In the tables below are the standard Sales and Inventory reports that run in a monthly queue(s). When your system was originally set up and you were assisted by an Implementation Specialist (IS), the IS activated the monthly queue(s) for you. Due to the number of standard monthly reports, most businesses have more than one monthly queue, and Multistore users may have multiple monthly queues per store. Note that there may be other reports you wish to run monthly; you can add such reports to an existing monthly queue (if space permits) or you can create additional monthly queues. If you create additional queues, be sure to schedule them to run automatically.
Note: you can have up to 99 reports in a single queue.
The order in which certain monthly reports are run is important. If you are creating or modifying a monthly queue, make sure the reports listed below are run in the order listed.
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Report |
Standard Options |
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Option P (Period-End Update) |
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Option P (Period-End Update) |
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(Optional) Sales Analysis Report (RSA) to rank customers |
Options vary depending on what information you want to print. |
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(if you keep expanded departmental customer history) Sales Analysis Report (RSA) |
Option P (Period-End Update) and E (Expanded Customer History) |
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Flex Report Name: PTDROLL, option P (Period-End Update) |
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Option F (Finalize— delete records) |
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Totals Only Y; on From/To page, set Print Sequence to anything except 2 or 3 |
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(Optional) User File Report (RUS) |
Option P (Period-End Update) |
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(Optional) Product Analysis Report (RPA) |
On Options page, set Analysis Sequence to 1 (Units Sold) or 6 (YTD Transactions) |
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Report |
Standard Options |
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Totals Only Y; on Options page, set field to the right of Update Per/Yr to Y (to "Calculate Period/Year" ) |
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(Optional) Department Report (RDE) to print sales for the period |
Totals Only Y; on Options page, set Report Format to S (Sales Data Only) |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year" ) |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year" ) |
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Totals Only Y; on Options page, set Report Format to A (Sales and Purchase Data), and set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Vendor Update Report (RVU)--run at end-of-quarter only |
Totals Only Y; on Options page, set field to the right of Update Per/Yr to Y (to "Calculate Period/Year") |
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Shrinkage History Report (RPH) (if you use the Physical Inventory subsystem to track shrinkage history) |
Shrinkage Options PS, on Misc page, set Printing Sequence to 6 (Shrinkage Type) |
In Legacy Eagle, you can only add 14 reports to a queue. You can use Legacy MEQ for queues with more than 14 reports, but you can only act upon the first 14 reports— the rest of the reports will be inaccessible.