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May 26, 2015

UnitWise Reports | Reporting for Duty!

Reports. Gotta love ‘em! They tell us everything we want to know, need to know, and sometimes what we really don’t want to know. But they save us loads of time so we can be doing what we love best– spending time with our customers, working on our businesses, and sharing time with family and friends.

Recently, a UnitWise user asked a Good Question.

She wanted to pull a sales report for a specific month. But she wanted the report to have the customers’ names along with the sales so she can follow up with these customers.

She had already searched reports and pulled up Invoices for the month, but that report does not include the customers who purchased those items.

Does such a report showing sales with customer names exist? Yes it does!

This handy report is called Sales Breakdown.

It is located in Home>>Reports>>Sales>>Sales Breakdown.

(BTW, If you aren’t seeing the Sales Tab right away, compress the Customer Tab by clicking on the >> and you will see all eight report categories.)
Click on the Sales Breakdown Report. Here you can see where you can customize the report to suit your inquiry.
Plug in the required data, hit Run Report, and there you are! Customer and Sales all in one place.

And it only gets better.  Eight Reports You can Find in UnitWise.
Sales Reports aren’t all that UW has to offer! Reports are an integral component of the UnitWise Business Management System. Designed to be easy to access and generate, we created eight report categories providing the information you need to keep your business in daily, weekly, monthly and yearly, tip top shape.

Customers: The lifeblood of your business, there are 28 default reports covering customers. Want to know details on spouses and significant others? Or maybe you need to know right now a total of most recent customer orders. If the data is there, you can pull a report for it.

Trips: Where were you? When were you there? How many miles did you travel? Yep. We got a report for that.

Accounts: This category offers the kind of reports that will just make your Accountant’s heart go all aflutter.

WAS: Gross receipts, sales counts, and monthly sales and counts. It’s all here keeping everyone on time and on target.

Year End/Tax: Remember making your Accountant’s heart go aflutter? Well, these 10 reports will only make it beat double time.

Team Members: All your record keeping quickly summarize right here, in eight different ways.

Products: 12 subcategories, such as Product Purchases (which lists orders from MK during a specified time), and Inventory Audit Trail, which provides an audit of products in your inventory based on sales. Includes quantity count as well as invoice/sales receipt number for each item sold. What do you want to know today about your inventory? The answer is probably right here.

Address Labels: Tucked into the Reports menu, this handy tool will help you surprise your entire contact database with greetings in their mailbox (or use these designated labels for special gifts for special people.)

Sales: Who knew there could be so many different ways to look at sales reports? Let me count the ways: 20. Yes, there’s twenty different ways to look at your sales, like pulling a monthly sales report with customers’ names.

What can reports do for YOU today?
Explore ALL the available reports offered through UnitWise. If you are not sure what report to start with,try The Shopping List found under Products. After all, who doesn’t like to shop? If anything, the information you gain from these summary reports will only help you grow your business.

Or, watch our video on UnitWise Reports.


The Heroes at UnitWise are here for you. If you ever need assistance with the report capabilities or any other feature of your UnitWise business management system, you can reach the UnitWise Heroes via phone 704-234-6006, live chat (M-F 9-6 EST), or email: heroes@unitwise.com (24/7). Or visit our instructional video library on YouTube.

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