Excel Reports Catalogue

The following Excel reports are designed for Pastel Partner 2005 or higher. They require Excel 2003 / 2007 and a connection to your Pastel database. They are designed to run automatically at the click of a button , and do not require any technical skills from the user.

 

Selected Business Systems offers free initial setup of the first report at your premises (to a maximum of 1 hour, and within Durban and KZN North Coast surrounding areas).

 

We are happy to accommodate any customizations or new report requests which you might have !

 

To order your report, please email required report codes to info@selected.co.za.

· Sales value by customer per period

· Sales value by customer by delivery address per period

· Sales value by customer by product per period

· GP by rep by customer per period

Text Box: Sales Value Reports:
#0001- Sales value by customer per period 
#0010- Sales value by category by customer per period
#0011- Sales value by customer by delivery address per period
#0008- Sales value by customer by product per period
#0013- Sales value by product per period
#0012- Sales value by rep by customer per period
#0009- Sales value by rep by product per period
#0017- Sales value by customer by delivery address by product  per period
#0019- Sales value by rep by customer by delivery address per period


Sales Quantity Reports:
#0015- Sales quantity by product per period
#0016- Sales quantity by rep by product per period
#0020- Sales quantity by rep by customer by product per period
#0018- Sales quantity by customer by delivery address by product per period


Gross Profit Reports:
#0003- GP by customer per period
#0004- GP by product per period
#0005- GP by customer by product per period
#0006- GP by product by customer per period
#0007- GP by rep by customer per period
#0002- GP by rep by product per period


Gross Profit % Reports:
#0021- GP % by product per period
#0022- GP % by customer per period
#0023- GP % by customer by product per period
#0024- GP % by product by customer per period


Special Reports:
#0014- Delinquent debtors age analysis (for Open Item)
Shoprite-Checkers statement
Dis-Chem statement

The final report is presented in a period–by-period format, so you can view up to 12 months of data on a single screen. You also have the option to choose to run it for either ‘this financial year’ or ‘last financial year’. Since the result is delivered into an Excel Pivot Table, you will have access to all of the advanced filtering, ordering, expand and collapse tools which are associated with Excel.

 

Below are some screenshots of sample reports. To view further screenshots of a particular report, click on the report in the list below.

Report Format :

Pricing :

All reports listed below are priced at R500 each (excl.). Should you wish to order several reports, a bulk discount can be negotiated.

Report List :

Screenshots :