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Following are the Reports available in Organizer with Sample Downloads

Specialized Reports with ‘Export to Excel’ Options

    These reports are specially designed with ‘Export to Excel’ option that helps you to capture data in excel format (*.xls), so that you can easily format these report as per your standards/choice. It also helps to sort, group, filter reports, create pivot charts, graphs, charts the way you want.

Excel Reports

• All bill Taxes (download sample)
  - Bill Number, Bill Date, Financial Year, Bill Type, Tax, Taxable Amount, Percentage, Amount, Cancelled Date, Cancelled Remarks

• Card Details (download sample)
  - Card No,AMC From Date,AMC Expiry Date, Customer Name, Installation Name, Installation Address, Installation Telephone, Serial No, Compressor No, Fan Motor No, Brand, Model, Tonnage, Installed At, Card Note, Region, DC No, DC Date, Bill No, Bill Date, PO No, PO Date, Customer Order No, Order No, Order Date, Parent Invoice No, Invoice Date, Installation Date, Delivery Date

• Complaint (download sample)
  - Comp No, Complaint Date, Address, Complaint Name, Card No, Tel No, Complaint in Warranty, Assigned Date, Compliant Type, Brand, Complaint Remarks, Complaint Person Called, Warranty Type, Tonnage, Employee Assigned, Model, Employee Solved, Solved Remarks, AMC Expiry Date, Complain No, Pending Reason, Completed Date, Remarks

• Customer Master (download sample)
  - Customer Name, Address, Contact Person, Telephone No, Fax, E-Mail, Notes, Priority, Type

• Local Billing - Bill Register (download sample)
  - Bill Number ,Bill Date, Bill Name, Bill Address, DC No, DC Date, DC Name, DC Address, PO No, PO Date, Total, Tax, Final Amount, Cancelled Date, Cancelled Remarks.

• Local Billing - Bill Register item wise (download sample)
  - Bill No, Bill Date, Bill Name, Item, Parent Company Name, Product Name, Tonnage, Rate, Qty, Amount, Cancelled Date, Cancelled Reason

• Non Stock Billing - Bill Register (download sample)
  - Bill Number, Bill Date, Bill Name, Bill Address, DC No, DC Date, DC Name, DC Address, Total, Tax, Final Amount

• Non Stock Billing - Bill Register item wise (download sample)
  - Bill No, Bill Date, Bill Name, Bill Address, DC No, DC Date, DC Name, DC Address, Product Name, Product Description, Rate, Quantity, Amount, Cancelled Date, Cancelled Reason.

• Parent Bill (download sample)
  - Parent Company Name, Order No, Order Date, Billing Name, Billing Address, Delivery Name, Delivery Address, Amount Billed, Balance, Amount Paid, Remarks, Company Order No.

• Parent Cheque (download sample)
  - Parent Company Name, Order No, Order Date, Payment Type, Cheque Number, Cheque Date, Bank Name, Cleared Date, Amount Paid, Cleared

• Parent Payment (download sample)
  - Company Name, Contact Person, Address, Telephone No, Fax, Billed Amount, Paid Amount, Balance

• Payment - Bill details (download sample)
  - Bill Number, Bill Date, Financial Year, Bill Type, Bill Name, Bill Address, DC No, DC Date, Billed Amount, DC Name, Paid Amount, DC Address, Balance

• Payment - Cheque details (download sample)
  - Payment Date, Customer Name, Bill Date, Payment Type, Cheque No, Cheque Date, Bank Name, Is Cleared, Bill No, Paid Amount, Bill Type

• Payment - Customer (download sample)
  - Customer Name, Contact Person, Address, Telephone No, Fax, E Mail, Customer Notes, Billed Amount, Paid Amount, Balance Amount

• Service Bill Register (download sample)
  - Bill No, Bill Date, Financial Year, Bill Name, Bill Address, Gross, TAX, Final Amount, Cancelled Date, Cancelled Reason

• Service Bill Register - Item wise (download sample)
  - Bill No, Bill Date, Financial Year, Bill Name, Item, Item Description, Quantity, Rate, Amount, Cancelled Date, Cancelled Reason -

• Service Assigned (download sample)
  - Service Date, Customer Name, Address, Telephone No, Person Called, Card No, Assigned Date, Region, Brand, Technician Name, Tonnage, Model, Serial No, Service Type, AMC Expiry Date,AMC Date, Complain No, Complain Date, Complain Type, Pending Reason, Customer Notes

• Service Solved (download sample)
  - Model, Date, Name, Address, Region, Telephone, Complaint No, Date, Card No, Complaint

• Service Pending (download sample)
  - Service Date, Customer Name, Address, Telephone No, Person Called, Card No, Region, Brand, Model Name, Tonnage, Serial No, Warranty Type, AMC From Date,AMC Expiry Date, Complain No, Complain Date, Complain Type, Complain Remarks, Complain Warranty, Customer Notes

• Service Pending for the Month (download sample)
  - Service Date, Customer Name, Address, Telephone No, Person Called, Card No, Assigned Date, Region, Brand, Technician Name, Tonnage, Model, Serial No, AMC From Date, Service Type, AMC Expiry Date, Complain No, Complain Date, Complain Type, Pending Reason, Customer Notes, Completed Date.

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