InfoTrax Systems

The Account Adjustments report displays all non-posted, account adjustment transactions.

The Activity Summary report provides the number of new and terminated distributors as well as basic order sales and autoship information.

The Autoship Changes report displays any changes made to an autoship or business protect template.

The Autoship Generation Summary report displays all orders generated from autoship/business reports. This report is automatically run at the completion of the Generate Autoship Orders Task, but it can be run at any time.

The Autoship Items report displays information about items ordered through either autoship or business protect.

The Autoship Sales By Item Code report displays the items that have been ordered by autoship/business protect.

The Autoships By Warehouse report displays autoship/business protect records that are shipping from a specific warehouse.

The Backorder Summary report lists items on backorder.

The Backorders report displays distributors. backorders.

The Check Reconciliation report displays all checks issued during the specified dates.

The Check Register report displays all the commission and manual checks for a given commission period.

The Collected Sales Taxes report displays all sales taxes collected for the selected country.

The Commission Check Summary report displays a summary of distributor earnings.

The Commission Group Volume report displays a distributor's group volume and personal volume.

The Commission Payout Summary report displays a summary of the commission payouts. The ALL country shows the total payout. The CV, Sales Amount, and Commission Amount are in the company's base currency. That is, each country's amounts were converted to the company's base currency.

The Commission Rank Advancements report displays all distributors who had a rank advancement during the selected commission period.

The Commission Transactions report displays posted transactions in a commission period.

Need a report description

The Commission Volume Summary shows a summary of the total commission volume by level.

The Contact Tracking Types report displays all the contact types.

The Contacts - Completed report displays contacts that have a Completed Date.

The Contacts - Overdue report displays overdue contacts by type and date.

The Contacts - Unresolved report displays contacts that do not have a Completed Date.

The Correspondence report lists all correspondence records.

The Cost of Goods Sold report displays the quantity, unit cost and total cost of goods sold.

The Credit Card Audit report displays credit card transactions for the specified date range.

The Credit Card Usage report shows orders that were paid for using the specified credit card.

The Credit Orders report displays RMA orders.

The Cross Country Payout Summary report shows a summary of the commission payouts.

The Currency Change Log report displays any changes made to a currency record.

The Currency Codes report shows all the information entered into DataTrax for each currency.

The Current Volume Less Than High Volume report displays distributors whose maximum volume for the period exceeded a threshold, but has now gone below the threshold. The current period is the Last Commission Period + 1. The reasons a distributor's current volume is less than their maximum volume for the period, include an account adjustment or an RMA.

The Declined Autoship Orders report displays Status 1 orders generated from either an autoship or a business protect template. This report should be run after the Batch Bank Draft Release and Batch Credit Card Authorization Tasks have been run.

The Distributor Activity Summary report shows, for each distributor, the number of orders, volume and whether they received a commission. The period range is for primary periods. Thus, when checking commissions, the report determines which primary period secondary or tertiary commission earnings are in. The report shows the distributor's current status. This is not their status at the end of the specified period.

The Distributor Clawbacks report shows all the clawbacks a distributor has.

The Distributor Earnings Variance report shows those distributors whose change in earnings between two consecutive periods is greater than the selected threshold.

The Distributor Rank and Status Summary report displays, for each rank, the number of distributors by status.

The Distributor Status Summary report finds those distributors who were entered on or before a specified date. It then searches through the distributor's update log to determine what status they were on that date. The volume is for anytime during the period, not necessarily on or before the specified date. This report assumes the month and period are the same, that is, there are 12 periods per year. For example, if you enter 6 June 2006 as the date, then the period is 06/2003.

The Distributor Summary report shows the number of distributors by status for a given date. It also shows the number of distributors who had volume. The report finds those distributors who were entered on or before the specified date. It then searches through the distributor's update log to determine what status they were on that date. The volume is for anytime during the period, not necessarily on or before the specified date. The report assumes that a month and a period are regarded the same; that is, there are 12 periods per year.

The Distributor Transactions By Posting Day report shows all distributor transactions. Each time the country changes for a distributor, the report has a subtotal.

The Distributors By Postal Code report displays distributor information.

The Distributors By Rank report displays distributor information.

The Distributors In Selected States report displays distributor information.

The Distributors With An AR Balance report displays distributors whose AR Balance is not zero.

The Distributors With Negative Personal Volume report displays the distributors whose personal volume is negative.

The Distributor's Enrollees report displays distributors who have been enrolled by a specific distributor.

The Downline report displays a specific distributor's downline.

The Duplicate Credit Cards report shows those distributors that have the same credit cards number on file.

The Earnings report displays top distributor earnings by period.

For each distributor type, the Earnings - Commission Type Detail report displays earnings, the total earnings and the earnings for each commission type.

