Reports in Orion : SAM by Auxo

Orion has a wide range of reports, here is a complete list.

Accounts Module

Area	Report Name	Run as at	Mth End	Real time	Excel	PDF	Report Description
General	Customer Analysis Group Listing	N/A	N/A	Yes	No	No	List of customer analysis groups
	Customer Listing	N/A	N/A	Yes	No	No	List of customers, including Keycode, Name, Postal address, Phone and Analysis Group.
	Customer Listing (User Defined)	N/A	N/A	Yes	Utilities >Export	No	List of customers as per field selection
	GST Report	Yes	Yes	Yes	Send to	Yes	Reports on GST for given period
	Management Summary	Yes	N/A	Yes	No	Yes	Summary of Sales across multiple departments, inlcuding cost and markup.
	Payment Type Listing	N/A	N/A	Yes	No	No	List of payment types
	Profitability Report	Yes	N/A	Yes	Send to	Yes	List of Customer sales within each module and totals
	Supplier Listing	N/A	N/A	Yes	No	No	List of suppliers including Keycode, Name, Postal Address, Phone Number
	Terms Listing	N/A	N/A	Yes	No	No	List of Terms including Keycode, Name, Type and Days
	User Listing	N/A	N/A	Yes	No	No	List of Users including Keycode, Name and Level
Debtors	Banking Totals Summary	Yes	Yes	Yes	No	No	List of Banking supplements for given period, including amount
	Credit Management Report	N/A	Yes	Yes	Send to	Yes	List of customer ageing, balance, last reciept, contact and analysis group
	Customer Factoring Audit Trail	Yes	N/A	Yes	No	Yes	List of invoices and credits for customers for a given period
	Customer Sales	N/A	Yes	Yes	Yes	Yes	List of customer sales as per field selection
	Debtors Aged Trial Balance	N/A	Yes	Yes	Yes	Yes	List of customer balances with current, 30 days, 60 days and 90 days
	Debtors Aged Trial Balance (Including WIP)	N/A	N/A	Yes	No	Yes	List of customer balances with work in progress totals
	Debtors Audit Trail	Yes	Yes	Yes	No	Yes	Summary of Sales within the Debtors Ledger
	Debtors Individual Summary	Yes	N/A	Yes	No	Yes	List of transactions and balance for a given debtor within a given period
	Debtors On Hold	N/A	N/A	Yes	No	Yes	List of debtors that have been placed on hold
	Debtors Summary Invoices / Adjustments	Yes	N/A	Yes	No	Yes	List of debtors sundry invoices and adjustments
	Debtors Unmatched Credits	N/A	Yes	Yes	No	No	List of unmatched reciepts on a customers account
	Invoice Printing (Combined)	Yes	Yes	Yes	No	No	List of invoices for a given period
	Statements	N/A	Yes	Yes	No	No	Print debtors statements for the current period as per field selection
	Unpaid Invoices Report	Yes	Yes	Yes	Yes	Yes	List of invoices that are unpaid as per field selection
Creditors	Creditors Aged Trial Balance	N/A	Yes	Yes	No	Yes	List of creditors balances with current, 30 days, 60 days and 90 day balances
	Creditors Audit Trail	Yes	Yes	Yes	No	Yes	List of creditors invoices with a summary of the totals and current creditors total balances
	Creditors Individual Summary	Yes	N/A	Yes	No	Yes	List of transactions and balance for a given creditor within a given period
	Creditors Unmatched Payments	N/A	Yes	Yes	No	No	List of unmatched payments on a suppliers account
	Purchase Orders (Admin)	Yes	Yes	Yes	No	No	List of purchase orders made within the accounts module, with order number, supplier, order and due date, and value
	Supplier Purchases	N/A	Yes	Yes	Yes	Yes	List of creditor purchase totals for each month with a year to date column
Cashbook	Bank Account Reconciliation Report	Yes	Yes	Yes	No	Yes	List of bank account transactions for a given period
	Cashbook Automatic Payments Report	Yes	N/A	Yes	No	Yes	List of Automatic payments within the cashbook
	Cashbook Report	Yes	N/A	Yes	No	Yes	List of cashbook transactions within a given period
	Cashflow Report	Yes	N/A	Yes	No	Yes	List of opening and closing balances for a given period with General ledger totals
	Chart of Accounts	N/A	N/A	Yes	No	No	List of General Ledger codes with the Gl code, Search Key, Description and Type
General Ledger	Chart of Accounts	N/A	N/A	Yes	No	No	List of General Ledger codes with the Gl code, Search Key, Description and Type
	Financial Reports (Export to Excel)	Yes	N/A	No	Yes	No	List of General Ledger opening and closing balances for selected months
	Financial Reports (Rolling Months)	N/A	Yes	No	Send to	No	List of General ledger totals for a selected period
	GL Code Source Transactions	Yes	N/A	No	No	Yes	List of transactions for a selected GL code within a given date range
	GL Codes (User Defined)	N/A	N/A	Yes	Utilities >Export	No	List of General Ledger codes as per field selection
	GL Codes Budgets	N/A	N/A	No	No	No	List of general ledger codes with budgets
	Statement of Financial Performance (Profit and Loss)	N/A	Yes	No	Send to	Yes	List of general ledger totals with ability to look at transactions
	Statement of Financial Position (Balance Sheet)	N/A	Yes	No	Send to	Yes	List of general ledger totals with ability to look at transactions
	Trial Balance - Detailed	Yes	Yes	No	No	Yes	List of general ledger opening and closing balances for selected months with transactions
	Trial Balance - Summary	Yes	Yes	No	No	No	List of general ledger opening and closing balances for selected months
	Working Batch Report	N/A	N/A	Yes	No	Yes	List of general ledger codes with total amounts from the selected period

