LOCATE has an extensive list of Reports, Labels and Forms. All of these can be found in the Reports module.
NOTE: LOCATE limits each user to running 3 concurrent background reports at one time. Automated print events are not subject to this, neither are scheduled reports. This is to prevent individual users from queuing up large numbers of reports. (ALL support sessions and Cron driven reports share the same user.)
Location
- From the Main Menu navigate to Reports
Tutorials
Brand Override
Scheduled Report Retrieval
Detailed Reporting in LOCATE
LOCATE Stock Report Headers
File Missing Icon within a Report
How to create a New Report Profile
Auto-Copying a Part Custom Field to an Order to get it to display on a Report
Reports Alert: You currently have 3 reports running. Please wait for one of these reports to finish before running your next one.
FAQ’s
Which Report to use for Sales Reporting?
How do I automatically run a linked Report?
How do I associate or link a Report to a Module Record?
How to edit an existing report profile’s parameters or display options?
How to create a non-branded packing slip and automated print event for Dropship orders?
Why is there a difference with Total Sales By Sales Person against the Total in the LOCATE Gross Profit?
Which Accounting reports should be run in LOCATE, and which should still be run in the Accounting Platform?
Custom Reports
What if my Custom Report has a bug?
What if I need a custom report developed?
Can a customer customize or create their own reports?
What if I have a custom report developed and need help with it?
What if my Custom Report needs a new or alternate customization?
Pages
New – Create/import a new report
Report Run – Primary report page to either select a profile to run, or set Parameters and Display Options to run the report
Details – Review report details, categorize report and set up module linkage
Subreports – View, download and upload Subreport files
Documents – Attach documents to the report
Profiles – Set up unique default or non-default report profiles for easy report run functionality
Access – Manage record-level Access Control Lists (ACLs)
Schedule – Set up scheduled distribution of report profiles
History – An audit of the reports run by users
Reports List
The Reports List will house all the LOCATE Stock reports, as well as any Custom reports specifically designed for the instance.
Use the Filter Reports field to type in the name of a particular report you are looking for, or if you do not know what report you are looking for, they are broken up into sections corresponding to operations or modules in LOCATE.
List of Reports
- Account Clearing by Payment
- Account Detail
- Adjustment History
- Avery 5160 Part Labels
- Batch Detail by Account
- Batch Print Invoices
- Bill
- Bill of Lading
- Bill of Materials
- Bill of Materials Summary
- Bills of Material by Part
- Bundle Performance
- Bundle Report
- Bundles by Part
- Case Pack Qty Label 2×3
- Company Inventory
- Contact List
- Cost Layers
- Current Inventory*
- Customer Address List
- Customer Group List
- Customer Invoice Comparison
- Customer Invoice Orders Overview
- Customer Milestones
- Customer Parts List Export
- Customer Statement
- Cycle Count Export
- Cycle Count List
- Cycle Count Report
- Cycle Count Statistics
- Deleted Records
- Discounts by Order
- Empty Locations
- End of Term*
- Fees by Order
- Fulfilled Orders by Customer
- Fulfilled Sales by Customer
- Fulfilled Sales by Customer Comparison
- Historical Inventory
- Inactive Customers
- Inbound Inventory
- Inventory Aging
- Inventory By Part
- Inventory Turnover
- Invoice Report
- Invoice Export
- Invoice Lines by Customer
- Invoice Margins*
- Invoice Status
- Invoice Summary
- Invoice Taxes
- Invoiced Fees by State
- Job Report
- Last Cycle Count by Location
- Ledger Detail
- LOCATE Gross Profit
- Location Tags
- Location Tags – Single 1×2
- Location Tags – Single 1×4
- Location Tags – Single 2×3
- Manufacture Order Report
- Margin Summary*
- Monthly Invoices Year Over Year by Customer
- Monthly Sales by State
- Offset Account Reconciliation
- Open PO Lines By Month
- Order Task Status
- Out of Stock Parts
- Outstanding Returns
- Pack Statistics
- Packing Slip
- Part Activity
- Part Average Cost
- Part Catalog
- Part Custom Account Mapping
- Part Customs Data Export
- Part Default Location Export
- Part Expiration Report
- Part Fulfillment by Customer
- Part Fulfillment Summary*
- Part Invoice Summary
- Part Labels by Inventory 1×4
- Part Labels by Inventory 2×3
- Part Labels by PO 1×4
- Part Labels by PO 2×3
- Part Labels by Receipt 1×4
- Part Labels by Receipt 2×3
- Part Labels by SO 1×4
- Part Labels by SO 2×3
- Part List
- Part Tags
- Part Tags – Single 1×2
- Part Tags – Single 1×4
- Part Tags – Single 2×3
- Part UPC – Single 2×4
- Parts Allocated
- Parts Purchased By Vendor
- Payment Summary by Network
- Pick Face Report
- Pick Report
- Pick Statistics
- Pick Ticket
- Pick Traveler Label 2×3
- Pick Traveler Label 4×6*
- Pickup Summary
- Production Demand*
- Purchase Order Export
- Purchase Order Report
- Purchase Order Slip
- Purchase Order Summary
- Putaway
- Quantity Sold by Source
- Quote Export
- Quote Report
- Quote Slip
- Quote Summary
- Receiving History
- Receiving List
- Reconcile Export
- Reconcile Summary
- Reorder Points
- Return Order Export
- Return Order Slip
- Return Rate
- RMA
- Sales and Inventory by Site
- Sales and Inventory by Site Rolling 12 Months
- Sales Backorder
- Sales Order Dashboard
- Sales Order Export
- Sales Order Margins Export
- Sales Order Report
- Sales Order Summary
- Sales Quantity by Month
- Sales Receipt
- Sales Slip
- Sales Summary
- Serial Number Label – 1×2
- Serial Number Label – 1×4
- Serial Number Label – 2×3
- Serial Number Labels – Avery 5160
- Service and Labor Summary
- Shipment Slip
- Shipping Accrual Account Reconciliation
- Shipping Invoice
- Single Part Labels by Inventory 1×4
- Single Part Labels by Inventory 2×3
- Site Fulfillment by State
- Slipping Sales Margin
- Tax Gap
- TaxJar Order History Export
- Total Sales by Salesperson
- Tracking Audit
- Tracking Value Sales History
- Tracking Values On Hand
- Transaction Detail
- Transfer Order Part Matrix
- Transfer Order Report
- Unearned Revenue Account Reconciliation
- Use Order Export
- Use Order Report
- Use Order Summary
- Work Order Demand
- Work Order Export
- Work Order Instructions
- Work Order Report
- Work Order Summary
(*) LOCATE Favorite/Recommended Reports