REPORTING

• Reporting Tools

  Adagio offers powerful reporting tools. GridView allows you to choose or re-arrange columns, filter rows, and automatically sort rows and link Views.

  Features

  • Executive snapshot of Current Receivables, Payables, Orders, Invoices, Cash (from the GL)
  • All items on backorder in OE, with quantities on PO and on hand in IC.
    Choose or re-arrange columns, filter rows, and automatically sort rows and link Views.
  • Views of Customers, Vendors, Time&Billing Dockets, Inventory Items, GL Accounts.
  • Salesperson view of Customers.
  • Customer Balances and transaction views.
  • Recent Invoices by Customer in OE.
  • Recent Invoices by Customer in Invoice History.
  • Recent Sales by Customer in Sales Analysis.
  • Recent Prices by Customer
  • Recent Invoices by Vendor
  • Chart information from multiple sources.
  • User selectable colors and chart style.
  • Automatic scaling of data.
  • Save charts to disk or copy them to the clipboard.
  • Display chart values by hovering over image.
  • Dock charts to optimize display usage.
  • Multi-column comparative financial statements.
  • Drag-and-drop account groups onto a financial statement spreadsheet.
  • Choose columns from MTD, YTD, Budget YTD, Quarter, Fiscal Half, etc.
  • Present statements in summary or detail form.
  • Drill down from an amount on the statement all the way to posted transaction detail.
  • Produce consolidated statements or span multiple years from separate entities using Simply Accounting or Adagio.
  • Related companies can be loaded into Adagio FX Pro for comparison statements even if they use different accounting software.