For each distributor receiving earnings, the Earnings - Percent of Volume report displays the earnings and the percent the earnings are of that distributor's group and organization volume.

The Earnings - Percent of Volume Summary report shows a summary, by volume range.

The Earnings Summary By Rank report displays a summary of earnings for each paid rank.

The Earnings Type report shows, for each distributor receiving earnings, the earnings for the selected commission type.

The Expired Autoships report displays autoship/business protect templates that have expired.

The Expired Credit Cards report shows those credit cards within BackOffice that have expired.

The Government Invoice Number report shows orders that have been assigned a government invoice number.

Note: The government invoice number is different than the DataTrax assigned invoice number.

The Group Volume For Distributors report displays group volume for distributors who enrolled since the last commission period. Only those distributors whose entry date is on or after the first day of the Last Commission Period + 1 are included. The first day of the period is defined when the period is set up using either Multiple Periods (Add/Update) or Single Period (Add/Update).

Document old versus new (added to filter screen)

The Inventory Adjustment Journal report displays information about changes to an item's on hand quantity.

The Invoice Summary By Distributor report displays orders. payments.

The Invoiced Orders Not Ship Verified report displays all Status 3 orders (Invoice Printed.)

The Item Restrictions report displays restrictions on item code ordering. This report is part of the Item Code Restrictions Add-On option.

The Item Sales report displays items sold by item code and order number.

The Quantity Sold does not include kit components. It shows purchased items, so if an item was purchased in a kit, it will not be included in this quantity. But, if an item was purchased separately, it will be listed in the report. The Kit Quantity Sold shows the quantity sold as components of on-the-fly kits. The Total Quantity Sold is the summation of the Quantity Sold and the Kit Quantity Sold.

The Item Shipped Summary report displays all item codes shipped and the total quantity shipped, for the given time period.

The Item Summary By Item Code report displays item code information. An item must be stocked in a warehouse in order for it to show up on the report. That is, if the item code has been created, but not stocked in a warehouse, then it will not show up on the report.

The Item Summary By Item Name report displays item code information. An item must be stocked in a warehouse in order for it to show up on the report. That is, if the item code has been created but not stocked in a warehouse, then it will not show up on the report.

The Items On Hold report shows those item codes in Warehouse Stock (Add/Update) that have been flagged, "hold".

The Kit Component Pricing Errors report displays those kits flagged as component level pricing whose total component prices do not add up to the kit's prices.

The Kit Components report displays the item codes that comprise a kit.

The Language Translation report displays all texts and their translation.

The Log File By Distributor report displays the entries in the log file matching the selection criteria. On the report, the status is the order's status when the log record was written, not the order's current status.

The Log File By Orders report displays the entries in the log file matching the selection criteria. On the report, the status is the order's status when the log record was written and not the order's current status.

The Lower Paid Ranks report compares distributor ranks between two periods and shows you those distributors who were paid at a lower rank. The report compares the entered period with the next period. This report can only compare two periods for which commission has been run. If one of the periods has not had commission calculated, then the message "Error opening bwtyyymm" (yyymm is the period that has not had commission calculated) is displayed, followed by the message, "No records match the selection condition."

The Manual Rank Updates report displays distributors who have been advanced using the Distributor Rank Update Task for a specified date range.

The Miscellaneous Cash Receipts report displays all unposted miscellaneous cash receipts.

The Monthly Company Sales report allows a company to view the total sales amount of all posted orders (wholesale, retail, and credit) for a period.

The Monthly Sales Journal displays all the posted orders.

The New Distributors Count Summary report displays the number of distributors entered by period. This report shows the counts by distributor status. This is the distributor's current status, not the status he/she was assigned when he/she was entered into DataTrax BackOffice.

The New Distributors With Minimum Volume report displays distributors whose personal volume (PV) is at or above the value you specify and whose entry date is during the same period selected.

The Next Number report displays each of the numbers the system uses during the creation of records.

The Order Changes report displays any changes made to an autoship or business protect template.

The Order Commission Audit report displays everyone that received a commission or a clawback for the specified order.

The Order Payments report displays the payments for all unposted orders whose business date is prior to the current business date.

The Order Source report displays all posted orders of a specified source.

The Order Summary report displays the number of orders taken and the total commission volume for those orders.

The Orders By Status report displays all orders of a specified status.

The Orders With A Backorder report displays all orders that have items on backorder within them.

The Orphan Resolution Summary report displays orphans that were resolved along with their sponsor/enroller. It also indicates the method used to resolve the orphans. This report is automatically run at the completion of the Batch Resolve Orphans Task.

The Orphans report displays information about the orphan's upline distributor.

The Orphans With Volume report displays all orphans whose personal volume is greater than zero.

The Packages Not Ship Verified report displays information about packages that have not yet been ship verified.

The Paid On report displays all orders a distributor was paid on. The report answers the question, "What orders was my commission based on?"

