Reports Menu Security

Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Reports Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.

Learn more about Available Levels here.

Options	Available Levels	Level
Main Menu
Accounting	0 - 1
Balancing Drawers	0 - 1
Customer Appropriate	0 - 1
Customers	0 - 1
Exceptions	0 - 1
Fertilizer	0 - 1
Government Reports	0 - 1
Inventory Costing/Pricing	0 - 1
Oil & Energy	0 - 1
Orders	0 - 1
Prepaids and Bookings	0 - 1
Purchasing	0 - 1
Sales	0 - 1
Accounting
AR Audit Trail	0 - 1
AR Invoice Register	0 - 1
AR Payment Register	0 - 1
AR Summary By Location	0 - 1
County Liability Invoices	0 - 1
Customer Aging	0 - 1
Customer Aging by Field rep	0 - 2	1 - Related Operators only, a user will be able to run the report for their Related Operators only. 2 - Full Access
Past Due Aging	0 - 1
Data Diagnostics	0 - 1
Export IL Fuel Tax	0 - 1
Inventory Audit Trail	0 - 1
Inventory Valuation	0 - 1
Inventory Valuation Unbilled	0 - 1
Inventory Overview	0 - 1
Inventory Comparison	0 - 1
Item Tax Status	0 - 1
Manual AR Discounts Allowed	0 - 1
Purchase Order Accrual	0 - 1
Purchase Order Reference	0 - 1
Item Tax Status	0 - 1
Sales Tax	0 - 1
Sales Tax Exemption	0 - 1
Tax Exempt Customer Sales	0 - 1
State Specific Tax Reports	0 - 1
Fuel Sales Tax	0 - 1
Export KS Fuel Tax	0 - 1
Balancing Drawer
Cash Drawer Detail	0 - 1
Cash Drawer Summary	0 - 1
Check Detail	0 - 1
Credit Card Detail	0 - 1
Customer Appropriate
Customer Field Activity Log	0 - 1
Customer Item Sales by Invoice	0 - 1
Customer Purchase Summary Detail	0 - 1
Customer Sales Activity	0 - 1
Customer Sales History Category	0 - 1
Customer Sales History Item	0 - 1
Customers
AR Invoices Past Due	0 - 1
AR Invoices Upcoming Due	0 - 1
AR Sales Tax Exemption Status	0 - 1
Publication List	0 - 1
Credit Summary	0 - 1
Customer Audit	0 - 1
Customer Collections	0 - 1
Customer Contacts	0 - 2	1- Non-sensitive Only 2- All
Customer Credit History	0 - 1
Customer Credit Limit	0 - 1
Customer Detail	0 - 1
Customer List	0 - 1
Customer List by GLN	0 - 1
Customer Revisions	0 - 1
Customers Issued MSDS	0 - 1
Customers Issued Licenses	0 - 1
Customer Nearing Credit Limit	0 - 1
Customer VFDs	0 - 1
Customers without W9's	0 - 1
Credit Cards About to Expire	0 - 1
Duplicate SSNs	0 - 1
Loyalty Rewards Outstanding	0 - 1
Magazine Subscription	0 - 1
Sales and Available Credit	0 - 1
Top Customers	0 - 1
Written Off Accounts	0 - 1
Upcoming Prescription Expirations	0 - 1
Exceptions
Active Items Report	0 - 1
Due Date Override	0 - 1
Employee Pricing Granted	0 - 1
Incomplete Items	0 - 1
Items Recently Added	0 - 1
Margin Exception	0 - 1
Invalid Vanguard Item IDs	0 - 1
Missing Vanguard Item IDs	0 - 1
Negative Inventory	0 - 1
Bin Lot Movements	0 - 1
Orders Missing Lot Numbers	0 - 1
Test Dates by Item	0 - 1
Price Overrides	0 - 1
Age Restricted Items	0 - 1
Tax Overrides	0 - 1
Test Dates by Item	0 - 1
Import Audit	0 - 1
Voided and Returned Orders	0 - 1
Voided and Returned Batches	0 - 1
Fertilizer
Batch Details	0 - 1
Daily Sales	0 - 1
Ingredient Status	0 - 1
Open Batches	0 - 1
Open Batch Summary by Status	0 - 1
Retail DPR	0 - 2	1- Yes 2- View Top 25
Sales by Analysis	0 - 1
