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Enterprise Reports let you consolidate data across all stores integrated with LifeSaver Software and manage it in one central location. You can review metrics such as sales, promotions, production status, delivered and undelivered orders, and more. When you select a report, the system will show relevant filters (e.g., date range, status, stores) so that you can tailor the results to your needs. You can then view, print, or export the data for further analysis.

From the Home page, click the Reports button. On the Store Reporting page, click Enterprise to see a list of available Enterprise Reports.  

 

Enterprise Reports Major Functions

As with your standard reports, your Enterprise reports all have the following functions:

1. Back Button – This button will take you back to the Store Reporting page.
2. Navigation – If the report has multiple pages of data, you can use the arrows to go all the way to the beginning or end page (outer arrows), to the previous or next page (inner arrows), or you can enter the page you want to go to in the page number field.
3. Refresh – If your report data might have changed since you loaded the page, or if you just want to reload to the initial view, click the Refresh button.
4. Return to Parent Report – If the report you’re viewing is loaded from a parent report, the Return to Parent Report will take you back to that page. If there is no parent report, this button will not be active.
5. Zoom – Using this control, you can set the Zoom level for the report’s viewing window. This feature does not enlarge the actual viewing window and will only control the zoom level within the frame below the control header.
6. Save / Export – Click this button to download an Excel file, PDF document, or CSV spreadsheet of the report data. This function will export all pages of data.
7. Print – Click the Print button to send a print of all report data to a browser print window. You will also see a window that will allow you to download a PDF file of the output. All pages of the report will print by default.
8. Search – You can search by keyword or numeric data for anything in the report. Click Find to jump to the first search match. Click Next to jump to the next one until you find what you need.
9. Sort / Reverse Sort – Columns that have the Sort icon allow you to sort alphanumerically or click again to reverse the sort. The active sorted column will have its Sort icon changed to display either for Descending (down arrow icon pictured below) or Ascending (up arrow icon) results.
   
   

 

The Enterprise Customer Details Report

The Customer Details report is a great tool for targeting promotions in specific areas. It gives you the following data for each of your customers: 

• The Store Name with which the customer is associated.
• The Consumer Name, listing and alphabetizing by First, then Last.
• The customer’s street Address, City, two-letter State abbreviation, and Zipcode, if saved.
• The customer’s Phone number, if saved.
• The customer’s Email, if saved.

 

The Enterprise Financial Summary Report

The Financial Summary Report gives you critical information about the work your stores are doing and how they are performing financially. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store Number and Location with Week to Date, Month to Date, and Year to Date data in the areas listed below.
• The Total Sales.
• The Number of Invoices completed.
• The Number of Frames sold.
• The Number of Jobs completed.
• Below the data table, the report will display the time and date it was generated, and this prints out and exports if you use either of those functions.

 

The Enterprise Promotions Report

The Promotions Report gives you discount amounts by store for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. You can also choose which Promotions display in the report, and that filter will default to showing all of your active promotions. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store Name.
• The Promotion and totals name.
• The Pre-Discount Retail total amount.
• The Total Discount amount.
• The Frame Count.
• The Work Order Count.
• Below the data table, the report will display the time and date it was generated, and this prints out and exports if you use either of those functions.

 

The Enterprise Production Report

The Production Report details all invoices and work orders for your stores for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. You can Group By invoice and work order Origin Location (default) or the Current Location you’re logged into (pictured above). You can also filter by Status Group, with To-Do, Assembled, Delivered, and Other selected by default, and Inactive available as well if needed. And for specific statuses, there is a Status filter that defaults to showing All, including Assembled, Delivered, In Progress, On Hold, and On Order (other statuses are possible). You also have a Priority filter that shows both Overdue and Undelivered by default. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store Name.
• The Origin Location.
• The Invoice number.
• The Work Order number.
• The Description of the work order.
• The Status.
• The Order Date.
• The Last Status Update.
• The Due Date.
• Overdue items appear in red, and items on or nearing their due date appear in orange.  

 

The Enterprise Delivered Order Summary Report 

The Delivered Order Summary report lists delivery dates for work orders by store for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. If you change any of the filters, click the View Report button to load the selected data. 

Please Note: This report can take some time to load, so please be patient.

It gives you the following data for each of your stores: 

• The Store name.
• The Delivery Date.
• The Labor dollar amount collected.
• The Material dollar amount collected.
• The Subtotal.
• The Tax.
• The Total.
• The Chain Totals are listed for each of the columns.
• If there were any Write-Off Adjustments, those are totaled by store in a table below, with write-off dollar amounts for Labor and Materials, any Tax in the write-offs, and Totals.
• The bottom of the report lists Overall Totals. 