Workshop Module

Area	Report Name	Run as at	Month End	Real time	Excel option	PDF Option	Report Description
General	Job description listing	N/A	N/A	Yes	No	No	List of Job Descriptions for that workshop
	Labour category listing	N/A	N/A	Yes	No	No	List of Labour Categories
	Library text listing	N/A	N/A	Yes	No	No	List of Library Text in the system
	Stock analysis group listing	N/A	N/A	Yes	No	No	List of Stock Analysis groups
	Stock listing	N/A	N/A	Yes	No	No	List of Stock based on selected analysis groups
	Stock listing (User Defined)	N/A	N/A	Yes	No	Yes	List of Stock as per field selection
	Technician Listing	N/A	N/A	Yes	No	No	List of Technicians
	Vehicle Listing	N/A	N/A	Yes	No	No	List of Vehicles
	Vehicle Listing (User Defined)	N/A	N/A	Yes	No	Yes	List of Vehicles as per field selection
Workshop	Department WIP Summary	N/A	Yes	Yes	No	Yes	Summary of work in progress values
	Fault Repair Register	Yes	N/A	Yes	No	Yes	Lists faults that have been recorded in the Pre Start screen.
	Fleet Costing Report	Yes	N/A	Yes	Yes	Yes	Summary of Costings against fleet items
	Fleet Costing Report (Individual)	Yes	N/A	Yes	No	Yes	Summary of Costings against a selected Fleet item
	Fleet follow-up	Yes	N/A	Yes	Yes	Yes	List of Fleet Items to Follow up
	Fleet Outwork report	Yes	N/A	Yes	Yes	Yes	List of outwork done on Fleet items
	Fleet schedule report	N/A	N/A	Yes	Yes	Yes	List of Fleet specific information
	Invoice listing	Yes	N/A	Yes	Yes	Yes	List of Invoices created for a given period
	Invoice Printing	Yes	Yes	Yes	No	No	Prints out invoices for the given period and module
	Item repair & Maintenance	Yes	N/A	Yes	Yes	Yes	Summary of Invoices, labour, parts etc. against items
	Job card/Repair order printing	Yes	N/A	Yes	No	No	Prints out Job Cards/Repair Orders that have not/have been printed within that department
	Kit Listing report	N/A	N/A	Yes	No	Yes	Prints out a list of Kits in that department
	Labour Analysis (Detailed)	Yes	N/A	Yes	No	Yes	List of labour lines for selected technicians by selected critera
	Labour Analysis (Summary)	Yes	N/A	Yes	No	Yes	List of total hours for labour rates by selected technicians and critera
	Labour Hours Summary	Yes	N/A	Yes	Yes	Yes	Summary of technicians labour against availability
	Loan Item Useage Report	Yes	N/A	Yes	No	Yes	List of the Loan item movement for a specific date range including some customer detail
	Materials Sales & Margins Report	Yes	N/A	Yes	No	Yes	Lists all the material sales, either summarised or detailed based on criteria
	Pricing Structure	N/A	N/A	Yes	No	No	Lists all of the Pricing structures for the department
	Purchase Order Listing	Yes	Yes	Yes	Yes	Yes	Lists Puchase orders in the department for a given period
	Sales Analysis	Yes	N/A	Yes	Yes	Yes	Lists the invoices within a given time period, and shows the cost and charges for each section
	Sales Report	Yes	N/A	Yes	Yes	No	Lists invoices for a given period and by selected fields
	Sales by Customer Analysis Group	Yes	N/A	Yes	No	No	Lists sales by cost analysis group for a given period
	Sales by Technician	Yes	N/A	Yes	No	No	Lists sales by Technician for a given period
	Stock Movement	N/A	N/A	Yes	No	No	Summary of Stock Movement for the current period
	Stock Transactions	Yes	N/A	Yes	No	Yes	List of stock transactions for a given period
	Stock Valuation	No	Yes	Yes	No	Yes	List of current workshop stock
	Vehicle Follow-up	Yes	N/A	Yes	No	Yes	Summary of Follow ups against a vehicle from given criteria
	WOF Checksheet Listing	Yes	N/A	Yes	No	No	List of WOF Checksheet jobs.
	Warranty Report						N/A
	Work In Progress	Yes	N/A	Yes	Yes	Yes	Lists current work in progress jobs
	Work In Progress Valuation	N/A	N/A	Yes	Yes	Yes	Summary of work in progress totals
Marketing	Invoice Follow-up	Yes	N/A	Yes	Yes	No	Lists all invoices between a given period
Marketing	Service Reminder Cards	Yes	N/A	Yes	No	No	Lists all items with a current follow up

