Appendix B: Listing of Salesware reports
 
Name of Report
Financial reports, accounts reports
Performance reports, sales reports
Guest reports, reservations and scheduling reports
Modules reports
Where documented
Accounts Receivable
●
 
 
 
Salesware Reporting
Booking Confirmation
●
 
 
 
Salesware Reporting
Booking Schedule
●
 
 
 
Salesware Reporting
Account History
●
 
 
 
Salesware Reporting
Account Statements
●
 
 
 
Salesware Reporting
Close Drawer
●
 
 
 
Salesware Reporting
Closed Drawers
●
 
 
 
Salesware Reporting
Unclosed Drawers
●
 
 
 
Salesware Reporting
Over/Short
●
 
 
 
Salesware Reporting
Cash Drawer
●
 
 
 
Salesware Reporting
Gross Receipts
●
 
 
 
Salesware Reporting
Server Banking
●
 
 
 
Salesware Food Service
Payment Types by Salespoint
●
 
 
 
Salesware Reporting
Profit Center Split
●
 
 
 
Salesware Reporting
Profit Center Split Comparative
●
 
 
 
Salesware Reporting
Period Sales
●
 
 
 
Salesware Reporting
Saved Period Sales
●
 
 
 
Salesware Reporting
Save Sales Audit
●
 
 
 
Salesware Reporting
Debitware Statements
●
 
 
 
Salesware In-House Cards
Batch Detail
●
 
 
 
Salesware Reporting
Individual Card Search
●
 
 
 
Salesware Reporting
Admissions
 
●
 
 
Salesware Reporting
Discounts
 
●
 
 
Salesware Reporting
Items
 
●
 
 
Salesware Reporting
Messages
 
●
 
 
Salesware Reporting
Comps and Refunds
 
●
 
 
Salesware Reporting
Specials
 
●
 
 
Salesware Reporting
Mktg Code, Srce Code, Special
 
●
 
 
Salesware Reporting
Dynamic Pricing Rules
 
●
 
 
Salesware Dynamic Pricing
Max4Sale by DCI
 
●
 
 
Salesware Reporting
Max4Sale by Lesson Type
 
●
 
 
Salesware Reporting
Max4Sale by Lesson Category
 
●
 
 
Salesware Reporting
Zip Codes
 
●
 
 
Salesware Reporting
Salespoint Activity Logs
 
●
 
 
Salesware Reporting
Reservations
 
 
●
 
Salesware Reservations
Guest Listing
 
 
●
 
Salesware Reporting
Guest Listing v2
 
 
●
 
Salesware Reporting
Guest Journals
 
 
●
 
Salesware Reporting
Guest E-Messages
 
 
●
 
Salesware Reporting
Cost Analysis
 
 
 
●
Salesware Retail
Profit & Loss
 
 
 
●
Salesware Retail
Sales Leaders
 
 
 
●
Salesware Retail
OnOrder/BackOrder
 
 
 
●
Salesware Retail
Qty On Hand
 
 
 
●
Salesware Retail
Special Orders
 
 
 
●
Salesware Retail
Velocity
 
 
 
●
Salesware Retail
Valuation
 
 
 
●
Salesware Retail
Reorder Report
 
 
 
●
Salesware Retail
Zero On Hand
 
 
 
●
Salesware Retail
Pull Sheet Listing
 
 
 
●
Salesware Retail
Transfer Report
 
 
 
●
Salesware Retail
Receiver Report
 
 
 
●
Salesware Retail
Sale By Weight
 
 
 
●
Salesware Retail
TallyMan Report
 
 
 
●
Salesware Retail
PO History
 
 
 
●
Salesware Retail
Inventory History
 
 
 
●
Salesware Retail
Vendor History
 
 
 
●
Salesware Retail
Phys Invent Worksheet
 
 
 
●
Salesware Retail
Special Orders Report
 
 
 
●
Salesware Retail
Pass Activity
 
 
 
●
Salesware Memberships and Passes
Access Activity
 
 
 
●
Salesware Memberships and Passes
Scan Activity
 
 
 
●
Salesware Memberships and Passes
Scan Detail
 
 
 
●
Salesware Memberships and Passes
Scanned Usage
 
 
 
●
Salesware Memberships and Passes
Non-renewed Passes
 
 
 
●
Salesware Memberships and Passes
Remaining Unit Values
 
 
 
●
Salesware Memberships and Passes
Hot Pass List
 
 
 
●
Salesware Memberships and Passes
Rental Inventory
 
 
 
●
Salesware Rentals
Equipment Utilization
 
 
 
●
Salesware Rentals
Item Activity by Item
 
 
 
●
Salesware Rentals
Item Activity by Day/Hour
 
 
 
●
Salesware Rentals
Maintenance History
 
 
 
●
Salesware Rentals
Arrivals (based on saved sales)
 
 
 
●
Salesware Rentals
Renter History
 
 
 
●
Salesware Rentals
Not Returned Partial Returns
 
 
 
●
Salesware Rentals
Equipment Returned – Not Paid
 
 
 
●
Salesware Rentals
Returns Expected
 
 
 
●
Salesware Rentals
Rentals Report
 
 
 
●
Salesware Rentals
Instructor Calendars
 
 
 
●
Salesware Private Instruction
Follow Up For Instructors
 
 
 
●
Salesware Private Instruction
Guest Activity
 
 
 
●
Salesware Private Instruction
Instructor Performance
 
 
 
●
Salesware Private Instruction
Lesson Performance
 
 
 
●
Salesware Private Instruction
Location Schedule
 
 
 
●
Salesware Private Instruction
Payroll with Custom Formulas
 
 
 
●
Salesware Instructor Payroll
Payroll Info
 
 
 
●
Salesware Instructor Payroll
Request Generated Dollars
 
 
 
●
Salesware Instructor Payroll
Lesson Projections
 
 
 
●
Salesware Instructor Payroll
Unpaid/Paid Lessons
 
 
 
●
Salesware Instructor Payroll
Series Lessons
 
 
 
●
Salesware Private Instruction
Cancelled Lessons
 
 
 
●
Salesware Private Instruction
Checked-In Instructors
 
 
 
●
Salesware Private Instruction
Pod Booking
 
 
 
●
Salesware Activity and Facility Scheduling
Double Booking
 
 
 
●
Salesware Activity and Facility Scheduling
Tee Sheet
 
 
 
●
Salesware Tee Sheet
Club Member Purchases Report
 
 
 
●
E-Commerce
Club Management Report
 
 
 
●
E-Commerce
Folio Charge Report
 
 
 
●
Salesware Folio Charge
Reservations Report
 
 
 
●
Reservations