Business Reports

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Contents 1 Using Business Report Templates 1.1 From Within FTD Mercury 1.2 From Within Microsoft Word or Microsoft Excel 2 List of Business Reports

FTD Mercury allows you to generate several different reports to assist you in the daily operations of your shop. In addition to financial reporting functionality, the reports in this section are designed as business management tools. Each report is generated using a Microsoft Excel template.

This section is designed to educate you on all of the reports that are available to generate from the program and how to customize each report for the unique needs of your store. This section helps you understand the purpose of each report, how to access and print each report, and contains an example of each report.

Using Business Report Templates

IMPORTANT: This section discusses templates for business reports. For information on Marketing templates (standard templates and templates used with Mercury Marketing), see Marketing.

FTD Mercury includes several Microsoft Excel and Microsoft Word templates that help you generate reports, letters, and mailing labels. Templates eliminate the need for setting up the format of these documents; they contain all the formatting and text that you need to generate these documents. All you need to do is click on the template, specify what type of information you want to include, and your letters, reports, and labels are generated for you automatically. The system retrieves information from your store’s database to generate each type of report. Once the report is displayed on your screen, you can save or print it.

IMPORTANT: In order to use Business Reports, you must have full access to Reports in Mercury Administration. You can control employee access to Business Reports based on employee types.

You may use the following methods to access your FTD Mercury templates:

From Within FTD Mercury

To access FTD Mercury templates from the FTD Mercury Main Menu:

1. Click Business Reports.
2. Double-click Mercury Forms.
3. Double-click the name of the report you want to generate.
4. If you receive a security warning about the template containing macros, click Enable Macros. This is normal and the macros are required to generate the report or letter.

From Within Microsoft Word or Microsoft Excel

To access FTD Mercury templates from within Microsoft Word or Microsoft Excel:

1. Either open Microsoft Word (for letters) or Microsoft Excel (for reports).
2. On the File menu, click New.
3. In the New Document pane (Word) or the New Workbook pane (Excel) on the right side of the screen, click On my computer.
4. In the Templates window, click the Mercury Forms tab.
5. Double-click the template you want to open.
6. If you receive a security warning about the template containing macros, click Enable Macros. This is normal and the macros are required to generate the report or letter.
7. Depending on the report or letter, you may have to configure one or more windows to set necessary options for the report or letter (such as a date range).
8. Click Finish to generate the report or letter.

List of Business Reports

FTD Mercury provides the following business reports:

• Abbreviated Customer Master List with Balance Report
• Abbreviated Customer Master List with Days Late Report
• Aged Analysis Reports
• Business Snapshot Report
• Credit Card Settlement History Report
• Customer Account Payment Report
• Customer Master List
• Employee Analysis Report
• Employee Sales Report
• Life Cycle Report
• Message Report
• Payment Type Totals Report
• Product Comparison Report
• Product Sales Reports
• Reciprocity Report
• Report of Orders Filled
• Sales by Referral Code Report
• Sales Summary Report
• Sales Tax Report
• Standing Order Log Detail Report
• Standing Order Log Summary Report
• Tax Exempt Customer Report
• Ticket Report
• Wire Reconciliation Report
• Wire Service Incoming/Outgoing Report