Working with Reports

Elmo Anywhere has several reports built-in. Users must have the Reporting Access View Permission for this feature.

Please review our Report Actions Tips for further help and tips.

Our reports cover Accounts Receivable, Contacts, Sales and Pricing API. All reports can be exported to PDF and Excel. Our Reports allow for drill down into their respective forms by clicking on the blue formatted Invoice Number ( ex. AR Aging Report allows drill down into each Invoice).

To access these reports:

  1. Log into your Elmo Anywhere account using your username and password.
  2. Navigate to the Reports Home page from the left menu by clicking Reports.  If you are logged into the system (and have permission) already, you my click the following link: Reports

The following is a list of Elmo Anywhere Reports:

  Accounts Receivable - AR Aging Report - This report shows you the balance of all invoices; along with how long a balance has been carried against this invoice in 30 day increments. You can view how if a balance has been outstanding for 0-30 days, 30-60 days, 60-90 days, and 90+ days. The report can also be filtered on dates and the aggregate values for each stage of delinquency can be displayed.

      • This report displays Invoice Dates, Due Dates, Days Overdue, Balances and more.
      • This report can be filtered by Dates and Shop.
      • This report can be filtered and grouped by columns.
      • This report is sorted by Invoice Number by default.

    Contacts - Bill To Report - This report generates a high level overview of the Bill To Customers in the system with their contact and location details.

      • This report displays Customer Information, Address,Sales Rep and more.
      • This report can be filtered by Customer Type.
      • This report can be filtered and grouped by columns.
      • This report is sorted by Company Name by default.

    Sales - Sales Report - This report shows a list of all invoices along with the Dates, Bill To Information, Balance, and a status denoting if the Invoice has been Paid or is Overdue.

      • This report displays Invoice Dates, Balance Due, Status (paid or overdue) and more.
      • This report can be filtered by Dates and Shop.
      • This report can be filtered and grouped by columns.
      • This report is sorted by Invoice Number by default.

    Sales - Taxing Entity Report - This report shows on an invoice & taxing entity level how much tax was collected for each taxing entity. This allows the user to generate a report for a date range showing how much was collected, is taxable & non-taxable, and is owed to each taxing entity.

      • This report displays Invoice Dates, Totals, Taxable/Non-Taxable and more.
      • This report can be filtered by Dates and Shop.
      • This report can be filtered and grouped by columns.
      • This report is grouped by Taxing Entity by default.
      • This report is sorted by Invoice Date by default.

    Pricing API - Web Quote Volume Report - This report will only have values in it for customers who use our Pricing API to integrate with their website. This will show on a per shop basis how many quotes were generated and converted into work orders for each shop.

      • This report displays Search Dates,Shop,IP Addresses, Converted Quotes and more.
      • This report can be filtered by Dates and Shop.
      • This report can be filtered and grouped by columns.
      • This report is grouped by Shop Name and Converted Quote by default.
      • This report is sorted by Shop Name and Search Date by default.

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