Reports
Reports turn REV23 Desktop records into documents you can review, print, or export. Open Reports from the navigation bar, select a report, and click Execute Report. Double-clicking the report does the same thing.
Most reports ask for a date range or another filter before they run. A report reflects the data and filters used at that moment; it does not change the underlying records.
Standard reports
Section titled “Standard reports”Standard reports appear in the Reports list and are meant to be run directly.
Commissions and Services
Section titled “Commissions and Services”Use Commissions to review employee commissions, payouts, tips, and balances. It replaces the reports whose names begin with [DO NOT USE - See Commissions Report].
Use Services for service activity and revenue. It replaces the legacy Service Payout Detail report.
Payments
Section titled “Payments”The Payments report can group its results by:
- Payment Type: Cash, credit card, check, or another configured payment type.
- Data Type: The kind of record that created the payment, such as a sale or deposit.
- Computer Name: The PC where the payment was recorded. Use this to reconcile separate registers or front-desk computers.
The report also identifies the REV23 Desktop user who recorded the payment when that information is available.
Deposits & Credits
Section titled “Deposits & Credits”The Deposits & Credits report includes activity for new, used, forfeited, refunded, and expired deposits and credits. The expired section shows the balance that remained when the record expired, rather than treating it as a new payment or forfeiture.
Use Deposits & Credits Snapshot when you need the available balances as of the report date instead of activity over a period.
Order List
Section titled “Order List”The Order List report uses each inventory item’s reorder settings and primary vendor. Its Vendor parameter accepts more than one vendor, so one run can produce a combined order list grouped by vendor.
In-place reports
Section titled “In-place reports”An in-place report belongs to a specific record and is usually generated during a workflow. Sale receipts, deposit/credit receipts, and consent forms are examples.
When a record supports it, Show In Report creates the report again for the selected record.
Legacy reports
Section titled “Legacy reports”Older built-in reports and custom reports that have not been migrated appear under Reports (Legacy). The navigation item stays hidden when no legacy reports exist.
Report actions
Section titled “Report actions”Execute Report: Runs the selected report.
Import Reports: Adds a report file supplied by REV23 without waiting for a Desktop update.
Show Report Designer: Opens the selected report for editing. The designer can change calculations and data selection as well as layout. Clone or back up a report before making changes, and contact REV23 Support when the requested change affects report logic.