Printable Reports
Table Of Contents
Khaos Control includes a wide range of predefined reports that can be printed throughout the system. In addition, many grids can be printed using the Print Grid feature, allowing you to create reports based on the data currently displayed on screen.This guide outlines the reports available within each area of Khaos Control and how to access them.
Khaos Control includes a wide range of predefined reports that can be printed throughout the system. In addition, many grids can be printed using the Print Grid feature, allowing you to create reports based on the data currently displayed on screen.
This guide outlines the reports available within each area of Khaos Control and how to access them.
Customer and Supplier Reports
Reports from the Other Actions Menu
Open the Other Actions menu by pressing F9 or clicking the Other Actions button.
Open the Other Actions menu by pressing F9 or clicking the Other Actions button.
Statement Run
Opens the Statement Run Dialog.This allows you to:- Print statements for customers with outstanding balances.
- Include remittance advice where applicable.
- Print combined invoice reports that can be used as customer summaries or invoice documents.
Opens the Statement Run Dialog.
This allows you to:
- Print statements for customers with outstanding balances.
- Include remittance advice where applicable.
- Print combined invoice reports that can be used as customer summaries or invoice documents.
Credit Summary
Opens the Print Credit Summary window.You can print credit summaries for:- An individual customer.
- A specific customer classification or type.
Note: Combined invoice reports only include credit notes raised during the selected date range.
Opens the Print Credit Summary window.
You can print credit summaries for:
- An individual customer.
- A specific customer classification or type.
Note: Combined invoice reports only include credit notes raised during the selected date range.
Payment Reports
Customer Payment Reports
Prints the Customer Payment Summary report.This report shows all customer payments entered since the report was last reset and can be used to reconcile banking activity.After printing, you will be asked whether to reset the report ready for the next batch of payments.
Prints the Customer Payment Summary report.
This report shows all customer payments entered since the report was last reset and can be used to reconcile banking activity.
After printing, you will be asked whether to reset the report ready for the next batch of payments.
Supplier Payment Reports
Prints the Supplier Payment Summary report.This works in the same way as the customer report but for supplier payments.
Prints the Supplier Payment Summary report.
This works in the same way as the customer report but for supplier payments.
Customer Sales Info
The following company listing reports are available:- Customer Sales Info (by URN) - sorted by customer URN.
- Company Sales Info (by Sales Source) - grouped by sales source.
- Company Sales Info (by Date Created) - sorted by creation date.
The following company listing reports are available:
- Customer Sales Info (by URN) - sorted by customer URN.
- Company Sales Info (by Sales Source) - grouped by sales source.
- Company Sales Info (by Date Created) - sorted by creation date.
Company List
Prints a comprehensive company listing including addresses and contact information.Note: Requires HQ-level or Administrator-level permissions.
Prints a comprehensive company listing including addresses and contact information.
Note: Requires HQ-level or Administrator-level permissions.
Complaint Summary
Prints a complaint summary for a selected date range.The report:- Uses complaint records from [Customer | Detail | CRM | Comments/Complaints].
- Groups complaints by stock type.
- Covers the previous 12-month period from the selected date.
Prints a complaint summary for a selected date range.
The report:
- Uses complaint records from [Customer | Detail | CRM | Comments/Complaints].
- Groups complaints by stock type.
- Covers the previous 12-month period from the selected date.
Custom Reports
Use Custom Reports to generate reports using predefined templates.Available options include:
Use Custom Reports to generate reports using predefined templates.
Available options include:
Print Preview
Opens the Khaos Control Report Explorer where boilerplate letters can be previewed and printed.
Opens the Khaos Control Report Explorer where boilerplate letters can be previewed and printed.
Report Designer
Opens the Report Designer, allowing administrators to customise report templates.Note: Administrator permissions are required.
Opens the Report Designer, allowing administrators to customise report templates.
Note: Administrator permissions are required.
Customer and Supplier Screens
Customer and Supplier Lists
The following screens allow grid information to be printed:- Customer and Supplier List - prints a company listing.
- Communication Log - prints communication history.
- Tasks - prints task lists.
- Comments/Complaints - prints complaints and comments for selected customers or date ranges.
The following screens allow grid information to be printed:
- Customer and Supplier List - prints a company listing.
- Communication Log - prints communication history.
- Tasks - prints task lists.
- Comments/Complaints - prints complaints and comments for selected customers or date ranges.
Customer Detail Screens
Reports available from customer records include:Additional reports include:- Sales Orders/Invoices - Sales Order and Invoice Summary report.
