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Report Name	Description	Report Type	Can be Scheduled
Accounting
AR Audit Trail Report	All Accounts Receivable transactions by Period
AR Invoice Register	Sales Invoices settled to Accounts Receivable by day
AR Payment Register	View Customer Account Payments
Customer Aging	View AR Aging		Y, Summary
Customer Aging by Field Rep	View customer accounts with current and overdue balances for transactions that have a Field Rep assigned.		Y
Past Due Aging	Past Due totals with balance aging
Inventory Audit Trail	List Inventory Activity for selected Period and Transaction type.
Inventory Valuation	On Hand Quantity and Value of Items		Y, both
Inventory Valuation Unbilled	Unbilled quantity and values for Unbilled Order and Unbilled Fertilizer Batch transactions.		Y
Inventory Overview	Item Cost, Price, Quantity and On Order
Inventory Comparison	Compare On Hand Quantity for two periods
Item Tax Status	Item Tax Rate and Farmer Exemption by State
Manual Discounts Allowed	Lists Manual Discounts Allowed by customer and operator
Purchase Order Accrual	Lists purchase order statuses and amounts		Y
Purchase Order Reference	Lists purchase orders with references
Sales Tax	Calculates and Lists Tax Information for selected Tax Codes
Sales Tax Exemption	Lists orders with the items that the tax flag changed.
State Specific Tax Reports	Calculates and Lists Tax Information Used for State Tax Returns
Tax Exempt Customer Sales	Total sales for Tax Exempt Customers
Valuation by GL Account	View current GL balances and Inventory valuation
Sales Tax Audit Export	Create an .xls export to audit a specific tax code.
Kansas Fuel Tax Export	export for gasoline, propane and distillate fuel sales and purchases for export to the Kansas Department of Revenue.
Fuel Sales Tax	Use this report to display Fuel Tax and Tank information.
Balancing Drawers
Cash Drawer Detail	Lists Each Transaction for Each Drawer		Y
Cash Drawer Summary	Summary of Transactions for Each Drawer		Y
Check Detail	Each Check Transaction for Each Drawer		Y
Credit Card Detail	Each Credit Card Transaction for Each Drawer		Y
Customer Appropriate
Customer Account Recap	Details of customer activity for a selected Financial Period.
Customer Invoices	Produce batches of customer invoices to use for validation and pass-thru billing
Customer Item Sales by Invoice	Item Sales for a specified customer
Customer Prepaid Audit	Provides details on Prepaid activity by transaction date
Customer Purchase Summary Detail	Items sold by Purchase Summary or settlement method.
Customer Sales Activity	Sales Activity per Invoice with Item by Order type
Customer Sales History Category	Sales Information for a specific Item Category and Customer
Customer Sales History Item	History of Item Sales for a specific Customer
Customer Prepaid Audit	Provides details on Prepaid activity by transaction date.
Customers
AR Invoices Past Due	Customers with Past Due Balances
AR Invoices Upcoming Due	Customers with Future Due Balances
AR Sales Tax Exemption Status	Customer by Tax Exemption Status
Credit Summary	View customer credit information.
Customer Audit	Transactions and payments for a selected Period
Customer Collections	Past Due totals with balance aging
Customer Contacts	Customer contacts for all or a specific Customer
Customer Credit History	Credit History plus Sales and Balance due totals
Customer Detail	Contact information plus all transactions
Customer List	Contact information with selected Financial information
Customer List by GLN	Customers with Technical Licenses for all Technical licenses
Customer Revisions	View Credit Limit changes or new customer accounts added.
Customer Splits	Locations with the Orders and Batches parameter enabled can create the Customer Splits report.
Customers Issued MSDS	Customers issued an MSDS
Customers Issued Licenses	Customers with Technical Licenses by Individual license
Customer Nearing Credit Limit	Customers with available credit within set credit limit percentage		Y
Customers without W9's	Patronage eligible customers without W9s
Customer VFDs	View Customer Veterinary Feed Directives
Duplicate SSNs	Accounts with duplicate Social Security Numbers
Loyalty Rewards Outstanding	Loyalty rewards outstanding
Magazine Subscription	Customer List of monthly magazine subscribers
Sales and Available Credit	Customer ranking by previous and current sales
Soon to Expire Stored Credit Cards	Locations utilizing stored credit cards to pre-authorize transactions can use this report to track expiration dates of the cards.
