Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar.

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Presentation transcript:

Product Name: Reporting to the Max

The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar Mtn Software users of versions 7 through 10 including the Fund and Point of Sale versions

Report-specific features are outlined by module and followed by a sample of Cougar Mountain’s standard layout compared to the enhanced layout

Features: New Key Fields (marked in red) New Totals, Subtotals, and Percentages (marked in red) Viewer-Friendly Layout - Larger fonts plus bolding/underlining - Fewer lines per record - Use of boxes to draw attention

Benefits: Quickly find errors to help avoid future problems Easier to train staff Certain reports designed for use by upper management to assist in taking corrective or strategic action

Accounts Payable Accounts Receivable Bank Reconciliation General Ledger InventoryOrder Entry PayrollPoint of Sale Purchase Order CMS to the Max

CMS to the Max - AP

03c. AP Aging (Summary) New Fields Age Date Invoice Aging Fields Report Revision Date Report ID and Record Count New Totals Grand Total New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size

Standard Layout:

Standard CMS Report

Enhanced Layout:

Enhanced Version

03d. AP Aging (Single Line) New Fields Percentages New Totals Aging each Period New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size Clean Row Alignment

Standard CMS Report

Enhanced Version

CMS to the Max -AR

01. AR Quick Customer List New Fields Fax Number Contact Name Last Date Paid Salesperson, Tax & Collection Codes Terms & Customer Type Codes New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size

Standard CMS Report

Enhanced Version

06b. AR Aging (Condensed) New Fields Age date and Invoice Aging Running Totals Report Revision Date Report ID and Record Count New Totals Aging each Customer New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size Clean Row Alignment

Standard CMS Report

Enhanced Version

06c. AR Aging (Summary) New Fields High Credit Information Running Totals Report Revision Date & Report ID Record Count New View Important Information Moved to Header Totals Highlighted Within a Box Sorted by Outstanding Amount

Standard CMS Report

Enhanced Version

06d. AR Aging (Single Line) New Fields Percentages & Running Totals High Credit Credit Limit Date of Last Payment New Totals Aging each Period New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size

Standard CMS Report

Enhanced Version

07. AR Date Invoice Payment Report (Summary) New Fields Credit Limit & High Credit Terms & Salesperson Codes Last Payment Date Collection Code Report Revision Date Report ID and Record Count New Totals Running Totals

Standard CMS Report

Enhanced Version

08c. AR History Payment to Invoice New Fields Credit Limit Terms Code AR Code Discount Code Collection Code Report Revision Date Report ID and Record Count New Totals By Customer Number of Days Paid Report

Standard CMS Report

Enhanced Version

CMS to the Max - BR

02a. BR Missing Check (All Checks) New Fields Running Totals Report Revision Date Report ID and Record Count New View Missing Checks Information Highlighted Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size Clean Row Alignment

Standard CMS Report

Enhanced Version

CMS to the Max - GL

02. GL Audit Trail New Fields Report Revision Date Report ID and Record Count New Totals Running Totals

Standard CMS Report

Enhanced Version

04b. GL Balance Sheet (Comparative) New Fields Report Revision Date Report ID and Record Count New View Cleans up Blank Lines Moves Run Date to Page Bottom Professionally Presented Framed in a Border

Enhanced Version

05a. GL Income Statement (Profit & Loss) New Fields Report Revision Date Report ID and Record Count New View Cleans up Blank Lines Moves Run Date to Page Bottom Professionally Presented Framed in a Border

Enhanced Version

05a. GL Income Statement (Advanced P&L) New Fields Report Revision Date Report ID and Record Count New View Cleans up Blank Lines Moves Run Date to Page Bottom Professionally Presented Framed in a Border

Enhanced Version

09a. GL Reprint Posting (No Detail) New Fields Dollar Amount of Out of Balance Postings Report Revision Date Report ID and Record Count New Totals Cumulative Out of Balance Postings

Enhanced Version

CMS to the Max - IN

07. IN Stock Value New Fields Default Vendor Date Last Sold Date Last Purchased Report Revision Date Report ID and Record Count New Totals Subtotals on Negative Value, Zero, and Positive Value

Standard CMS Report

Enhanced Version

08. IN Under Stock New Fields Default Vendor Date Last Sold Date Last Purchased Report Revision Date Report ID and Record Count New Grouping Items with negative inventory put on top

Standard CMS Report

Enhanced Version

13. IN Movement New Fields Min/ Max Quantities Default Vendor Report Revision Date Report ID and Record Count

Standard CMS Report

Enhanced Version

CMS to the Max - OE

06s. OE History Report (Summary) New Fields Average Price Salesperson Code Tax Code Inventory Type Inventory Department

Standard CMS Report

Enhanced Version

10a. OE Sales Tax (Detailed) New Totals Suppressed Zero Totals on Tax Codes 4-9

Standard CMS Report

Enhanced Version

10c. OE Profit Margin (Condensed) New Fields Salesperson Code New View Important Information Moved to Header Totals Highlighted Within a Box Larger Font Size Clean Row Alignment

Standard CMS Report

Enhanced Version

10s. OE Profit Margin (Summary) New Totals Items With No Cost Added Primary Sort Subtotals Option in Condensed Report

Standard CMS Report

Enhanced Version

CMS to the Max-PS

10s. PS Profit Margin (Summary) New Totals Items With No Cost Added Primary Sort Subtotals Option in Condensed Report

Standard CMS Report

Enhanced Version

CMS to the Max - PO

02b. PO Late New Fields Original P.O. Quantity

Standard CMS Report

Enhanced Version

03a. PO Vendor Performance (by Vendor) New View Number of Days Late Percentages Added Report Revision Date Report ID and Record Count New Totals Subtotal on Quantity

Standard CMS Report

Enhanced Version

04a. PO History (Summary) New Fields Report Revision Date Report ID and Record Count

Standard CMS Report

Enhanced Version

CMS to the Max - PR

01. PR Quick Employee List New Fields Date Hired Date Terminated Vacation Code Sick Code

Standard CMS Report

Enhanced Version

08. PR Employee History Format completely redone Eliminate lookup numbers Eliminate complex header New Totals Gross Wages Employee & Employer Taxes New Groupings Federal, State & Local Taxes

d Version

09. PR Employee Leave New Field Hire Date New View Reduces Extraneous Detail Lines Important Information Moved to Header Totals Highlighted

Standard CMS Report

Enhanced Version

10. PR EFTPS (Print Detail) New Fields State Taxes New Totals Employee Number

Standard CMS Report

Enhanced Version

How to purchase these reports or order custom report Contact your local Cougar Mtn Business Partner Go to our website reportingtothemax.com us at: Call us at (714)