Module Index

Reports — Screens

226 screens documented from the authenticated OfficeGest demo.

← All modules · Coverage dashboard

ScreenPathActionsFieldsTables
Prospects /relatorios/entidades/prospect2552
Customers /relatorios/entidades/clientes3895
Suppliers /relatorios/entidades/fornecedores2282
Employees /relatorios/entidades/empregados2382
Business /relatorios/entidades/comerciais2232
Contacts /relatorios/entidades/contactos2472
GDPR /relatorios/entidades/gdpr2408
Valued by families /relatorios/stocks/inventario/valorifam2482
Inventory on a date /relatorios/stocks/inventario/pordata2665
Movements for articles /relatorios/stocks/movimiento/ccartigo2708
Lot / Item /relatorios/stocks/lotes/artigo2238
By Dates /relatorios/stocks/lotes/datas1138
Lot Component /relatorios/stocks/lotes/componente2188
Lots with Expiration /relatorios/stocks/lotes/validade_expirar2228
Extract article /relatorios/stocks/extratoccartigo3758
Current stock /relatorios/stocks/stockactual3752
Articles missing /relatorios/stocks/artigosfalta2325
Below Minimum Stock /relatorios/stocks/abajostockmin2382
Stock up maximum /relatorios/stocks/encimastockmax2262
Catalogue of Products /relatorios/stocks/catalogoproductos2392
Products with Price table /relatorios/stocks/tablaprecios2558
Recountings /relatorios/stocks/recontagens2308
Complementary articles /relatorios/stocks/artigocompl1162
Cálculo Necessidades /relatorios/stocks/calculonecessidades917716
Invoices that have passed the payment deadline /relatorios/sitcliente/factultraprazo2388
Obligations accumulated /relatorios/sitcliente/acumdividas27414
Antique Map of Sales /relatorios/sitcliente/mapaantsaldo2485
Above the Ceiling /relatorios/sitcliente/acimaplaf2102
Backlog Orders /relatorios/sitcliente/encompend2208
Shipping Docs without Invoice /relatorios/sitcliente/guiasnaofact2168
Current account statement /relatorios/sitcliente/extratocc3278
Balances on a date /relatorios/sitcliente/saldosdata2275
Pending solicitao Charter /relatorios/sitcliente/solicitpend3445
Balance commercial management /relatorios/sitcliente/balancetegc4277
IRS statement /relatorios/sitcliente/irsdeclaration3186
General Documents /relatorios/vendas/geraldocs51198
Listing of customer activity /relatorios/vendas/activclientes2502
Articles by document /relatorios/vendas/artigospordocumento51258
Average term /relatorios/vendas/prazomedio2228
Pending (Monthly) /relatorios/vendas/pendentesmensal2258
Ive by Document /relatorios/vendas/ivaspordocumento2288
Earnings per document /relatorios/vendas/lucrodocumento3768
Map of VAT /relatorios/vendas/mapaiva2428
Map of VAT for families /relatorios/vendas/mapaivafam2308
Retentions map /relatorios/vendas/mapareten2265
Map exemptions /relatorios/vendas/mapaisencao2268
Recapitulative /relatorios/vendas/recapitulativo2235
Sales by country /relatorios/vendas/vendaspais3358
State Orders / Budgets /relatorios/vendas/estadodocs1639
Articles on orders /relatorios/vendas/artenc2468
Search extra fields /relatorios/vendas/extrafields1192
List of outstanding items /relatorios/vendas/artigospendentes517110
Best Sellers /relatorios/vendas/artmaisvendidos2468
Sales by Article /relatorios/vendas/porartigo37111
Sales by family /relatorios/vendas/listaporfamilias2528
Activity listing of articles /relatorios/vendas/activartigos2201
Quantity checking /relatorios/vendas/validateqtys2448
Batch sales /relatorios/vendas/porlote2608
Discounts per article /relatorios/vendas/descontosporartigo2638
Reasons Credit Notes /relatorios/vendas/motivosnc2528
Open advances /relatorios/vendas/adientamentosabertos2348
History REF_MB /relatorios/vendas/historicorefmb1242
List Box /relatorios/financeiros/listcaixa3208
Cash Flow /relatorios/financeiros/movimcaixa246
Management of cash flows /relatorios/financeiros/fluxocaixa2648
Financial forecast /relatorios/financeiros/previsaofinanceira2262
Discounts Receipts / Payments /relatorios/financeiros/descontosrecpag2308
Receipts / Payments Map /relatorios/financeiros/maparecpag2268
Items purchased outside the National Market /relatorios/intrastat/artigoscompradosforapais1195
General Documents /relatorios/compras/geraldocs2517
Obligations accumulated /relatorios/compras/acumdividas25814
Articles by document /relatorios/compras/artigospordocumento51128
Payment Method /relatorios/compras/modospag2298
Map of VAT /relatorios/compras/mapaiva2365
Retentions map /relatorios/compras/mapareten2308
Purchases by country /relatorios/compras/compraspais2358
Recapitulative /relatorios/compras/recapitulativo2235
Balances on a date /relatorios/compras/saldosdata2245