Parts Module

Report Name	Run as at	Month End	Real time	Excel option	PDF Option	Report Description
Alternate Part Numbers	N/A	N/A	Yes	No	Yes	Lists all part numbers with alternate part numbers against them
Customer Parts Summary (ASN)	N/A	N/A	Yes	Yes	Yes	Summary of Parts sales for twelve months by selected customer and period
Department Setup	N/A	N/A	Yes	No	Yes	Summary of Department Setup from given fields
Departmental Stock Valuation Summary	N/A	Yes	N/A	No	Yes	Summary of Departmental valuation amounts based on Average and last costs.
Holden Trade Club Export						N/A
Lost Sales Report	Yes	N/A	Yes	No	Yes	Lists all lost sales between a given period
Out of Period Creditors Invoices	Yes	N/A	Yes	No	Yes	List of transactions where the receive date of the part does not match the Creditors Invoice
Parts invoice Listing	Yes	N/A	Yes	Yes	Yes	List of all Parts invoices from a given period.
Parts Invoice Printing	Yes	Yes	Yes	No	No	Lists all Invoices from a given period before printing or emailing them.
Parts Payment Type Summary	Yes	N/A	Yes	No	Yes	Lists all transaction types with the total values.
Parts Purchases Report	Yes	N/A	Yes	No	Yes	Lists all part purchases from a given period dependant on whether it is Invoiced, ordered or recieved
Parts Sales Analysis	Yes	N/A	Yes	No	Yes	Lists all parts sales for a given period and sorting criteria
Parts Stock Listing (Userdefined)	N/A	N/A	Yes	No	Yes	List of Parts sales as per field selection
Point of Sale Activity Report	Yes	N/A	Yes	Yes	Yes	List of all Point of sale invoices by a given and grouped peiod
Pricing Structure	N/A	N/A	Yes	No	No	List of all pricing structures within the department
Purchase Order Report (Import)	Yes	N/A	Yes	No	Yes	List of all Import Purchase orders for a given period
Purchase Orders	Yes	N/A	Yes	Yes	Yes	List of purchase orders for a given supplier and date range
Purchase Order Details	Yes	N/A	Yes	Yes	Yes	Detailed list of all purchase orders by selected fields.
Statement Invoices	N/A	Yes	Yes	No	Yes	List of all invoices for that department for given customers
Stock Ageing Report (Harley)						N/A
Stock Ageing Report (Standard)	Yes	N/A	Yes	Yes	Yes	List of Parts stock with values with ageing values
Stock Analysis Group Listing	N/A	N/A	Yes	No	No	List of Stock analysis groups and their details.
Stock Listing	N/A	N/A	Yes	No	Yes	List of Stock and their details based on given criteria
Stock Listing (Matrix Printer)						N/A
Stock Margin Listing	N/A	Yes	Yes	No	Yes	List of stock margins based on given criteria
Stock Movement Report	Yes	Yes	Yes	Yes	Yes	List of the stock and the movement for each part based on given criteria
Stock Sales	Yes	N/A	N/A	No	No	Lists the stock sales by certain criteria. Can give a detailed view
Stock Sales & Margins Report	Yes	Yes	Yes	Yes	Yes	Lists stock sales and margins from a given criteria
Stock Transactions	Yes	N/A	Yes	Yes	Yes	Lists stock transactions by a given period
Stock Valuation	N/A	Yes	Yes	Yes	Yes	Lists the stock valuation based on given criteria for the current month
Stock Valuation (Historical)	Yes	N/A	N/A	Yes	Yes	List stock valuation report for historical data by given criteria
Stockturn Report	Yes	N/A	Yes	No	Yes	List of the stock turnover for given dates and fields
Superseded Part Numbers	N/A	N/A	Yes	No	Yes	List of Superseded parts stock

