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