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Manufacturing and Accounting Reports Built Into Your ERP

QT9 ERP includes a library of standard reports for operations and accounting. Filter, sort, group and summarize data in customizable grid views, then export it to Excel, CSV or PDF in a few clicks. 

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One System, Every Report you Need

Available reports:

Standard Operations Reports – Manufacturing, Purchasing, Sales, Jobs, Shipping, Inventory

Standard Accounting Reports – Payables, Receivables, General Ledger, Financial Statements

26

Standard Operations Reports

11

Standard Accounting Reports

3

Export Formats: Excel, CSV, PDF

Reports That Work the Way You Do

Most QT9 ERP reports run on customizable grid views, so your team can shape data around the question they need answered instead of waiting on a custom report. Save the layouts you use often and export results for analysis, sharing or recordkeeping. Create reports in 4 simple steps:

1

Filter and Sort

Narrow any report by date range, customer, supplier, item, site and other criteria.
Filter and Sort
2

Group and Summarize

Group records and apply summaries, totals and averages to spot trends quickly.
Group and Summarize
3

Save Layouts

Save your preferred views so recurring reports are ready when you need them.
Save Layouts
4

Export and Share

Export to Excel, CSV or PDF. Selected canned reports generate as formatted PDFs for printing or electronic distribution.
Export and Share

Standard Operations Reports

Get visibility across manufacturing, purchasing, sales, jobs, shipping and inventory from reports that pull directly from your live ERP data. 

Maintain

Keep BOMs, costs and pricing accurate across your product catalog.

Report
What it Shows
BOM Compare
Compares BOM component quantities across selected items and revisions in a filterable, sortable grid.
BOM Breakdowns
Compiles the primary-revision BOM for every manufactured item from the top level through all lower levels.
Standard Cost Tool
Compares standard and average costs for purchased and manufactured items and supports cost updates by amount or percentage.
Item Pricing
Centralizes customer and supplier item pricing in searchable, sortable and filterable grids.
Used In
Identifies which finished products use selected purchased or manufactured items, with export to Excel.

Purchasing and Vendor Returns 

Track what you've bought, what's on order and what's going back to suppliers. 

Report
What it Shows
PO History
Shows purchasing history by item with filtering, grouping, summaries, averages, Excel export and access to purchase order details.
Shows purchasing history by item with filtering, grouping, summaries, averages, Excel export and access to purchase order details.
Builds detailed reports from items on order or purchasing history with advanced filtering, summaries, saved layouts, exports and purchasing charts.
Vendor Returns History
Shows shipped and closed vendor returns and lets you review records and reprint or email bills of lading and packing lists.

Sales and Customer Returns

Manage open orders, analyze sales performance and review returns. Keep BOMs, costs and pricing accurate across your product catalog.

Report
What it Shows
Open Orders
Lists orders awaiting shipment and supports order review, inventory breakdowns, job status checks, splitting, editing, printing and cancellation.
SO History
Shows closed sales orders with filtering, grouping, aggregates, Excel export, record review and document reprinting or emailing.
Sales Reporting
Creates detailed analyses from invoiced sales history by representative, date, customer, item and other criteria.
RGA History
Shows closed, received return goods authorizations with expected and received quantities, dates, related orders and return details.

Jobs and Labor 

Understand what completed work actually cost, from materials to labor.

Report
What it Shows
Job History
Analyzes completed jobs across job, routing, material, contract service, rate and labor data with filtering, grouping and cost summaries.
Labor Reporting
Tracks job labor by date, employee, item, machine, hours, hourly rates and total labor cost with exportable saved views.
Contract Service History
Filters completed contract service shipments by date and opens the related shipping record or purchase order for review.

Shipping

Plan the day's shipments and look back at what went out the door.

Report
What it Shows
Shipping Queue
Shows orders awaiting shipment and supports daily shipping lists, inventory assignment, shipment preparation, labels, packing lists and bills of lading.
Shipping History
Shows completed shipments by date range with filtering, sorting, grouping, lot-level quantities and links to shipment or invoice details.

Inventory

Know what you have, where it's used and where it came from, down to the lot or serial number. 