Top Customers	Customer ranking for specific Financial period
Upcoming Prescription Expirations	View customers allowed to purchase items requiring a prescription due to expire in the number of days entered.
Written Off Accounts	Written off customer accounts with net total due
Direct Orders Direct Order reports are located on the DO menu.
Print Closed DO Report	Information about all Closed Direct Orders
Print Open DO Report	Information about all open Direct Orders
Print Shipped DO Report	Information about all Shipped Direct Orders
Exceptions
Active Items Report	Active items with on hand or activity in the last six months
Age Restricted Items	Lists sales containing age restricted items
Bin Lot Movements	Create a Bin Lot Movement report for a specific item.
Due Date Override	Invoice Due Date Overrides by specific Date and Site		Y
Employee Pricing Granted	Sales to Employees with Items
Import Audit	List audit information for selected import.
Incomplete Items	Items with missing UPC's or Weight
Items Recently Added	Recently added Items with PUOM, SUOM, Cost and Price
Margin Exception	View the transactions where items were sold outside the Gross Margin range selected.
Negative Inventory	Items with negative On Hand Quantity
Test Dates by Item	View Items with Seed Lot Tracking and associated Test Dates.
Price Overrides	All Orders with price overrides for a date or date range		Y
Manager Override for AR Settlement	All transactions that required the Manager Override password when settling to AR
Voided and Returned Orders	Voided and Returned Orders for a date or date range
Voided and Returned Batches	Voided and Returned Batches for a date or date range
Feed
Comparative Feed Sales	View comparative feed sales for selected periods.
Feed Margin	Price, cost, margin, and margin percentage for assembly items.
Feed Mill Production	Quantity and Cost of assembled Items by Site and Date Range
Feed Sales by Month	Feed Sales by Category for a Period Range
Print Item by Component	Prints a report of all assembly items by component
Fertilizer
Daily Sales	Daily Fertilizer sales for a date or date range
Ingredient Status	Fertilizer Items with On Hand Quantity, WAC, and Value
Open Batches	Open Batches with Customer, batch and batch total information
Open Batch Summary by Status	View the status of Batches when using Dispatching
Retail DPR	Review Inventory, Receipts and Sales for all Plant Food Items for a Monthly or Quarterly Sales.
Sales by Analysis	Tonnage Sold by Analysis with Revenue, COGS and Margin
Third Party Services Provided	Outsourced Fertilizer orders by Vendor by Batch #
Tonnage Sales with Margin	Tonnage sold by profit center and category
Unbilled Fertilizer Batches	Open batches with printed blend sheets for a specific date range.
Unsettled Split Child Batches	Unsettled Split Child Batches
Fuel Sales Activity	Located in Orders, Fuel Sales
Batch Details	View Batch details, Applicator, Crop Use, Location or Customer
Government Reports
EPA Tier 2	Items in a Category marked as EPA TIER 2 reportable.
Lot Number Sales	Items with Lot Numbers, Customer Name and Sale Date included
Mill Assessment	For locations assessed taxes on materials sold used in fertilizer
Out of County Sales	California clients must report sales that ship to a county that is different from where the products were sold.
Pesticide Sales Export	Export pesticide sales for government reporting.
Restricted Fuel Sales	Restricted fuel report with the permit/license number listed on the Customer detail report listed under Tech Licenses.
Tonnage Tax	Tonnage tax amounts based by state with customer name
Tonnage Tax by Grade Export	Exports tonnage tax information for batches and direct orders in .csv file format including batch analysis for Connecticut, Maine, Massachusetts, New Hampshire, New York, and Rhode Island.
Tonnage Delivered by County	Tonnage delivered by County indicating Farm or Non-Farm
Virginia Lime Worksheet	Tonnage sold of Calcium and Magnesium Lime by County
Grain Grain and Stored Grain reports are located on the Grain menu.
Grain Position	Quantity of bushels, value of owned, unfilled sales and purchase contracts.
