보고서

이 앱은 특정 요구 사항에 맞게 조정할 수 있는 포괄적인 PDF 보고서를 생성할 수 있습니다.또한 CSV 파일 형식으로 데이터를 추출하는 프로세스를 단순화하여 필요에 따라 구분 기호와 속성을 유연하게 설정할 수 있습니다.기본 구분 기호는 쉼표이지만 기호에 따라 세미콜론, 콜론 또는 탭과 같은 다른 옵션을 선택할 수도 있습니다.

보고서 및 추출 옵션을 구성하려면 아래 단계를 따라야 합니다.

- 사용 가능한 보고서 및 추출 목록을 살펴보세요.
- 요구 사항에 따라 특정 보고서 및 추출을 활성화하거나 비활성화합니다.
- 비즈니스 요구 사항에 따라 속성을 추가하거나 제거합니다.
- 인쇄, 공유, 미리 보기, 이메일 등 활성화하거나 비활성화하려는 작업을 선택합니다.

페이지 옵션

PDF 보고서를 쉽게 작성할 수 있도록 모든 보고서에 적용되는 일반 페이지 옵션을 설정할 수 있습니다.선택할 수 있는 몇 가지 옵션은 다음과 같습니다.

- A4, Letter 및 Legal과 같은 표준 페이지 크기.
- 구체적인 내용이 필요한 경우 페이지 크기를 사용자 지정하세요.
- 보고서 콘텐츠의 글꼴 스타일, 크기 및 색상
- 머리글 및 바닥글 콘텐츠 (예: 회사 이름, 로고, 주소, 연락처 정보 및 추가하려는 기타 텍스트)

이러한 옵션을 정의하면 시간을 절약하고 모든 PDF 보고서에서 일관성을 유지할 수 있습니다.

POS Receipt Report

This is the actual ticket or receipt generated at the Point of Sale, formatted specifically for thermal or POS receipt printers. It includes transaction details such as item list, prices, taxes, totals, payment method, and timestamp. Designed for immediate customer delivery at checkout, either as a printed receipt or digital copy.

Items Web Link

Provides a direct-access web link to a live view of item data, for sharing with external vendors or clients without requiring a login.

Cards Report

A PDF-format report that displays detailed information about a specific item, including SKU, description, category, pricing, stock levels, and any associated barcodes or images. Commonly used as printed labels or quick-reference sheets for inventory and warehouse management.

Expense Report

Shows categorized and itemized expense summaries over a given time period.

Invoice Report

Represents the official invoice document issued to customers, including all itemized charges, taxes, and total due. Used for billing and legal purposes.

Order Report

Represents the formal sales order issued for fulfillment. Contains customer details, product list, quantities, and shipping terms.

Price List Report

Presents a structured list of item prices, possibly segmented by customer groups or pricing tiers. Useful for internal review or sharing with clients.

Purchase Order Report

Official purchase order issued to vendors for goods or services. Includes ordered items, quantities, pricing, and terms.

Quotation Report

This is the customer-facing quote used in sales scenarios. Details products and prices offered before issuing an invoice or order.

Quotation Report

A separate quotation format used to estimate or propose the cost and scope of work for services or production, prior to generating a work order.

Receipt Report

This is the actual Point-of-Sale (POS) receipt provided to a customer after a transaction. It includes itemized product details, quantities, unit prices, taxes, total amount, payment method, and transaction time. Designed for direct printing or digital delivery, it serves as a purchase confirmation and proof of payment.

Reception Report

Tracks the reception of goods from suppliers, comparing received quantities with purchase orders. Highlights discrepancies and delivery dates.

Request Report

It includes detailed information like the requester’s identity, the issue description, any attachments, status updates, assigned personnel, and resolution notes. This is not a list or summary of requests, but a full, standalone report of an individual request, ideal for audits or communication with stakeholders.

Route Report

Displays route planning or delivery execution data, including destinations, driver assignments, and completion logs.

Shipping Report

Summarizes shipping activity with package details, destinations, tracking numbers, and courier statuses.

Stock List Report

Provides a comprehensive snapshot of all available stock items, quantities, and warehouse locations.

Stock Reorder Report

Highlights items that have fallen below reorder thresholds, helping maintain optimal inventory levels.

Stock Value Report

Calculates the current total value of inventory based on quantity and cost or retail price. Useful for accounting and asset tracking.

Timesheet Report

Summarizes time worked by employees across projects or dates. Useful for invoicing clients or evaluating productivity.

Work Order Report

Represents a formal work order with assigned tasks, deadlines, materials, and instructions for execution.