Third Party Services Provided	0 - 1
Tonnage Sales with Margin	0 - 1
Unbilled Fertilizer Batches	0 - 1
Unsettled Split Child Batches	0 - 1
Government Reports
EPA Tier 2	0 - 1
Mill Assessment	0 - 1
Lot Number Sales	0 - 1
Tonnage Tax	0 - 1
Tonnage Delivered by County	0 - 1
Virginia Lime Worksheet	0 - 1
Inventory Costing and Pricing
Cost Comparison	0 - 1
Cost Exception	0 - 1
Items to Devalue	0 - 1
Out of Date Retail Prices	0 - 1
Promotion Management	0 - 1
Retail Price Comparison	0 - 1
Retail Price Changes	0 - 1
Retail Price List	0 - 1
Uploaded Sales Activity For JDF	0 - 1
Oil & Energy
Price List	0 - 1
Energy Assistance Programs	0 - 1
End of Day	0 - 1
Execution Efficiency	0 - 1
Tank Inventory	0 - 1
Tanks Soon Out of Date	0 - 1
Tank Last Gas Check	0 - 1
Asset Tanks	0 - 1
Fixed Asset Changes	0 - 1
Regulator Soon Out of Date	0 - 1
Delivery Efficiency	0 - 1
Degree Day Runout Report	0 - 1
Sale Contract Status	0 - 1
Budget Billing Balance	0 - 1
Budget Billing Payment Issues	0 - 1
Budget Billing Planning	0 - 1
Budget Billing Payment Changes	0 - 1
Sales Margin	0 - 1
Truck Report	0 - 1
Truck Transfers	0 - 1
Device Cash Reconciliation	0 - 1
Device Start & End of Day
Daily Truck Inspection
Orders
Open Orders	0 - 1
Allow Show Margin % option	0 - 1
Freight Actual	0 - 1
Unsettled Child Orders	0 - 1
Gift Card Activity	0 - 1
Gift Cards Outstanding	0 - 1
Open Layaway Status	0 - 1
Prepaids and Bookings
Booking Status	0 - 1
Expired Prepaids	0 - 1
Items with Prepaids	0 - 1
Prepaid Status	0 - 1
Active Prepaid Values	0 - 1
Purchasing
Approved Intercompany Freight	0 - 1
Bulk Capacity	0 - 1
In Transit	0 - 1
Inventory In/Out Stock	0 - 1
Inventory Position	0 - 1
Inventory Reorder	0 - 1
Inventory Turns	0 - 1
Items Needed for Web Orders	0 - 1
Margin on Recent Receipts	0 - 1
Net Available for Sale	0 - 1
Non-Inventory Purchase History	0 - 1
On Order Report	0 - 1
Reorder Report	0 - 1
Purchase History	0 - 1
Purchase Order Aging	0 - 1
PO Receipts by Category	0 - 1
PO Receipts by Vendor	0 - 1
Receipt History	0 - 1
Receipts by Category	0 - 1
Receipts by Vendor	0 - 1
Receiving Variance	0 - 1
AP Quantity By PO	0 - 1
Sales
Batch Service Revenue	0 - 1
Category Sales by Site	0 - 1
Commission	0 - 1
Comparative Margin	0 - 1
Comparative Sales by Category	0 - 1
Customer Sales History - Category	0 - 2	1- Hide GM and GM% 2- Full Access
Customer Sales History - Item	0 - 2	1- Hide GM and GM% 2- Full Access
Field Rep Sales	0 - 1
Item Activity History	0 - 1
Item Sales by Category	0 - 1
Item Sales by Invoice	0 - 1
Margin Summary	0 - 1
Margin Summary by Profit Center	0 - 1
Model Sales and Inventory	0 - 1
Net Sales by Day	0 - 1
Restricted Chemicals	0 - 1
Sales by Lot Number	0 - 1
Sales by Manufacturer	0 - 1
Sales Activity - Detail	0 - 1
Sales Activity - Summary	0 - 1
Sales Analysis	0 - 1
Sales Promotion and Coupon Impact	0 - 1
Sales Promotion and Coupon Performance	0 - 1
Sales for Specific Items	0 - 1
Sales Opportunities	0 - 1
Sales Summary	0 - 1
Tax Holiday Detail	0 - 1
Tonnage Sales by County	0 - 1
Field Rep Sales	0 - 1
Sales Incentive Export	0 - 2	1- Single Fieldman Required 2- Full Access, All Fieldman
VFD Item Sales	0 - 1