fastest, the Inventory History report to get a complete transaction history for specific inventory items, and finally the Inventory Summary by Criteria report to analyze profitability based on item characteristics like size, design, type, and category. 

Invoice and Return Reports

RMPro’s Invoice Reports provide detailed and summary views of customer and vendor invoices. With these reports, you can easily track sales and purchases, and monitor invoice details such as split percentages for salespeople and reconciliation summaries for vendor invoices. Additionally, the ability to view invoices for specific date ranges or salespeople can help you identify trends and make informed business decisions. The Customer Invoice Detail W.S. report and Vendor Invoice Summary report are particularly useful for wholesale customers. 

Payment and Purchase Reports

RMPro offers several useful reports related to payments and purchases for retailers. The Customer or Vendor Payment Detail and Summary reports provide detailed and summarized information on customer and vendor payments made within a specific date range. The Purchase Order Detail, Items, Summary, and Received reports provide comprehensive information on purchase orders, including the items purchased, dates, and vendors. Additionally, the Purchased Consigned Items report lists items that were once consigned but are now purchased from the vendor. These reports can help retailers keep track of payments made and received, as well as monitor purchases and inventory levels, ultimately helping them make more informed business decisions.

User Reports

RMPro’s user-related reports can be very useful for businesses. These reports include the QBI User Transaction History, which lists all transactions related to a specific user in QuickBooks Integration, as well as the User Login History, which tracks all instances of a user logging into the system. The User Commission Setup report lists commission settings for individual users, while the User Transaction History report provides a comprehensive list of all transactions related to a specific user. The User Void History report can help businesses track which users are voiding transactions, and the Opened Registers report can be used to keep track of which registers are currently in use. Overall, RMPro’s user-related reports can provide valuable insights into user activity and help businesses make informed decisions about their operations.

Vendor Reports

RMPro includes a range of vendor-related reports that can be very beneficial for retailers. These reports include the Vendor Balances report, which shows the current balance for each vendor, and the Vendor Charges report, which lists charges on vendor invoices. Additionally, the Vendor Inventory Balances report can provide valuable insights into profitability by vendor for items sold. The Vendor Returns Summary report can help businesses keep track of returns from each vendor. In addition, the Vendor Sales Details report provides a comprehensive list of items sold for each vendor. 

Performance Report

Evaluating the success of your business requires more than just analyzing its financial gains and losses. Numerous variables impact the overall performance of your enterprise.

By utilizing a performance report, you can consistently evaluate the performance of your business and make informed decisions.

RMPro Performance Reports help you evaluate and analyze the performance of your business. With reports like Category Sales Variance, Historical Sales Impact, and Sales Analysis By Location Summary, you can gain insight into the many factors that impact the overall success of your enterprise. The Daily Comparison Summary and Hourly Sales Performance options allow you to track sales trends in real-time, making informed decisions on the go. The SMART Growth tool can help you plan for future expansion, while the Vendor Performance Analysis feature ensures that your suppliers are meeting your expectations. Whether you’re a small business owner or running a multi-location enterprise, RMPro Performance Reports provide valuable insights to help you make data-driven decisions and grow your business.

Start Automated Success with RMPRO today

Start Automated Success with RMPRO today

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