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Reporting
Types of Reports
Types of Reports
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago


My Sales


My Sales displays sales associated with the user currently logged into Crystal. To view sales by another salesperson, see the Sales Items report.

My Client Wishlist


My Client Wishlist displays wishlist items added by the user currently logged into Crystal. To view wishlist items added by another salesperson, see the Client Wishlist report.

Sales Items


The Sales Items report displays information about items sold, the transaction with which they are associated, and more.

Transactions


The Transactions report displays information about transactions of a certain type, date range, or status.

Clients


The Clients report displays information about clients based on the date or location the client record was created, the amount spent by the client, and more.

Inventory


The Inventory report displays information about physical items in inventory in certain categories, locations, received on specific dates, or on memo. Use the As Of Date filter to view inventory quantity as it was on a previous date.

Merchandise Items


Use the Merchandise Items report to view items received or returned in a specific location, category, or date range.

Repairs


The Repairs report displays records of repair transaction types of a specific type or status, within a certain date range.

Payments


The Payments report shows a record of payments filtered by type, date, location, salesperson, and more.

Linked Products


The Linked Products report displays information about transactions associated with linked products.

Vendor


The Vendor report displays information about the cost, quantity, turnover, and more for products sold by a specific vendor.

Client Wishlist


The Client Wishlist report generates information about products added to client wishlists.

TBC


The TBC report shows the amount collected and the amount due of all clients who have used TBC as a payment method.

Gift Cards


The Gift Cards report displays the original amount, amount redeemed, and remaining balance of gift cards.

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