The Layer provides access to a comprehensive suite of reports to help you manage and analyse your business effectively. Whether you’re tracking sales, stock, or financial data, these reports give you the insights you need. Here's how you can access them and what’s available.
Check Your Access Before You Begin
Access to reports is permission-based and role-based, so make sure you have the right permissions:
Custom Reports Permission:
This must be enabled in your user settings to access reports.
Custom Report Access Groups:
Administrators assign access to specific reports through these groups.
💡 Need help configuring access? Read this guide on Custom Report Access Groups.
If you can’t access a report you need, contact your Layer administrator for support.
Access to Reports
1. Open the Reports Section:
Tap on Reports in the ribbon at the bottom of your screen.
2. Find Your Reports:
You’ll land on the All Custom Reports page, where all reports available to you will be listed.
3. Select a Report to View:
Click on the report name to open it.
4. Adjust Date Ranges (if needed):
Some reports require a date range on the left-hand side of the screen.
⚠️ Tip: Start and end dates are not inclusive, so set the range to start one day earlier and end one day later to ensure accurate data.
Available Reports in The Layer
Mentioned in the next few sections is a selection of reports available in The Layer. While this list is extensive, it doesn’t cover every report. Be sure to explore the reports in your instance, as there may be additional options tailored to your organisation’s specific requirements.
Sales Reports
All Sales Orders by Date (Connected Date) & All Service Assets with Profit Adjustments:
Tracks commissions based on the Connected date for Supplier Reconciliations.
All Won Quotations Report:
Displays commissions calculated once a quote is signed, used to determine salespeople’s commissions.
Sales Order by Completed Date:
Recommended for calculating Referral Fees from GP for Sales Commissions.
Sales Order by Date:
Ideal for calculating sales commissions for new customers, new referrals, and existing OC customers.
Key columns include:
SO Reference
Company Name
Opportunity Classification
Opportunity Source
Order Owner (Salesperson)
Order Status
Profit
Opportunity Owner (Salesperson)
Opportunity Creator (Referred by)
Completion Date]
Additional columns for Lease Feature users:
Product Base Category
Service Base Category
Lease Full Profit
Lease Reference
📝 Note: The Opportunity Owner (Salesperson) and Opportunity Creator (Referred by) columns are especially useful if you use the Multiple Opportunity Owners feature in The Layer or use manual calculations. They help determine how commissions can be shared between the salesperson and the person who referred the opportunity.
Stock Reports
Stock Value Report:
Provides stock value at the moment of report generation, based on buy price. Note: Backdating stock values is not possible, so generate this report at the end of the required period for accuracy.
Stock Transfer Audit Report:
Tracks stock transfers within a date range, monitoring movements between sub-companies or warehouses.
Finance Reports
Customer Balance Report by Period (Date):
Presents data on fund balances, including the Hardware Fund (Kit Fund), outstanding invoices, and overall account balance.
All Transactions:
Displays all financial transactions without date restrictions.
Customer Debtors Report:
Lists overdue payments for sales orders, categorised by overdue days (0, 7, 14, 30, 60, 90).
Profit Adjustment Report:
Shows profit adjustments for sales orders and quotations without date limitations.
Why Use Custom Reports?
With these reports, you can:
Track sales performance and commissions.
Monitor stock values and movements.
Analyse financial data to make informed decisions.
With these tools, managing your business in The Layer becomes more straightforward. If you need help, reach out to your administrator. Happy reporting! 😊