Report
What it Shows
Lot History
Provides a historical view of manufactured and purchased inventory lots with their transactions, notes, cost changes, attachments and audit timeline.
Inventory by Lot/Serial Number
Locates and displays inventory records by lot or serial number for targeted traceability and review.
Manufactured Item Inventory Breakdown
Shows current inventory, BOM availability, manufacturable quantities, open demand, job usage, purchase orders and shipping history for manufactured items.
Purchased Item Inventory Breakdown
Shows current inventory, item usage, open demand, purchase orders, receiving history, job requirements and where purchased items are used.
Work In Process
Shows materials and manufactured inventory allocated to open work, including production stage, quantities, inventory cost, labor cost, rates and partial orders.
Minimum Stock Dashboard
Identifies purchased and manufactured items at or beyond minimum stock thresholds and compares them with current available inventory.
Inventory Transactions
Tracks all item inventory changes by company, site and date range with filtering, deleted-record review, saved layouts and Excel export.
Purchased Inventory Cost Evaluator
Summarizes purchased inventory cost changes by date range and highlights variances between transaction unit cost and standard cost.
Inventory Reporting
Produces as-of-date manufactured or purchased inventory reports filterable by customer or item category and exportable in multiple formats.

Lot and Serial Traceability at Your Fingertips

For regulated manufacturers, knowing where every lot came from and where it went matters. QT9 ERP's Lot History and Inventory by Lot/Serial Number reports give you a transaction-level view of each lot, including notes, cost changes, attachments and an audit timeline, so you can answer traceability questions quickly. 

See Traceability in a Demo
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Standard Accounting Reports

Because accounting lives in the same system as your operations, financial reports reflect what's actually happening on the shop floor, in purchasing and in sales. 

Accounts Payable

See what you owe and to whom.

Report
What it Shows
A/P Aging
Shows unpaid bills and debit memos by supplier or payee in current, 1–30, 31–60, 61–90 and 91+ day aging buckets using document or transaction dates.
Supplier/Payee Transactions
Consolidates bills, debit memos and disbursements by vendor, date range and transaction type, with options for 1099 and zero-balance reporting.

Accounts Receivable

Stay on top of what customers owe. 

Report
What it Shows
A/R Aging
Shows unpaid invoices and credit memos by customer in current, 1–30, 31–60, 61–90 and 91+ day aging buckets using document or transaction dates.
Customer Transactions
Consolidates invoices, credit memos and cash receipts by customer, date range and transaction type for activity review and general ledger reconciliation.

General Ledger

Drill into the activity behind every balance.

Report
What it Shows
Account Transactions
Shows journal entry history, debits, credits and the running ledger balance for one selected account and site over a specified date range.
Ledger Transactions
Shows detailed debit and credit activity across all general ledger accounts for a site and date range, with drill-down to complete journal entries.
Accounting Transactions
Lists all accounting transactions within selected fiscal years and periods, filterable to specific general ledger accounts.

Financial Statements

Produce the core statements your leadership and lenders expect.

Report
What it Shows
Balance Sheet
Reports asset, liability and equity balances as of a selected date in summary or detailed parent-and-subaccount formats.
Profit and Loss
Summarizes income, cost of goods sold, expenses and net profit or loss by fiscal period, date comparison, period or class.
Trial Balance
Lists current balances for every chart of accounts account in a selected fiscal year, including net income or loss and optional class grouping.
Cash Flow Statement
Reports operating activities and related net income adjustments for a selected fiscal year and period range, with an optional period breakdown.

FAQ: QT9 ERP Reporting

What reports come standard with QT9 ERP?

QT9 ERP includes 26 standard operations reports covering BOM maintenance, purchasing, sales, jobs, shipping and inventory, plus 11 standard accounting reports covering payables, receivables, the general ledger and financial statements. 

Can I customize QT9 ERP reports?

Yes. Most reports use customizable grid views, so users can filter, sort, group and summarize data and save layouts they use regularly. 

What formats can I export reports to?

Report data can be exported to Excel, CSV and PDF. Selected canned reports also generate directly as formatted PDFs for printing or electronic distribution. 

Does QT9 ERP support lot and serial number traceability reporting?

Yes. The Lot History report shows each lot's transactions, notes, cost changes, attachments and audit timeline, and the Inventory by Lot/Serial Number report locates inventory records by lot or serial number.

Does QT9 ERP include financial statements?

Yes. Standard accounting reports include the Balance Sheet, Profit and Loss, Trial Balance and Cash Flow Statement, along with A/P and A/R aging reports. 

Are all reports available to every user?

Report availability and presentation can vary based on licensed modules, user permissions, configuration and product updates. 

 

Run Your Operation With Clarity and Control

See how QT9 simplifies operations today and scales with you tomorrow.

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