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 CoffeeRoaster Mgt Reports Menu
 Access Form  Open the Roast Shrinkage Report Last 60 Days    Opens a report showing summary Roast data for the last 60 days including a composite Shrinkage by Roast.
 Access Form  Open the Roast Shrinkage Report    Opens a report showing Roast summary information for all Roasts including Roasted Component, Calculated Shrinkage, Green Lbs and finished Roasted Lbs (RstLbs).
 Access Form  Open the Roast Log Report (All Roasts)   Opens a Roast Summary report showing Roast Component, Lot, GreenLbs, RoastLbs and Calculated Shrinkage.  When this report opens you are able to select the date range.
 Access Form  Open the Roast Damaged Bags Report    As new coffee is received you have an option for indicating that a bag is damaged and entering an adjusted weight.  This report summarizes data for damaged bags.
 Access Form  Open the Roasts by Lot Report    This report shows Roasts by Lot with an option to specify a date range.
 Single Origin Delivereies
  Access Form  Single Origin Delivery Report   This report shows Single Origin Deliveries by Week, you have the option to specify a date range.
  Access Form  Single Origin Delivery Report by Single Origin   A report that shows Single Origin Deliveries by Invoice date, grouped by Single Origin.  You have the option to specify a date range for this report.
 Coffee and Roast Formulas
  Access Form  Coffee Formula Report    A report that shows Roast formulas by Roast and Coffee. 
  Access Form  Final Roast Formula Report    A report that shows Roast formulas by Roast and component percentage. 
  Access Form  Roast Component Report     
  Access Form  Single Origin by Roast Components    A report showing configured Roast Components including whether they are a PreRoastBlendComponent or Single Origin Component, component attributes (Organic, Decaf, Fair Trade) and which Roasts the component is connected to. 
Roast and Coffee by Month
  Access Form  Final Roast Production by Month by Year    This annual summary report shows Production Lbs totals by 'Final Roast' for a given year.
  Access Form Coffee Production by Month by Year    This annual summary report shows lbs totals by 'Final Roast' and broken down into individual coffees for a given year.
 Roast Stage Totals
  Access Form  Open Roast Stage Report    Opens a report showing current totals for CoffeeRoaster Stages (BagLbs, ColdStorageLbs, Stage2Lbs).
 Coffee Reports
  Access Form  Open Green Beans BINS Report    Opens a report showing the current BINLBS value for each Single Origin.
  Access Form  Coffee Item Listing    The Coffee Item Listing report shows a list of Coffee products and their grouped attributes (Roast, Type, Organic, Fair Trade) by Roast.
  Access Form  Coffee / Case Item Listing by Roast/Blend    A report similar to the Coffee Item Listing report that includes the Coffee description, size, Case Quantity and Discontinued attribute.
  Access Form  Roast Totals    A report showing the current totals that need to be roasted by Roast.  The report includes Shelf Lbs, Shelf Goal Lbs, Orders Lbs, RoastLbs, Stage3, Roast Target and a Code for recommending roasting.  This is dynamic data that changes with each import of QuickBooks Coffees and with each entry of bagged items.
  Access Form  Coffee Bag Production    A report that shows current production needs including Shelf, Shelf Goal, Assemble and Code.
  Access Form  Sales by Coffee    A report that shows Sales, Shelf and Shelf Goal for each Coffee grouped by Roast.
  Access Form  Probable Coffees Report    A report that shows 'Probable Coffees'.  Probable Coffees are items imported from QuickBooks that match the 'scheme' for Coffees for your business.  Most of the time these are actually Coffees that have been configured in QuickBooks but the necessary matching Coffee Items have not been created in CoffeeRoaster. 
  Access Form  Coffee Overstock Report    The Coffee Overstock Report shows Coffees that have shelf values higher than their shelf goal.
QuickBooks Invoice Reports
  Access Form Customer Packing Slip Report    The Customer Packing Slip Report allows a customer packing slip to be printed from CoffeeRoaster.  This report is dependent on accurate data in CoffeeRoaster from QuickBooks.  If your orders are not changed during the production process then the data that the report requires will be up to date and the report will be accurate.  If you modify items in QuickBooks that are on the report, then you must import Coffees in CoffeeRoaster to update CoffeeRoaster on changes.  If a customer changes their mind on a line item it is important to leave that line item on the QuickBooks invoice by changing its quantity value to 0 rather than by deleting the line.  If you delete the line, CoffeeRoaster will not be aware of the change.  The Report will include Coffees and other line items on the QuickBooks invoice.