Grain Contract Position	Show outstanding Grain Contract Postions in dollars and bushels
Grain Receipts Audit	Lists grain receipts for selected item, vendor, and date range.
Grain Tax Liability	View Grain Tax Liability.
Grain Vendor Aging	View grain vendor aging
Open Grain Contracts	Open Grain Contracts with Contracted, Outstanding, and Transferred Quantities and Values
Discount Scales	Print the detail levels of each factor of the selected Discount Scale
Stored Grain
Audit Trail	View Banked Grain Transactions
Status	List Grain Banking transactions by Customer or Item based on Customer selection, Item selection, and transaction status
Stored Grain Purchases	Print Stored Grain Purchases
Usage	View banked grain usage
Inventory Costing and Pricing
Cost Comparison	Compares AWAC, Replacement Cost, and Last Cost of Items
Cost Exception	Tracks changes to Weighted Average Cost
Out of Date Retail Prices	Items with manual pricing whose retail price is out of date.
Retail Price Comparison	Compares AWAC and Replacement Cost GP% for Items using Retail Price
Retail Price Changes	Price changes for Items with Previous and Current price with OH
Retail Price List	Prints a list of items by category with prices and quantity breaks.
Uploaded Sales Activity For JDF	Located in AR, JDF Multi-use. View customer activity for each John Deere Financial upload
Oil & Energy
AFD Import Report	View AFD import items that have created Fuel Site Transfers after import.
Daily Reconciliation	Prints the activity scheduled or completed on a selected route such as Orders, Load From Rack and Load From Location
Daily Truck Inspection	Print a Truck Inspection report to use as a guide to visually inspect and record the condition of a vehicle.
Degree Day Runout	List Tanks to view the projected tank run out date based on Degree Day.
Device Cash Reconciliation	Create a report to display the transactions settled to cash.
K Factor Deviation	Track the K-Factor changes that are both system generated and manually executed.
Price List	View a list of items and associated margin tier pricing.
Energy Assistance	View a report of the Energy Assistance Program Recipients and Subsidizers.
End of Day	Create a report that displays Oil and Energy Usage for a selected day.
Tank Inventory	Displays a list of Inventory and Asset Tanks.
Tank Last Gas Check	The Last Gas Check from Access Tanks providing dates on the last and upcoming check dates.
Asset Tanks	List Asset Tanks by Site or state.
Fixed Asset Changes	Obtain information on Tanks flagged as an Asset in Owner Type.
Regulators Soon Out of Date	List of Regulators with an Expiration Date set between the date range selected.
Sales Contract Status	View Open, Closed or Open and Closed Sales Contracts
Budget Billing Balance	Budget Billing Balance payment report for one or all Customers.
Budget Billing Payment Issues	Identify the Customers past due on Budget Billing payments.
Budget Billing Planning	Review current and previous Budget Billing Payment amounts
Budget Billing Changes	Displays the budget billing payment changes each month.
Sales Margin	Sales Margin Report for all, one, or multiple Item Categories and Locations.
Truck Report	View details for a specific Delivery Route.
Driver Gallons Delivered	Use to calculate Oil & Energy driver bonuses
Orders
Open Orders	View Open orders by Operator, Location, Item or Customer.
Unsettled Child Orders	View Unsettled Split Child Orders
Gift Card Activity	All activity for active gift cards.
Gift Cards Outstanding	Shows date activated, current balance, and last transaction
Open Layaway Status	Lists Open Layaways
Freight Accrual	Use the Freight Accrual report to view outstanding Freight charges from Closed Orders.
Patronage Patronage reports are located on the AR, Patronage menu.
Customers without W9s	Patronage eligible customers without W9s
Patronage Category List	Item Categories marked to pay patronage.
Patronage Liability Report	Lists the allocated reserve by customer
Patronage Sales Report	Lists customers and their patronage by Fiscal year.
Patronage Status Report	Shows customer patronage information for each year.
Prepaids and Bookings
Booking Status	Lists item booking information by Customer, Site or Item
Expired Prepaids	View Prepaid Expiration Dates by Date or Site
Funding Classes	For customers to report on their usage and to track what amounts are still remaining.
