This article lists all available reports in the system, organised by category. Some reports require specific roles or modules to be installed.
To reach the reports page, hover over the Reports tab and click View More Reports.
Audit
Audit Ticket Nos — outputs the status of ticket numbers between two dates, so gaps/voids can be reconciled.
Audit Transaction Items — outputs the transaction header details along with the details of each transaction item.
Finance
Direct Finance reports require the ViewPayments role unless otherwise noted.
Cash Ticket Report — lists cash-paid/cash-sale transactions over a period.
Finance Summary Report — high-level finance summary.
Job Payment Report — cash payments recorded against jobs.
Payments Report — payments received listing (also shown at the weighbridge).
Finance › Credit Control
Accounts On Stop Report — lists every account currently flagged "on stop", so credit control can see who is blocked from trading.
Operational Vs Credit Limit Report — compares each account's operational and sales-ledger balance against its credit limit, flagging accounts over (or within a set amount/percentage of) their limit.
Account Balance Report — full credit-control snapshot for all accounts (committed, WIP, not-invoiced, not-posted, operational and outstanding balances), sortable by any column.
Finance › Invoices
Invoice Control Report — control listing of invoices produced in an invoice run, used to reconcile what was invoiced.
Pre Invoicing — the "not invoiced" report showing items awaiting invoicing.
Invoice Data Mine — ad-hoc data mining across invoices.
Invoice Stats — view invoice statistics by month or week.
Finance › Margin
All six reports are transaction-based margin reports, excluding deleted transactions. When the margin above/below filters are used, transactions with zero-value unit prices and total prices are also excluded. They differ only in what they group the margin by:
Product Margin — margin per product.
Site Margin — margin per site.
Supplier Margin — margin per supplier.
Site and Product Margin — margin per site broken down by product.
Company Margin — margin at company level.
Sales Rep Margin — margin per sales rep.
Finance › Pricing
Price Exceptions Report — produces a report containing transactions where the charged transaction price differs from the price lookup.
Finance › Turnover
Product Turnover Report — transactions by product, as a graph/analysis.
Account Turnover Report — invoiced turnover by account, as a graph.
Invoiced Turnover Report — invoiced turnover analysis.
Product Turnover by Account / Address Report — product turnover broken down by account and delivery address.
Generic
Dynamic Transaction Report — a configurable transaction export generator.
Congestion Charge Report — congestion-charge totals across transactions for a date range/outlet.
Jobs
All Jobs Report — lists all jobs.
Created Jobs Report — lists jobs created.
Material
These reports are only available if the Material module is installed.
De Assigned Material Tickets — material tickets that were de-assigned from their jobs.
Deleted Jobs Report — material jobs marked deleted in the period.
Generated Jobs Report By User — material jobs created, grouped by the user who created them.
Job Duration Report — how long material jobs take from start to completion.
Tickets Review — tickets review screen.
Outbound Outlet Product Movement — movement of product outbound from outlets.
Quotes
These reports require the ViewQuotes role.
Conversion Report — tracks conversion of quotes into orders/jobs.
RMC
These reports are only available if the RMC module is installed.
Component Usage Report — usage of RMC (ready-mix concrete) components over a period.
Sales
Sales Report — sales figures over a period.
Commission Report — sales commission calculation.
Skips and RoRos
These reports are only available if the Skip module is installed.
De Assigned Skip Tickets — skip tickets that were de-assigned from their jobs.
Deleted Jobs Report — skip jobs marked deleted (and optionally cancelled), showing who deleted them and when.
Skip Transactions / Skip Transactions V2 — skip transaction listing over a period.
Weight Report — skip weights, per transaction or summarised.
Skip RoRo Orders On Site / Skips On Site V2 — skips and RoRos currently out on site (open orders not yet collected); V2 is data-only/CSV.
Uncompleted Tickets Report — uncompleted skip jobs/tickets for the period.
Generated Jobs Report By User — skip jobs created, grouped by the user who created them.
Waiting Time Report — time jobs spend waiting.
Skip Sales By Zone — skip sales grouped by zone and month.
Weekly Plan — weekly plan based on recurrences (only available when the recurrence custom option is enabled).
Supplier
Purchase Order Report — listing of purchase orders.
Trade
These reports are only available if the Trade module is installed.
Trade Template Report — trade report driven by a saved template.
Trade Collection Analysis — analysis of trade collections.
Contract Items Exception Report — trade contract items that fall outside expected/agreed values.
Bin Lift Report — record of bin lifts performed.
Round Profit Report — profitability per collection round.
Collections Export — export of trade collections data.
Customers Without DoC — customers without a Duty of Care charge.
Round Cost Breakdown — cost breakdown per round.
Bin Report — bin-level listing/analysis.
Transaction By Round — transactions grouped by collection round.
Round Presentation Report — presentation of round data.
Round Product Breakdown — product breakdown per round.
Address Breakdown By Round — addresses served, broken down per round.
New Contracts — newly created trade contracts.
Extra Lifts — shows rounds and the counts of lift types.
Container Weight — shows transactions that match a container over/under-weight alert.
Round Statistics — statistics per round.
Generated Jobs Report By User — generates a report on all jobs created by a specific user.
Transactions
System Dump Reports — CSV data dumps of transaction data.
Last Transaction Date — last transaction for each account/address.
Landfill Tax Return — landfill tax return figures for the period.
Transactions › Outlets
Outlet Tonnage Report — tonnage handled per outlet, grouped by outlet/product/unit with quantity, tonnes, revenue, haulage, tax and net.
Outlet Tonnage Royalty Report — the outlet-tonnage summary extended with royalty percentages/unit prices, giving royalty due per outlet/product.
Transaction Outlet Internal Search — internal search of outlet transactions.
Waste
Basic Waste Analysis — agency waste analysis (simple recycled-vs-landfill view).
Waste Report — waste summary report.
Advanced Waste Report — full waste analysis: recycling overview, waste types removed, waste movement, diverted-from-landfill and total waste summary (including recycling rate, RDF/energy-recovery rate, and average weight per transaction).
Waste Analysis Mass Generator — bulk-generates waste analysis reports.
Waste Return Report — waste return figures.
Can't find the report you need?
If none of the reports above cover your requirements, the Report Generator 1 and Report Generator 2 tools allow you to build custom reports using a wide range of data sources and filters.
You can also request a new bespoke report from the Professional Services team — see Request a New Report for details on how to submit a request. Please note that custom report development may be chargeable.
If you see reports in Weighsoft that are not listed above, these are likely custom reports created specifically for your instance.
