Reports

Below is a list of the reports by category available in BUZ

Sales

Leads Analysis (Detailed) - Detailed report on lead status by rep

Sales Analysis - Report on Sales which can be filtered by rep, order type, orders status and date. This report is also the commissions report, GP report and Variance.

Leads Analysis (Summary) - Summarised report on lead status by rep

Products Analysis - Product report on Inventory group and order status

Leads Analysis by Branch (Summary) - Summarised report on lead status by branch

Products Analysis by Report Categor y -

Leads Sources - Lead report on Marketing sources to determine what marketing is working

Products Analysis by Branch

Leads Conversions by Sales Representative

Products Analysis by Customer

Leads Conversions by Branch

Products Analysis by Sales Rep

Top 10 Materials Ordered

Workflow

Jobs Schedule (Detailed)

Dispatch Schedule

Jobs Schedule (Summary)

Dispatch Schedule (Detailed)

Jobs Schedule (Summary) (Shutters)

Job Lines Levels

Financial

Aged Receivables

Banking Transactions Summary - This report is based on created banking deposit slips in BUZ. This report will be blank if the deposit slips haven't been created in BUZ. More help can be found here about creating deposit slips.

Deposits Held

Banking

Bank Reconciliation BANKING - Bank Reconciliation.pdf
Deposit Slip Cheques BANKING - Deposit Slip Cheques.pdf