Make smarter decisions using accurate and timely data. Exploit thousands of standard report possibilities or design your own. Better reporting power gives you tighter management and higher profits.
New West Technologies provides expert Microsoft RMS assistance. We build custom RMS reports based on your needs, empowering you to make intelligent business decisions through pertainent data reporting.
Demonstrations and screen captures are available upon request for your selected reports. Please contact us to request additional information.
We offer the following reports for Microsoft RMS, or can custom build the RMS reports you need for your business.
| Detailed Sales Report with Customer Address |
This report displays the customer's address, first and last name, credit limit, and account balance, which can be used for exporting customer data. |
| Detailed Sales Report by Sales Rep |
This report displays detailed sales grouped by the sales rep. |
| Customer List with Email Address |
This report displays a customer list with the customer's associated e-mail address. |
| Daily Sales by Register |
This report fixes a filtering issue on the original daily sales report. On the original report, if you use a register as your filter criteria, an error occurs indicating "Filter value is not valid". |
| Detailed Sales Report by Day |
This report displays detailed sales grouped by the date sold. |
| Detailed Sales Report by Hour |
This report displays detailed sales grouped by the hour, in the 24 hour clock format. |
| Detailed Sales Report with Customer Address |
This report displays detailed sales with detailed customer information. |
| Detailed Sales Report w Item Coment |
This report displays detailed sales with the item comments entered at the POS. |
| Detailed Sales Report w Extended Description |
This report displays detailed sales with the items' extended descriptions. |
| Detailed Saled Report with On Order |
This report displays detailed sales with item quantities on order. |
| Detailed Sales Report with Return Values |
This report displays detailed sales with the cost and profit columns properly reflecting the Quantity sold for sales and returns (these columns are hidden by default). The default Detailed Sales report fails to take cost and quantity times the Quantity Sold. |
| Detailed Sales Report with Serial Numbers |
This report displays detailed sales with item serial numbers included. |
| Detailed Sales Report with Total Discount |
This report displays detailed sales with item discounts entered at the POS. |
| Voucher (Detailed) Report with Item |
This report differentiates when users have multiple voucher items set up. |
| Work Order (Detailed) Report with Item Comment |
This report displays a detailed list of work orders with the item comments assigned at the POS. |
| Accounting |
This report displays all the general ledger accounts assigned using Journal > Assign GL Accounts within Store Operations Manager. |
| Inventory Information and Purchase Order Estimation |
Based mostly on the Item Quantity List, this advanced report breaks out the inventory items in more detail and offers an accurate view of the estimated Quantity to Order based on Reorder Information. This report breaks down item quantities by On Hand, Committed, Quantity On Order, Quantity on Transfer Ins, and Quantity on Transfer Outs. Using this information, the report calculates what the expected Order Amount (Qty to Order) should be for each active item based on the item's current inventory data on Reorder Information. MPQ and Minimum Order values are not taken into account however. |
| Item Movement History Report with Cost |
This report displays the item movement history with the item cost associated. |
| Item Movement Report with Transfers |
The default Item Movement Report has a column titled PO Movement that combines the total quantity issued and received for all Purchase Orders, Transfer Ins, and Transfer Outs. This report splits the PO Movement data into 3 columns; one each for Purchase Order Movement, Transfer In Movement, and Transfer Out Movement over the given time period. |
| Assembly Quantity List |
This report displays the Item Quantity List grouped by assembly code. Only assembly items are displayed, and each assembly code is displayed with its corresponding components. |
| Matrix Quantity List |
This report displays the Item Quantity List grouped by matrix code. Only matrix items are displayed, and each matrix code is displayed with its corresponding components. |
| Item Quantity List with On Order View |
This report displays the item quantity with the on-order quantity amounts and quantity amounts to order for each item. |
| Items Received-Issued Report |
This report displays the details of each item that has been received or issued, grouped by the Purchase Order, Transfer In, or Transfer Out number. Filter to see items received from purchase orders, or display items received/issued on transfers over a given date range. Drill down to the specific purchase order or transfer from the report, or use the report to quickly track received goods as of a certain date. |
| Item Value |
This report displays the item value list with last cost, last sold, and last received information. |
| Offline Inventory List |
This report displays the inventory quantities that are offline, and also those that are on hand. |
| Order (Summary) Report |
