Reports

From HandiFox Online Wiki
Revision as of 23:41, 20 May 2022 by Dzhamalova.r (talk | contribs) (Transactions by Serial/Lot Number)
Jump to: navigation, search
Hfo-reports.gif
The Web App of HandiFox Online has a set of reports available to help you find, monitor and analyze various information about your company.
They are available under the Reports section.



Device Activity

This report lets you see all transactions done in the mobile app for the selected period of time.

You can choose to view actions from one specific device, or from all devices combined.

You can also export the contents of this report into Excel or CSV by clicking Hfo-exportbutton.PNG.

[Back to top]


Transactions by Serial/Lot Number

Example of a Transaction by Serial/Lot Number Report

Use this if you need to trace the path of a specific piece or lot through your company.

First, choose the item that interests you in the Item dropdown. You can then filter the transactions that you want to see by clicking on the Filter button. In the Number From fields, you may enter a single number or a range of numbers to search for. You can also select an Exp Date Range if you wish to filter products that a tracked by expiration dates. Filtering also allows you to show transactions for a specific site by selecting it in the Site dropdown. You may select the Transaction type and set a Date Range for transactions. By default, transactions for the last 30 days are shown.

You will see all transactions that contain the item in question with the specified serial or lot number(s).
You can export the report by clicking on Hfo-exportbutton.PNG


[Back to top]


Inventory Transactions by Item

This report lists all transactions that have influenced the quantity on hand of any item, and how exactly the quantity was modified by those transactions.

By default all items are listed, but you can use the Item dropdown to narrow the selection to one specific item.

You can also limit the results to a specific site (the Site dropdown) and set a different time interval (the Date Range field).

You can also export the contents of this report into Excel or CSV by clicking Hfo-exportbutton.PNG.

[Back to top]


Sales Reports

The reports in this category provide different ways to view past sales and sales transactions (Invoices, etc).

Sales by Customer Summary

Shows the total amount of sales by customer for the selected time period.

Sales by Customer Detail

For each customer, lists all sold items for the chosen date range, as well as the total amount of sales.

You can also narrow down the selection to just one customer.

Sales by Product/Service Summary

Shows the total amount of sales by item for the selected time period. Also shows the percentage every item has contributed to the total volume of sales.

Sales by Product/Service Detail

For each of your items, lists all sales done during the chosen time period, as well as the total amount of sales.

You can also narrow down the selection to just one item.

Sales by User Summary

Shows the total amount of sales made by every HandiFox user in the system.

Sales by User Detail

For every HandiFox user in the company, lists all sales they made during the chosen period, with corresponding transaction number, item names, customers and other details. Also shows the total sales for each user.

It is possible to narrow down the displayed results to just one user.

Info-sign.png You can also export the contents of any Sales Report into Excel or CSV by clicking Hfo-exportbutton.PNG.


[Back to top]


Purchase Reports

These reports provide different ways to view and summarize your past purchases.

Purchase by Vendor Summary

Shows the total amount of purchases by vendor for the selected time period.

Purchase by Vendor Detail

For each customer, lists all purchased items for the chosen date range, as well as the total amount of your purchases.

You can also narrow down the selection to just one vendor.

Purchase by Product/Service Summary

Shows the total amount of purchases by item for the selected time period. Also shows the percentage every item has contributed to the total volume of your purchases.

Purchase by Product/Service Detail

For every item in your inventory, lists all purchases for the chosen time period, as well as the total amount of purchases.

You can also narrow down the selection to just one item.

Info-sign.png You can also export the contents of any Purchase Report into Excel or CSV by clicking Hfo-exportbutton.PNG.


[Back to top]