- Product Analysis report.
- Structured Pricing - Price List Report.
Reports available from customer records include:
Additional reports include:
- Sales Orders/Invoices - Sales Order and Invoice Summary report.
- Product Analysis report.
- Structured Pricing - Price List Report.
Supplier Detail Screens
- [Supplier Summary | Supplier Stock] prints the Supplied Stock report.
- [Supplier Summary | Supplier Stock] prints the Supplied Stock report.
Additional Customer and Supplier Reports
- Address labels and envelopes can be printed from the Address tab.
- Payment remittances can be printed from:
- Address labels and envelopes can be printed from the Address tab.
- Payment remittances can be printed from:
Purchasing Reports
Other Actions Menu
Back Order Picking Note
Available from an open Purchase Order.Generates a picking note covering all Sales Order invoices that will be fulfilled by goods arriving on that purchase order.
Available from an open Purchase Order.
Generates a picking note covering all Sales Order invoices that will be fulfilled by goods arriving on that purchase order.
Purchasing Lists
The following lists can be printed:
The following lists can be printed:
Purchasing Detail Screens
Available reports include:- Purchase Orders.
- On Order Report.
- Delivery_Note_Tab" target="_blank" rel="noopener noreferrer">Delivery Notes.
- Supplier Returns.
- Purchase Manager reports for all or selected purchase orders.
Available reports include:
- Purchase Orders.
- On Order Report.
- Delivery_Note_Tab" target="_blank" rel="noopener noreferrer">Delivery Notes.
- Supplier Returns.
- Purchase Manager reports for all or selected purchase orders.
Sales Order Reports
Other Actions Menu
Sales Order Acknowledgements
Available formats:- Format A - With Prices
- Format A - Without Prices
- Format B - With Prices
- Format B - Without Prices (Delivery Note)
Available formats:
- Format A - With Prices
- Format A - Without Prices
- Format B - With Prices
- Format B - Without Prices (Delivery Note)
Price Exceptions
Generates a report showing:- Sales prices.
- Original list prices.
- Percentage variance.
- Profit or loss amounts.
Generates a report showing:
- Sales prices.
- Original list prices.
- Percentage variance.
- Profit or loss amounts.
Sales Invoice Manager Reports
The Print button in Sales Invoice Manager provides access to many operational reports.
The Print button in Sales Invoice Manager provides access to many operational reports.
Customer Reports
Invoice (Single) - F8
Prints a single invoice for the selected order.
Prints a single invoice for the selected order.
Invoices (Batch)
Prints invoices for selected orders.
Prints invoices for selected orders.
Delivery Note (Batch) - F7
Prints delivery notes for selected orders.
Prints delivery notes for selected orders.
Reorder Sheet
Lists products purchased by a customer during the previous 60 days.
Lists products purchased by a customer during the previous 60 days.
Picking Reports
Pick Ticket (Single)
Prints a pick ticket for the selected order.
Prints a pick ticket for the selected order.
Pick Ticket (Batch)
Prints pick tickets for multiple selected orders.
Prints pick tickets for multiple selected orders.
Pick Sheet Combined
Creates a combined picking document for multiple orders.
Creates a combined picking document for multiple orders.
Process Management Reports
Unissued Orders and Their Stages
Available options:- Group by Date
- View by Delivery Date
Available options:
- Group by Date
- View by Delivery Date
Stock Requirements for Stage
Shows stock shortages for orders within the selected stage.
Shows stock shortages for orders within the selected stage.
Fulfilment Report
Shows how currently available stock could be allocated to fulfil outstanding orders.
Shows how currently available stock could be allocated to fulfil outstanding orders.
Stage-Specific Reports
PDF Invoices
Creates PDF copies of invoices and saves them to the Report directory for archiving or emailing.
Creates PDF copies of invoices and saves them to the Report directory for archiving or emailing.
Packing Report
Available from the Packing stage and displays packed box contents.
Available from the Packing stage and displays packed box contents.
Shipping Report
Available from the Shipping stage and lists orders shipped during the selected period.
Available from the Shipping stage and lists orders shipped during the selected period.
Back Order Reports
Available from:
Available from:
Print Outstanding (All)
Prints all outstanding back-ordered items.
Prints all outstanding back-ordered items.
Print Outstanding (Selected Customer)
Prints an outstanding items report for a specific customer.
Prints an outstanding items report for a specific customer.
Stock Reports
Khaos Control includes a comprehensive range of stock reporting options.
Khaos Control includes a comprehensive range of stock reporting options.