The Paid Ranks report displays the rank at which each distributor was paid for the specified commission period.

The Paid To report displays everyone in the sponsor tree who was paid on a distributor's orders. The report answers the question, "Who had a commission paid based on my orders?"

The Payment Restrictions report displays all distributors who have payment restrictions.

The Posted AR Summary report lists all transactions in the AR Ledger.

The Posted Sales By State report displays a summary of orders for distributors that have been posted for the state of choice.

The Preassembled Kits Journal displays information about kits that were assembled and disassembled.

The Price List report displays pricing information for each item.

The Prices - Kit Components report displays those kits flagged as component level pricing, as well as the kit's components and its pricing information.

The Programs A User Can Run report displays all the tasks and reports a user may access and his/her access control level.

The Programs Within A Group report displays all the tasks and reports a Group may access and their access control level.

The Qualification Exceptions - Commission Type report displays those distributors whose qualification has changed from the specified commission period to the previous commission period.

The Qualifications Exceptions - Flags report displays those distributors whose qualification has changed from the specified commission period to the previous commission period. The qualification flags show whether the distributor has qualified or not, each commission type for the specified commission period. An * next to a flag indicates the distributor's qualification changed between periods.

The Quantity Committed report displays the quantity of an item ordered from a warehouse. The number displayed is increased when the item is ordered or when autoship orders are generated. It is decreased when an order is deleted or when shipped orders are posted.

The Receiving Stock Journal report displays information about items being received into a warehouse.

The Renewal Notifications report shows correspondence information about distributors whose renewal date is within the range specified.

The Renewal Suspend/Terminate Edit Report shows those distributors who have not renewed and whose status does not match the last renewal notification. This report is useful in determining who needs to be suspended or terminated.

The Renewals report displays distributors whose renewal date is within the range specified. The report is useful in knowing who needs to renew for a given period.

The RMA Orders Ready For Release report displays the returns that have been received by the warehouse and are ready to be finished processing.

The Sales report lists all orders (posted and unposted).

The Sales Tax Table report displays the records in the sales tax database.

The Shipment Log report displays shipping information on all packages.

The Shipment Log By Order Number report displays shipping information on all packages by order number.

The Shipped Orders By Postal Code report displays orders shipped by commission period and postal code.

The Shipped Packages report displays packages that have been shipped.

The Status T's Not Under Distributor report lists all terminated distributors whose sponsor is not distributor ID 4.

The Stock Status By Item Code report displays the status of stocked items by item code. An item must be stocked in a warehouse in order for it to show up on the report. That is, if the item code has been created, but not stocked in a warehouse, then it will not show up on the report.

The Stock Status By Item Name report displays the status of stocked items by item name. An item must be stocked in a warehouse in order for it to show up on the report. That is, if the item code has been created but not stocked in a warehouse, then it will not show up on the report.

The Stock Status By Warehouse report displays the status of stocked items by warehouse and item code. An item must be stocked in a warehouse in order for it to show up on the report. That is, if the item code has been created, but not stocked in a warehouse, then it will not show up on the report.

The Suspended/Terminated Exclusions report displays those distributors that were excluded from the batch suspend/terminate process.

The Suspended/Terminated Summary report displays those distributors that were suspended and/or terminated.

The Tax Exemptions report displays distributors with tax exemption numbers by state and tax exemption expiration date.

The Top Distributor Earnings report displays top distributor earnings for the year.

The Top Distributors By Volume report displays a distributor's personal, group, and organization volume.

The Top Recruiters report displays the distributors who have sponsored or enrolled the most distributors within a specific date range.

The Tree Integrity report displays problems that may exist in the sponsor and enroller trees. The report only checks for enroller problems if the Enroller Tree is maintained. The report checks for loops, invalid sponsor/enroller, and problems with orphans.

The Unpaid Earnings report displays distributors who had earnings greater than the minimum to have a commission payment but who were not paid anything. The reason a distributor was not paid anything while having earnings is that they have an account balance such that they owe the company. Some reasons for the balance include a non-payment on an order or a clawback as a result of an RMA. The minimum earnings amount to have a commission payment is set in the country settings.

The Unposted Orders report displays orders that have not been posted. Commissions will not be paid on unposted orders.

The Unposted Orders By Operator report displays all orders of a specified status.

The Update Log report displays all distributors whose record has been modified within a specific date and time range.

The Users Within A Department report displays each department and those users whose default department is that department.

The Users Within A Group report displays security groups and the users assigned to each group.

The Warehouse Transfer Journal report displays information on receipts of inventory from another warehouse.

The Warehouse Transfers In Transit report shows those transfers that have left the sending warehouse, but have not yet arrived at the receiving warehouse. DataTrax BackOffice looks for posted outgoing warehouse transfers with unposting incoming warehouse transfers.