Report Types are used to classify Reports into one of the following report types:
- Aging - Reports designed for internal use that identify the unpaid invoice balances along with the duration for which they've been outstanding.
- Analysis - Reports designed to analyze historical data across a range of dates, customers/vendors/fishermen/sites, and transaction classes. Unlike 'Edit' reports which are often used as a file copy, these are for performing analysis and are typically launched from the Reports page
- Billing - Documents that are sent to organizations that owe you money. Examples would include the Sales Invoice, Quick Sale Invoice, and Fisherman Sale Invoice
- Check - Used to print Accounts Payable, Fisherman Accounting, and Grower Accounting checks. These only includes the paper check, not any check history or ACH remittance reports. Checks are typically launched as a Direct Print report.
- Edit - Reports used to review transactions before or after posting and as a file copy of a transaction that is not sent out. These are internal reports that will not go outside the company so they will not typically contain special formatting or print with company logos. These are most often launched from the Print dialog.
- File Export - Datasets that are in 'txt' or other formats designed to only be exported.
- Financial - Reports designed to be printed at month and year end. Typically launched from the Reports page. Examples include Trial Balance, Balance Sheet, and Income Statement.
- Other - Any report that does not fall within any other Report Type.
- Setup - Reports that show the details for a master file. Setup reports are typically launched from the reports page.
- Statement - Reports designed to be printed and sent to customers at month end. Typically launched from the Reports page. Examples include Customer Statement and Fisherman Statement.
- Transaction - Reports designed to be given to Customers (e.g. Order confirmation), Warehouses (e.g. Warehouse Release and Picking Instructions), Brokers (e.g. Broker Settlement), Vendors (e.g. Purchase Order), Fishermen (e.g. Fish Ticket), and Growers (e.g. Grower Ticket) that show details of a single transaction. Transaction Reports are typically launched from the Print dialog.