Standard Reports
Available from various Stock screens:- Stock Value Report
- Stock Item Suppliers Report
- Stock Movements Report
- Safe Stock Levels Report
- Advanced Reordering Report
- Sales and Purchase Order Reports
- Stock Assignments Report
- Stock Adjustments Reports
- Stock Budget Report
Available from various Stock screens:
- Stock Value Report
- Stock Item Suppliers Report
- Stock Movements Report
- Safe Stock Levels Report
- Advanced Reordering Report
- Sales and Purchase Order Reports
- Stock Assignments Report
- Stock Adjustments Reports
- Stock Budget Report
Stock List Context Menu Reports
Available from:
Available from:
Available Reports
- Stock Value Report
- Stock Type Value Report
- Stock Listing
- Stock Inventory by Supplier
- Stock Replenishment
- Stock Labels
- Stock Labels (Basic Reports)
- Stock Bar Code Book
For stock valuation reports, see How To: Create a Stock Value Report.For barcode books, see How To: Print a Stock Bar Code Book.Additional reports include Production Lists from:
- Stock Value Report
- Stock Type Value Report
- Stock Listing
- Stock Inventory by Supplier
- Stock Replenishment
- Stock Labels
- Stock Labels (Basic Reports)
- Stock Bar Code Book
For stock valuation reports, see How To: Create a Stock Value Report.
For barcode books, see How To: Print a Stock Bar Code Book.
Additional reports include Production Lists from:
System Data Reports
Within System Data, the Print button launches the Print Grid feature.This can be useful when documenting or reviewing system configuration settings.
Within System Data, the Print button launches the Print Grid feature.
This can be useful when documenting or reviewing system configuration settings.
Accounts Reports
Accounts includes a range of financial reports such as:- Bank Account reports.
- Tax Register reports.
- Trial Balance reports.
- Nominal Account listings.
- Debtors and Creditors reports.
- Trade Experience reports.
- Profit and Loss reports.
- Balance Sheet reports.
- Intrastat reports.
- EC Sales List reports.
Additional reports available from context menus include:- Transaction Detail Reports.
- Journal Reports.
- Payment Remittance Reports.
- Customer and Supplier Statements.
- Detailed Debtor and Creditor Reports.
For more information, see:
Accounts includes a range of financial reports such as:
- Bank Account reports.
- Tax Register reports.
- Trial Balance reports.
- Nominal Account listings.
- Debtors and Creditors reports.
- Trade Experience reports.
- Profit and Loss reports.
- Balance Sheet reports.
- Intrastat reports.
- EC Sales List reports.
Additional reports available from context menus include:
- Transaction Detail Reports.
- Journal Reports.
- Payment Remittance Reports.
- Customer and Supplier Statements.
- Detailed Debtor and Creditor Reports.
For more information, see:
Sales Summary Reports
Sales Summary can report on:- Best Sellers
- Customers
- Invoices
- Payments
- Sales Sources
- Commissions
- Agents
- Keycodes
- Catalogues
- Monthly Sales
- Suppliers
A wide range of filters are available, allowing reporting by:- Stock type
- Individual products
- Supplier
- Customer activity
- Postcode
- Sales performance
Saved report layouts can be reused at any time.
Sales Summary can report on:
- Best Sellers
- Customers
- Invoices
- Payments
- Sales Sources
- Commissions
- Agents
- Keycodes
- Catalogues
- Monthly Sales
- Suppliers
A wide range of filters are available, allowing reporting by:
- Stock type
- Individual products
- Supplier
- Customer activity
- Postcode
- Sales performance
Saved report layouts can be reused at any time.
Print Options
- Print Report uses Print Grid and uses the report title.
- Print Grid prints using the default title format of Grid Print followed by the current date.
- Print Report uses Print Grid and uses the report title.
- Print Grid prints using the default title format of Grid Print followed by the current date.
CRM Manager Reports
The following reports can be printed:- Appointments and Actions (List)
- Appointments and Actions (Diary)
- Contacts
- Tasks
- Customer Communication Reports
See:
The following reports can be printed:
- Appointments and Actions (List)
- Appointments and Actions (Diary)
- Contacts
- Tasks
- Customer Communication Reports
See:
Journal Template Reports
Reports available within Journal Templates include:- Journal Template List Reports.
- Journal Detail Reports.
- Schedule Reports.
- Active Template Processing Reports.
Available from:
Reports available within Journal Templates include:
- Journal Template List Reports.
- Journal Detail Reports.
- Schedule Reports.
- Active Template Processing Reports.
Available from: