ION Reports

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ION Reporting is a dynamic reporting tool that allows the user to create customized reporting documents pertaining to Sales, Inventory, Purchases, and much more. The following is a list of available ION Reports broken out by functional area:

Inventory

• ION Report - Daily Loading Report - The Daily Loading Report provides statistics on products and pallets that have been loaded onto trucks.
• ION Report - Depletion Report - This report shows the beginning and ending amounts of product for a given time frame, as well as the subsequent purchases, sales, repacks, write-offs, and transfers that might affect the inventory levels.
• ION Report - FIFO Layers - The Fifo Layers Report will display any layers for the products using Fifo. For more information, see FIFO Plugin.
• ION Report - Inventory aging - The Inventory Aging report provides a listing of active product inventory broken into buckets based on how long they have been on-hand (0-45 days, 45-90 days, etc.). This report also provides the total cost of the inventory within each aging bucket.
• ION Report - Inventory Hits - This report measures the frequency of orders of products and then assigns the products a rank. The rank correlates with the most effective place to put the inventory for ease of picking many orders.
• ION Report - Inventory Levels - This report lists the number of products at the selected warehouses based on a cutoff date and time period.
• ION Report - Inventory Turnover - This report tracks inventory movement by cost.
• ION Report - Inventory Valuation - This report values the products in the selected warehouse based on the costing method for that product and then assigns a rank for that product based on Jon Schreibfeder's White Pages.
• ION Report - Parts levels - The Parts Levels report will display all active Parts, and their current inventory levels.
• ION Report - Receiving Shelf Life - The Receiving Shelf Life ION Report will show current sellable inventory levels, as well as any shelf life thresholds and the quantity within the threshold. This will allow the user to quickly and easily monitor all shelf life levels and sellable inventory levels throughout the warehouse. It includes a flag to only report on items with a current pallet hold.
• ION Report - Sellable Inventory - The ION Sellable Inventory Report was designed to allow the user to report on sellable inventory levels.
• ION Report - WMS Levels - This report displays inventory quantities at WMS Locations
• ION Report - WMS Locations - This report lists all WMS Locations along with setup information and the last time counted.
• ION Report - WMS Replenishments - This report is designed to monitor WMS par levels, compare them to on-hand quantities, and report on what needs to be replenished.
• ION Report - Retail Date Codes - It will display all retail date codes entered in the system through eoTablet.

Lists

• ION Report - Customer List - The Customer List report provides a listing of all customer records and their attributes.
• ION Report - Equipment List - The Equipment List report provides a listing of all equipment records and their attributes.
• ION Report - Pricing and Promotions - This report will show every possible price and discount at which a customer could buy an item over a range of dates.
• ION Report - Product List - The Product List report provides a listing of all product records and their attributes.
• ION Report - Supplier List - The Sustomer List report provides a listing of all supplier records and their attributes.

Purchasing

• ION Report - Inventory Days-on-Hand - This report shows the estimated number of days before a product will be out-of-stock for the selected warehouse(s) starting from the cutoff date.
• ION Report - Laid-in Costs - The Laid-in Costs report will display all all current laid in costs for the products in the database.
• ION Report - Recommended Order Report - The goal of this report is to set a recommended number of cases to order for a product.
• ION Report - Sales/Inventory Report - This report is a combination of the Ten-day report and the Inventory Days on hand report. It examines the sold quantities for the last 10 days based on the cutoff date while also showing the days supply and incoming amounts.
• ION Report - Ten-Day Report - The ten-day report is used to forecast sales for the current month.

Sales

• ION Report - Backorders - This report displays all cut orders currently on backorder
• ION Report - Customer Service Level - This report measures performance as a percentage of number of complete order lines over a given time period.
• ION Report - Distribution Performance - This report measures the performance of items through the number of buying customers.
• ION Report - Distribution Report - This report is used to display which customers bought products. Additionally, it shows how many products were purchased by the customer.
• ION Report - Employee Commissions - This report examines all applied Employee Commissions for salespeople.
• ION Report - Goal Progress - This report examines the progress of Goals for salespeople.
• ION Report - Invoice Promotion Usage - This report is designed to provide total discounts accured, by discount type, for a selected date range.
• ION Report - Keg Report - This report shows the number of kegs and the deposit amount for the selected date range.
• ION Report - Lost Placements - This report displays customers who have not purchased the select products within a specified date range.
• ION Report - Merchandiser Activity - This report displays the number of stops, work hours, mileage, and restock information for each employee/date combination. It also displays the work hours and restock information broken-down by customer for each employee/date combination.
• ION Report - Missed Stops - This report displays scheduled stops that the driver did not make during a route.
• ION Report - New Placements - This report displays customers who have purchased selected products within a specified date range while not purchasing the products within a specified “prior-day” span.
• ION Report - No Buy Report - This report lists customers that did not purchase the selected items.
• ION Report - Parts Report - Available with the Service Plugin and Beer/Wine Plugin, the Parts Reports is a replica of the Sales report with Parts records included.
• ION Report - Price Point Review - The price point review report is a review of the selling points for the selected items.
• ION Report - Retail Out of Stocks -
• ION Report - Sales & Profit - The Sales and Profit report shows the sales and cost data for items. It then totals these items to find the margin.
• ION Report - Sales Margin - This report shows the summarized sales margins for a selected time period
• ION Report - Sales Performance - This report measures the sales performance for the selected period.
• ION Report - Sales Report - This report analyzes the sales history for your company.
• ION Report - Schedule Report - The Schedule Report showcases all employee and customer schedules, along with sales data.
• ION Report - Stop Analysis - The stop analysis report is a basic report used to show information specific to stops.
• ION Report - Supplier Rebates - This report shows some basic data about how much each supplier owes in rebates, and for what items sold to what customers. This report is only available when not on mobile ION.

Service

• ION Report - Service History - This report is added with the Service Plugin and showcases a history of service visits entered.

SRS

• ION Report - Exported Sales - This report requires the SRS Plugin and displays any exported sales.

Transactions

• ION Report - Account Objectives - This report requires the Objectives Plugin and displays Objectives for customers.
• ION Report - Ad Alerts Compliance -
• ION Report - AR Report - This report is used to analyze any AR information.
• ION Report - AR Writeoffs - This report examines all AR writeoff information as selected by the user.
• ION Report - Delivery Adjustments - This report examines all the Delivery Adjustment reasons and the associated cost.
• ION Report - Dunnage Counts - This report shows the latest counts for dunnage items at customer locations.
• ION Report - Inventory Count Audit - This report examines all inventory count information for a selected time range.
• ION Report - Inventory Writeoffs - This report examines the number of writeoffs of inventory in the selected time frame.
• ION Report - Pallet QC -
• ION Report - Payments Audit - This report examines all Payments Audit information as selected by the user.
• ION Report - Purchase-Cost Review - This report shows the difference between the prior costs and the new costs for products as dictated by the Purchase amount.
• ION Report - Purchases - This report shows all the products purchased from breweries for a selected date range.
• ION Report - Sales Tax -
• ION Report - Tap Handles - This report examines all the Tap Handles entered into the system.
• ION Report - Tap Market Report -
• ION Report - Tap Performance Report -
• ION Report - Transfers -
• ION Report - Voided Deliveries - The voided deliveries report displays the number of cases voided for each record selected within the chosen time period.
• ION Report - Wine By the Glass - Added with the Wine By The Glass Plugin, this report displays the gains/losses of wine listings over a selected date range.

User Surveys

• ION Report - Results by Answer -
• ION Report - Results by Survey -
• ION Report - Surveys - Added with the Ux Plugin, this report displays User Survey results.

Vending

• ION Report - Full Service Vending -
• ION Report - Vend Commissions Details -
• ION Report - Vend Taxes -
• ION Report - Vending Cash Collection -
• ION Report - Vending Cash Proration -
• ION Report - Vending Profit Profile Report - Added with the Vending Plugin, this report displays a breakdown of vending profits.
• ION Report - Vending Sales - Added with the Vending Plugin, this report displays Vending Sales.