These reports calculate the remaining balance on special transactions within an active report (for work orders, back orders, and layaways). The Order (Summary) Report displays one line for each transaction. It shows the original amount of the transaction, the current deposit amount, the value of goods picked up, and the remaining balance. The Expiration/Due Date and Company Name fields are hidden. The ID field signifies the order number, and you can drill down on that field to open the Order (Detailed) Report, which displays more details about the order. The Order (Detailed) Report displays all item details for the order, along with which items have been picked up and which are on order. You can print this report individually, but it's best to print the summary report and drill into this report for more details. Note: Because of the way taxes are stored and calculated in the database, the balance and/or transaction total amounts might differ from the actual transaction by plus/minus .01. |
| Account Payment Report |
This report displays all the payments made on a customer account. |
| Profit Margin by Department |
This report calculates the profit margin for each department over a given period of time. Along with Profit and Margin, this report includes total units sold, total cost and retail $ sold, quantity on hand, and extended inventory cost figures. |
| Profit Margin by Department |
This report calculates the profit margin for each department over a given period of time. Along with Profit and Margin, this report includes total units sold, total cost and retail $ sold, quantity on hand, and extended inventory cost figures. |
| Purchase Order List |
This report displays a list of all purchase orders with the Item Lookup Code, Order Number, Description, Cost, and Last Received columns added to the report. |
| Sales Commission Report by Dept |
This report displays sales and commissions grouped by department. |
| Summary Sales Report |
Containing essentially the same data and criteria found on the default Detailed Sales report, this "Summary Sales" report groups each item onto one line making for a report that is easier to read and takes up less pages per print job. Including the one line per item feature, this report also adds some common requests such as Qty On Order, Item Sub Descriptions and Discounts. Because the report is 'summary' in nature, transaction specific data such as customer information, comments, and reason code selections are not available. |
| Tender Summary by Cashier |
This report displays the tender information for every transaction completed through the POS (sale, void, return, drop/payout, payment, work order, layaway, or back order) grouped by register and cashier. It also includes Customer information when included on the transaction, along with the specific transaction date. Drilldown capability to receipts only exists in the “Trx #” column. |
| Tender Summary by Date |
This report displays the same data as the tender summary by cashier report, only it is grouped by date and the details are in the exact order that the transactions were created in the POS. Drilldown capability to receipts only exists in the “Trx #” column. |
| Customer Payment Listing Report |
Displays the summaries of all the payments made by customers. |
| Inventory Transfer List In |
Displays the item information for goods that were transferred in / to a store |
| Inventory Transfer List Out |
Displays the item information for goods that were transferred out to a store. |
| Tender Summary |
Shows a summary of the sales by tender. |
| Customer List w.Custom Fields |
Customer list with all available custom fields added in (Text, Date, Number) X 5 |
| Customer List with Account Info |
Customer list with Account information added in. |
| Item Movement Report |
Item Movement Report with the serialized items information added in. |
| Serial Number List |
Report to show only the serialized items and information about them. |
| Layaway (Detailed) Report |
Displays the information regarding the layaways. |
| Memorized-Email Sales Report |
Summarized sales by customer with sales information. |
| Memorized-Detailed Sales Report wEmail |
The detailed Sales report with customer email included. |
| Memorized-Detailed Sales Report wTax |
Detailed Sales report with tax information included. |
| Memorized-Hourly Sales Report |
Summary of sales by hour |
| Memorized-No Sale Report |
List of all no sales transacation with added information. |
| Memorized-Over Short Report |
List of the over and shorts by register |
| Memorized-Returns Report |
List of all returns and reason information |
| Memorized-Sales with CC |
List of sales with CC numbers and information |
| Memorized-Item Price List wProfit Margin |
The item price list with the item profit margin added in. |
| Cashier Time Clock |
Mimics the RMS CR for Time clock. Done in XML reports. |
| Layaway Payment Report |
Shows a summary of all layaway orders in the system |
| Tender Summary transaction number |
Summary of tenders with Transaction numbers |
| Accounts Receivables Report with Trx Details |
Shows the transaction information, customer information, and account information |
| Customer List Detail |
Contains all information regarding the customer |
| Detailed Sales by Date |
Contains the detailed information for all sales. Additional information. Sorted by Date |
| Detailed Sales Report with cost |
Detailed sales information with the total cost of items sold included. |
| Item Quantity List w Qty On Order |
Item with with the on order information included. |
| Kit Component List |
This report displays the Item Quantity List grouped by kit code. Only kit items are displayed, and each kit code is displayed with its corresponding components. |
| Profit and Margin Entire Store |
This report displays the cost of total sales, the total retail sales, total profit, and total profit margin for the entire store. |
| Memorized-Turns Report |
Report to show the inventory turn rate. The turn formula: Total sold / quantity on hand. Based on date range from Customer. |
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