Begin by selecting a value from the 'Select Report Type'  or enter a Beginning Date and Ending Date for the report.  The list of Invoices will be filtered by date range.  Then select the items that you want to be printed.  You can make multiple selections by holding down the Ctl key while making selections.  When finished, click on the Print Packing Slip(s) button.  The Preview Invoice will show only 1 Packing Slip and is not recommended when the desire is to review multiple packing slips.

 CoffeeRoaster Customer Packing Slip form
  Access Form QuickBooks Invoices Report    A CoffeeRoaster report that shows QuickBooks Sales Items grouped by QuickBooks Invoice.  You can select a date range to filter the report.
Inventory Reports
  Access Form  Inventory Report    A report that shows inventory levels for Coffees including Coffee, Coffee Name, Size, Shelf Goal and Count.  The list is separated into two main groups, Active (not Discontinued) and Discontinued.  The report is designed so that it can be printed to do a Physical inventory and has a Count field on the far right available for manual data entry during a physical inventory.
  Access Form  Available Shelf Report    A report that shows Coffees with Shelf values greater than 0.  The report includes Coffee, Roast, Coffee Name, Size, Shelf Goal, Shelf and Lbs.
Production Reports
  Access Form Coffee Production Reports    There are a series of Coffee Production Reports, mainly different in terms of report detail.  Enter a Beginning Date and an Ending date and then select the desired report from the control below.  The reports are:

1)  Detailed Summary Report (monthly)
2)  Detailed Summary Report (weekly)
3)  Short Summary Report (monthly)
4)  Short Size summary Report (monthly)
5)  Short Summary Report (weekly)
6)  Short Size Summary Report (weekly)
7)  Daily Summary Report
8)  Daily Summary Report - Short
9)  Daily Summary Report - Detailed
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 CoffeeRoaster Production Report Date Range Form
  Access Form Annual Production Report by Roast    A report that shows the number of Bags and total Lbs for each Coffee by Coffee Size filtered by the year that you specify.  The report is grouped by Roast.
  Access Form Annual Production Report by Size    A report that shows the number of Bags and total Lbs for each Coffee by Coffee Size filtered by the year that you specify.  The report is grouped by Roast.
  Access Form Annual Sales Report by Roast    This report is an annual report similar to the one above except the Coffees are grouped by Bag Size rather than by Roast.  The results summary shows total bags and total lbs for each Coffee by Size.
  Access Form Annual Sales Report by Size    This annual summary report shows Sales data for Coffees and Roasts imported from QuickBooks.  The report shows Bags Sold and the total lbs these bags represent.  In order for this data to be accurate over time it is necessary to minimize changes in QuickBooks as this data relys on data imported from QuickBooks.  If a change is made in QuickBooks, then that Invoice needs to be re-imported into CoffeeRoaster.  When making changes in QuickBooks to existing orders, do not delete rows, but instead, if the customer no longer wants the item, change the quantity to 0.
Coffee Sales Reports
  Access Form Sales Report by Roast    This can be quite a long report detailing invididual Coffee sales by a specified date range.  Sales data is grouped by Roast and then Size.
  Access Form Sales Report by Size    This can be quite a long report detailing invididual Coffee sales by a specified date range.  Sales data is grouped by Size and then Roast.
Case Reports
  Access Form  Case Configuration Report    This is an important report showing Coffee configuration information for all items identified as 'Cases'.  Cases usually include items where multiple production items are included as a Case item sold in QuickBooks, but cases can also include items that are sold in QuickBooks as one item but packaged in CoffeeRoaster as another item (Private Labels are sometimes handled this way).