Sales Module

Report Name	Run as at	Month End	Real time	Excel option	PDF Option	Report Description
Bulk Form Printing	N/A	N/A	Yes	No	No	Lists Sales deals to allow for multiple form printing
Deal Charges & Accessories Report	Yes	N/A	Yes	No	Yes	Lists Charges and Accessories for each deal based on given fields.
Deal Over Allowance Report	Yes	N/A	Yes	No	Yes	Lists deals that have an overallowance base on
Finance & insurance Control Report	Yes	N/A	Yes	Yes	Yes	Lists Deals and their finance amounts and the margins for this.
Financed Sales Report	Yes	N/A	Yes	Yes	Yes	List of Deals sold by finance from a given criteria
Floorplan Report	N/A	N/A	Yes	Yes	Yes	Lists items that are on floorplan by given fields.
Margin Report	Yes	N/A	Yes	No	Yes	Lists all finalized deals with item details, sell price, purchase price and margins from a given criteria
Margin Report (Alternative Layout)	Yes	N/A	Yes	Yes	Yes	Lists all deals with item details, sell price, purchase price Allowances and margins from a given criteria
Margin Report (Selected Item)	N/A	N/A	Yes	No	Yes	Shows the sell price, purchase price and margin for a selected item
Owes Us Report	N/A	N/A	Yes	No	Yes	Lists all items on a deal that have an amount owing from a given criteria
Prospect Conversion Report	Yes	N/A	Yes	No	Yes
Prospects Report	Yes	N/A	Yes	Yes	Yes	Shows prospects from a given criteria
Purchase Order Report	Yes	N/A	Yes	No	Yes	Shows all Item orders from a given criteria
Rig Report	N/A	N/A	Yes	No	Yes	Shows all Rigs from the Rig listing.
Sales Costing Report (Detailed)	Yes	N/A	Yes	Yes	Yes	Shows the Costings for Items for given criteria
Sales Deal Report	Yes	N/A	Yes	No	Yes	Shows the finalized sales deals for a given criteria.
Sales Report	Yes	N/A	Yes	Yes	Yes	Shows the Deals and Items sold with costs for a given criteria
Stock Ageing Report	N/A	Yes	Yes	No	Yes	Shows the Stock items and the amount of days held from a given period from a given criteria
Stock Costing Report	Yes	N/A	Yes	Yes	Yes	Shows the costings for items from given criteria.
Stock Followup Report	N/A	N/A	Yes	No	Yes	Shows the Item and Followup Expiry dates for a given criteria
Stock List (Userdefined)	N/A	N/A	Yes	No	Yes	List of Stock Items as per field selection
Stock Listing Report	N/A	Yes	Yes	Yes	Yes	Lists Stock items from a given Criteria
Tasks Report	N/A	N/A	Yes	No	Yes	Lists all Tasks for customer and Prospects against selected criteria
Variance Report	Yes	N/A	Yes	Yes	Yes	Lists all items with a variance as per the given criteria

