Reports: Master
Files
To access the Master Files Reports, click on the Reports icon on the main TeleTracker Online Toolbar. In the TeleTracker Report Sub System, click the <+> sign next to the Master Files folder and select the desired Report.
All TeleTracker Online Reports can be configured with Date, Filter and Grouping Options!
Locations
: The
Locations Report provides a contact list of existing Locations in TeleTracker Online, including addresses
and telephone numbers, according to the user-defined grouping and filtering
parameters chosen.
Users
User Summary
: The
Users Report provides a listing of TeleTracker
Online Users including ID, Name, Password and Security Level, according
to the user-defined grouping and filtering parameters chosen.
User Detail
: The
User Detail Report provides a detailed listing of TeleTracker Online Users
including location restrictions and options selected in the User Master
File.
Terms
: The
Terms Report will give detailed information on Terms created within TeleTracker Online, according to the
user-defined grouping and filtering parameters chosen.
Lead Sources
: The
Lead Sources Report will give detailed information on Lead Sources within
TeleTracker Online, according
to the user-defined grouping and filtering parameters chosen.
General Ledger
: The
General Ledger Report will give detailed information on General Ledger
accounts within TeleTracker Online,
according to the user-defined grouping and filtering parameters chosen.
Revenue Departments
: The
Revenue Departments Report will give detailed information on Revenue Departments
within TeleTracker Online, according
to the user-defined grouping and filtering parameters chosen.
Coupons
: The
Coupons Report will give detailed information on Coupons within TeleTracker Online, according to the
user-defined grouping and filtering parameters chosen.
Sales Tax
Sales Tax Codes
: The
Sales Tax Codes Report provides detailed information of Tax Codes created
within TeleTracker Online including percentages
and minimum/maximum ranges on specific Sales Tax Items comprising each
Sales Tax Code, according to the user-defined grouping and filtering parameters
chosen.
Sales Tax Items
: The
Sales Tax Items Report provides detailed information of Tax Items created
within TeleTracker Online, according
to the user-defined grouping and filtering parameters chosen.
Salesperson
Salesperson Summary
: The
Salesperson Summary Report provides a contact list of existing salespersons,
including addresses and telephone numbers, according to the user-defined
grouping and filtering parameters chosen.
Customers
Customer
Summary
: The
Customer Summary Report provides a contact list of existing customers,
including billing and shipping addresses, home/work phones and email address,
according to the user-defined grouping and filtering parameters chosen.
Customer By Plan
: The
Customer by Plan Report provides the detail of each customer’s activated
plan(s), including customer names and activation dates, according to the
user-defined grouping and filtering parameters chosen.
Customer Referrals
: The
Customer Referrals Report provides a detail of customer referrals, including
dates and invoice amounts, according to the user-defined grouping and
filtering parameters chosen.
Customer
Birthdays
:
The Customer
Birthdays Report provides customer birth date information, including addresses
and telephone numbers, according to the user-defined grouping and filtering
parameters chosen.
Purchased
This Not That
:
The Purchased
This Not That Report provides a list of customers and contact information
that purchased a specific product and did not purchase another defined
product. Both
products will be defined by the user.
Vendors
Vendor
Summary
:
The Vendor
Summary Report provides a contact list of existing vendors, including
billing and shipping addresses, according to the user-defined grouping
and filtering parameters chosen.
Service Providers
Service Provider Summary
: The
Service Provider Summary Report provides a contact list of existing service
providers, including addresses and telephone numbers, according to the
user-defined grouping and filtering parameters chosen.
Service Plan Detail
: The
Service Plan Detail Report provides detailed service plan information,
including plan pricing and commission levels, according to the user-defined
grouping and filtering parameters chosen.
Service Plan Summary
: The
Service Plan Summary Report provides general service plan information,
including coded and descriptions, according to the user-defined grouping
and filtering parameters chosen.
Products
Product Detail
: The
Product Detail Report provides detailed product information, including
preferred vendors and revenue department codes, according to the user-defined
grouping and filtering parameters chosen.
Product Summary
: The
Product Summary Report provides general product information, including
codes and descriptions, according to the user-defined grouping and filtering
parameters chosen.
Product Commissions
: The
Product Commissions Report provides detailed commission information on
a per product basis, including departments and minimum and maximum levels,
according to the user-defined grouping and filtering parameters chosen.
Product
Price List
:
The Product
Price List Report provides each product’s specific pricing information,
including retail and wholesale pricing, according to the user-defined
grouping and filtering parameters chosen.
Disclaimers
:
The Disclaimers
Report will give detailed information on Disclaimers created within TeleTracker
Online,
according to the user-defined grouping and filtering parameters chosen.
Reasons
:
The Reasons
Report will give detailed information on Reasons created within TeleTracker
Online,
according to the user-defined grouping and filtering parameters chosen.
Master Files -- Bar Codes -- Labels -- Security -- Financial
Inventory -- Inventory Journal -- Commissions -- Audits -- Charts