Reports & Analysis

Total Office Manager® has included most of the reports you would expect. Our reporting feature is comprised of a fast report preview engine that reduces preview time dramatically. Total Office Manager allows you to quickly preview reports, search tem, print a rage of pages, or print the entire page. You can change option and refresh as needed. Also, we tried not to drown users with worthless reports you don't need. Look at your current program's report list and ask yourself how many you actually need.

Reports include the following (more are added regularly):

Click on the highlighted reports below to see a full PDF version

1099
940
941
Accounts Payable - Simple
Accounts Receivable - Simple
Accounts Payable - Detailed
Accounts Receivable - Detailed
Appointments
Asset and Equipment Labels
Asset List
Balance Sheet
Bank Reconciliation
Calendar
Chart of Account Listing
Check Register
Checks List
Checks - Missing
Contact Logs
Credit Memo
Credit Standing
Customer Labels
Customer List
Customer Source
Employee Labels
Employee List
Employee List
Equipment Service History
General Ledger
Inventory Item List
Inventory labels
Inventory Stock States
Invoice (five styles)
Invoice (open, closed, all)
Invoice List
Journal Report
Marketing Reports
Open Purchase Orders
Pay Checks
Pay Stubs
Profit and Loss
Profit and Loss Comparison to Prior Period
Purchase by Vendor (detailed)
Purchases by Vendor (simple)
Sales by Customer
Sales by Item
Sales by Marketing Source
Sales by Salesperson or Rep
Sales by Source
Scheduled Calls
Service Agreement List
Software User List
Statements
Transaction Detail
Trial Balance
Un-scheduled Calls (un-assigned)
Vendor Labels
Vendor List
W2
Work Order (open, closed, all)
Work Order List

Notes

Many reports have multiple options and formats.
Reports are added all of the time. Please check back or let us know what you need.

Report features include:

Print Preview with Printer Setup
Print a page range or print all pages
Most reports include a Tree View Quick Link
Search Reports
Page and Custom View
Save Reports in Word® Format
Save Reports in Excel® Format
Save Reports in RTF Format
Save Reports in PDF Format