Rental Module

Report Name	Run as at	Month End	Real time	Excel option	PDF Option	Report Description
Customer Activity Report	Yes	N/A	Yes	No	Yes	Lists customer activity for a selected customer for a given period
Equipment Rates Listing	N/A	N/A	N/A	No	Yes	Lists all equipment rates from a given criteria
Invoice Printing	Yes	Yes	Yes	No	No	Prints or emails all rental invoices for a given criteria
Item Audit Report	Yes	Yes	Yes	No	Yes	Lists all Item locations from a given criteria
Pricing Structure	N/A	N/A	Yes	No	No	Lists all pricing structures in the rental module
Purchase Orders	Yes	N/A	Yes	No	Yes	Lists all purchase orders from a given criteria
Rental Contracts	Yes	N/A	Yes	Yes	Yes	Lists all Rental contracts based on a given criteria
Rental Contracts Due for Invoicing	Yes	Yes	Yes	Yes	Yes	Lists all Rental contracts due for invoicing based on a given criteria
Rental Contracts Due to End	Yes	N/A	Yes	Yes	Yes	Lists all Rental contracts that is close to the end date for the contract based on a given criteria
Rental Contracts Due to Expire	Yes	N/A	Yes	Yes	Yes	Lists all Rental contracts that is due to expire based on a given criteria
Rental Costing Summary Report	Yes	N/A	Yes	No	Yes	Lists all Rental Item costings for a given period and criteria
Rental Economic Life Report	Yes	N/A	Yes	Yes	Yes	Lists all Rental Items Costs from the period given
Rental Invoice Listing	Yes	N/A	Yes	Yes	Yes	Lists all Rental invoices for a given period and criteria
Rental Performance Report	N/A	N/A	Yes	Yes	Yes	Lists all Rental items with Cost, Depreciation and Revenue Values
Rental Performance Report (Individual)	Yes	N/A	Yes	No	Yes	Lists all costs and income for a specified Stock or Fleet item
Rental Performance Report (Summary)	Yes	N/A	Yes	No	Yes	Lists all Rental Items with their income for a specific period
Rental Rates Listing	N/A	N/A	Yes	No	Yes	Lists all Rental Item Rates by selected criteria
Rental Stock Aging report	Yes	N/A	Yes	Yes	Yes	Lists all Costs and revenue as per selected criteria
Rental Stock Listing	N/A	N/A	Yes	No	Yes	Lists all Rental items as per given criteira
Rental Stock Status Report	N/A	N/A	Yes	Yes	Yes	Lists the status of all rental items from a given criteria
Rental Stockturn Report	Yes	N/A	Yes	Yes	Yes	Lists all Rental Items that are on hire
Rental Utilisation Report	Yes	N/A	Yes	Yes	Yes	Lists all Rental items and the days available/rented for a given period.
Stock Activity Report (Individual)	Yes	N/A	Yes	No	Yes	Lists the Rental Activity for a rental item/fleet item for a given period
Stock Listing (Userdefined)	N/A	N/A	Yes	No	Yes	Lists Rental items from a given criteria
Stock Valuation (Consumables)	N/A	N/A	Yes	No	Yes	Lists all rental consumable items and values
Stock Valuation (Equipment)	N/A	N/A	Yes	No	Yes	Lists all Rental Equipment from a given criteria.

Reports in Orion Print

Accounts Module

Workshop Module

Parts Module

Sales Module

Rental Module

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