 

The Enterprise Undelivered Order Summary Report

The Undelivered Order Summary report lists all undelivered invoices and work orders for your stores for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display all time in the history for your system. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. You can choose to view Framing Orders Only (default), Assembled Orders Only, or if you set both to False, you can view both types. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store name.
• The Date Ordered.
• The Invoice number.
• The Work Order number.
• The Quantity.
• The Location.
• The Status.
• The Sales Person name.
• The Customer Name.
• The customer’s Phone number.
• The Subtotal for the order.
• The Tax.
• The Total.
• Whether the order was Paid in Full or not.
• The date and time the report was run is listed in the upper right and will print out or export for you.  

 

The Enterprise Delivered Order Detail Report

The Delivered Order Detail Report details all delivered invoices and work orders for your stores for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store name.
• The Delivery Date.
• The Invoice number.
• The Paid or unpaid status of the invoice.
• The Customer name.
• The Revision Number of the order.
• The Line Item Number of the order.
• The Work Order Number / Item name.
• The Sales Person name.
• The Quantity.
• The Labor dollar amount collected.
• The Material dollar amount collected.
• The Subtotal.
• The Tax.
• The Total.
• Each store’s line items are totaled in a Store Totals line below the listings.
• Below the store totals, any Write-Off Adjustment amounts are listed for Labor and Materials, any Tax involved, and the Total written off.
• At the bottom of the data table are grand Totals for all dollar amount columns.

Please Note: This report can take some time to load, so please be patient.  

 

The Enterprise Customer Information Export

The Customer Information Export has complete details of customers for your stores for whatever period you choose to view. You are able to set a date range for the report using the Start Date and End Date fields. By default, the report will display the last seven days. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Store(s) filter. By default, data for all of your stores will load. You can filter by Customer Groups if you have created any. You can set the data table to Show These Fields from a list of all data available (by default, all data columns display). You have the option to Only Show Customers Who Have an Email Address. You have Filter options showing All Customers, those who placed orders in the date range, those who ordered within a dollar amount range you can specify, those who placed a specified number of orders in the date range, or you can view only top customers, and you can specify the number you view. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for customers from each of your chosen stores: 

• The customer’s First Name and Last Name.
• The customer’s Company Name, if any.
• The customer’s Address, Address 2, City, State, and Zip / Postal Code.
• The customer’s Home Phone, Work Phone, Fax Phone, and Cell Phone.
• The customer’s Tax ID (this is only needed if the customer is tax exempt).
• The First Purchase date and Last Purchase date.
• The Last Purchase Amount and Total Purchase Amount (dollar value of all purchases).
• The customer’s Email address.
• The customer’s Group, if any.
• The customer’s Do Not Mail preference.
• The customer’s Default Discount, if any.
• The Customer Number. 

 

The Enterprise User Permissions Report

The Enterprise User Permissions report lists permissions for all users for the different areas of the system. You can also view data for a specific store, for multiple stores, or for all of your store locations using the Stores filter. By default, data for all of your stores will load. You can choose which User Groups display in the report. You can also view Active Users Only, if you choose. If you change any of the filters, click the View Report button to load the selected data.

It gives you the following data for each of your stores: 

• The Store name.
• The Username.
• The user’s First Name and Last Name.
• The user’s Active status.
• The user’s Role Group, if any.
• The user’s Permissions in the following areas:
  • • Art Condition
    • Art Type
    • Customer Database
    • Glazing Configuration
    • Mat Configuration
    • Moulding Configuration
    • Specials Configuration
    • Vendor Markup
    • Store Management
    • Admin
    • Report Access 

 

Related Topics

Generating Store Reports

Getting Started With Your Production

 

Frequently Asked Questions

Q: What if I can’t see the Enterprise button in the Reports menu?  

A: This feature is only for stores with multiple locations set up. You might also need to confirm that your user roles and store selections are set correctly. Go to Security, check Roles, and select Corp. Admin in the User Group drop-list. Make sure you have all stores selected under Security > Stores. Then log out and log back in.  

  

Q: Can I export an Enterprise Report to CSV or Excel?  

A: Yes. Click the Export icon at the top of the report menu. Choose Excel or CSV. The report is downloaded to your device, letting you print or email it.  

  

Q: How do I filter the results to just one store?  

A: Use the Store drop-list under each Enterprise Report’s filter panel. Select the store you need, then click View Report.  

 

Q: Do date ranges reset each time I open a new report?  

A: Some reports use defaults (like the past 5 days or current week). You can always change the date by clicking the Calendar icons and then clicking View Report.  

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.