Items with Prepaids	Lists Item Prepaid Information by Site or Item Category
Prepaid Status	View Prepaid Usage by Site, Agreement Date, Prepaid Type		Y
Active Prepaid Values	Review Prepaids by Management Region or Purchase Summary ID
Purchasing
Approved Intercompany Freight	Prints all Approved Intercompany Freight for a Hauling or Receiving Site.
Bulk Capacity	Lists the capacity for each item as set on the Sites tab within Item detail.
In Transit	View Electronic Purchase Orders and Inventory Transfers in transit
Inventory In/Out Stock	In or Out of Stock by Date Range, Site, Category or Manufacturer
Inventory Reorder	Lists Items to Reorder by Site, Vendor, Category
Inventory Position	View On Hand and on Order quantities for Items with Inventory Position.
Inventory Turns	Item inventory turns with sales velocity based on a date range
Margin on Recent Receipts	By PO Number with Quantity Received, Unit Cost, Price and GM%
Net Available for Sale	OH Quantity plus expected receipts less quantity committed.
Non-Inventory Purchase History	Lists Historical Non-Inventory Purchases
On Order Report	View Items on Purchase Orders by Site, Vendor, Category
Purchase Contract Status	View Purchase Contract activity on Direct Orders and Purchase Orders.
Purchase History	View historical purchases of items
Purchase Order Aging	Aging for Open Purchases Orders by Site
PO Receipts by Category	Item receipts by Category, Vendor, Site and Period.
PO Receipts by Vendor	Item receipts by Vendor, Site, Category and Period.
Receipt History	Item receipt history by Item,
Receiving Variance	Items with variance greater than entered variance
AP Quantity By PO	View AP quantities invoiced and PO quantities received
Sales
Asset Service Revenue	View the revenue generated by an Applicator or Vehicle
Category Sales by Site	View category sales by Site and Period.
Commission	Commission for field reps by date.
Comparative Margin	Compare Item category margin for selected dates.
Comparative Sales by Category	Items Sold and Revenue by Date Ranges for Category and Site.
Customer Sales History - Category	Sale Information for a Specified Category, Site, Customer
Customer Sales History - Item	Sale Information for each Item in a Specified Category
Field Rep Sales	Customer sales by Field Rep by Purchase Summary
Item Activity History	Lists Item Qty of Sales, On Hand, On Order by date
Item Sales by Category	List item sales by Category, Tax Status, Site, Customer, State
Item Sales by Invoice	Lists Item Sales by Customer, Site, Date and Category
Margin Summary	Margin by Category or GL Account Summary
Margin Summary by Profit Center	Margin by Profit Center by Category or GL Account Summary
Model Sales and Inventory	Lists sales and inventory levels for models.
Net Sales by Day	Lists revenue, margin percentages for by day and profit center
Restricted Chemicals	Sales of restricted chemicals to licensed customers.
Sales Activity - Detail	Customer sales by invoice, Site, Category or Settlement type.
Sales Activity - Summary	Lists Customer sales, COGS, and Margin by day or date range		Y
Sales by Manufacturer	Create an Export for Seed Manufacturers for GPOS reporting
Sales Analysis	Totals Orders, Settlement Types, Revenue by day or date range		Y
Sales Analysis Detail	View sales and margins by Field Rep
Sales Promotion and Coupon Impact	Revenue and gross margin for orders during a sale or promotion
Sales Promotion and Coupon Performance	Items sold, Revenue and gross margin during a sale or promotion
Sales for Specific Items	Quantity and revenue for specific items by date range or Site
Sales Opportunities	Customer list with Sales between set revenue criteria.
Sales Summary	Items on hand, sold, revenue, COGS, Margin for date range.
Tax Holiday Detail	View invoices in detail for a sales tax holiday by Tax Code or Site.
Tonnage Sales by County	Lists sales grouped by county or category in tons.
VFD Item Sales	View sales of all Items flagged as Veterinary Feed Directive required
Veterinary Script Tracking Sales	View a cumulative list of sales for Orders, Direct Orders or Both, of Require Prescription Items.