Antique Map of Sales /relatorios/compras/mapaantsaldo2395
Current account statement /relatorios/compras/extratocc2305
Payments /relatorios/compras/pagamentos2328
Shopping by article /relatorios/compras/porartigo2408
Shopping by family /relatorios/compras/listaporfamilias2488
List of outstanding items /relatorios/compras/artigospendentes2392
Values per lot /relatorios/compras/valoreslote2348
Balance commercial management /relatorios/compras/balancetegc3277
Imputao cost /relatorios/compras/imputcustos3368
Quantity checking /relatorios/compras/validateqtys2448
Pending (Monthly) /relatorios/compras/pendentesmensal2218
Rappel /relatorios/compras/rappel2328
Open advances /relatorios/compras/adientamentosabertos2348
Withholding tax declaration /relatorios/compras/declaracaoretencaofonte2202
Balance analytical /relatorios/contabilidade/balancetes/bgeral3422
Ledger Balance Sheet /relatorios/contabilidade/balancetes/brazao4402
Taxonomy Trial Balance /relatorios/contabilidade/balancetes/btaxo3362
Account Extract /relatorios/contabilidade/extractos/econta3492
Diary Extract /relatorios/contabilidade/extractos/ediario210612
Balance /relatorios/contabilidade/balanco52001
Results report /relatorios/contabilidade/demonstracaonat51581
Cost Centers /relatorios/contabilidade/centroscusto2458
Account Plan /relatorios/contabilidade/planocontas2232
Account status map /relatorios/contabilidade/mapaestadoconta2222
Maps /relatorios/contabilidade/mapas7182
Analytical maps /relatorios/contabilidade/mapasanaliticos6152
Log releases /relatorios/contabilidade/contablanclog23310
IRS settlement map /relatorios/rhumanos/mapaliqirs2272
Monthly Remuneration Statement /relatorios/rhumanos/declaracaomr3292
Remuneration statement /relatorios/rhumanos/declaracaorss2382
Worked hours /relatorios/rhumanos/horastrabalhadas2168
Single Report /relatorios/rhumanos/relatoriounico240
Guide Social Security payment /relatorios/rhumanos/pagamentossocial260
Vacation map /relatorios/rhumanos/ferias2166
Map link to accounting /relatorios/rhumanos/mapaligcontabilidade2142
Conference map FCT/FGCT /relatorios/rhumanos/mapaconferencia2142
IRS statement /relatorios/rhumanos/declaracaoirs3100
Insurance company /relatorios/rhumanos/compseguros350
Maturity list /relatorios/rhumanos/listavencimentos2328
List of salaries by employee /relatorios/rhumanos/listavencimentoscolab3133
Vacation sheet /relatorios/rhumanos/folhaferias3311
Map of Employees /relatorios/rhumanos/mapacolaboradores2262
Union Map /relatorios/rhumanos/mapasindicatos2222
Extract account movements /relatorios/bancos/extratobanc2448
Current account box /relatorios/bancos/cccaixa2428
Balances /relatorios/bancos/saldos1222
Bank expenses /relatorios/bancos/despesas26410
Cash expenses /relatorios/bancos/despesascaixa25810
Cash Diary /relatorios/poscaixa/diariocaixa340
List Box /relatorios/poscaixa/listcaixa3158
List cash movements /relatorios/poscaixa/listmovcaixa340
Cash /relatorios/poscaixa/caixa2225
Cars /relatorios/oficinas/viaturas120
Workshop visits /relatorios/oficinas/visitofic120
Orders of service /relatorios/oficinas/ordenserv120
Report Time /relatorios/oficinas/ostempos120
Hours per technician /relatorios/oficinas/horaviatura120
Hours per vehicle /relatorios/oficinas/horaveiculo120
Time per intervention per technician /relatorios/oficinas/tarefasmecanicos120
Claims for dates /relatorios/oficinas/sinistdata120
Claims by customers /relatorios/oficinas/sinistcliente120
Cars in the park /relatorios/oficinas/viaturasparque120
Articles in service orders scheduled /relatorios/oficinas/artagendados120
Forthcoming Inspections /relatorios/oficinas/inspecciones120
Surveys /relatorios/oficinas/prospeccoes120
Transactions by payer (Articles / Extra items) /relatorios/oficinas/operacoesentidade120
Average age by brands /relatorios/oficinas/mediapormarca120
Edad of repaired cars /relatorios/oficinas/porviatura120
Average kms by vehicle /relatorios/oficinas/kmsporviatura120
Average kms by brand /relatorios/oficinas/kmspormarca120
Interventions by brand /relatorios/oficinas/marcasmaisintervencionadas120
Interventions by model /relatorios/oficinas/modelosmaisintervencionadas120
Types of Interventions /relatorios/oficinas/servicointervencao120
Maintenance notices /relatorios/oficinas/manutencao120
Articles in order of service /relatorios/oficinas/artigosordemserv120
Items in Purchasing /relatorios/oficinas/artigosemcompras120
Margins per Order Service /relatorios/oficinas/margensordemserv120
Checklist /relatorios/oficinas/checklist120
Tags /relatorios/oficinas/marcacoes120
Workforce targets per employee /relatorios/oficinas/objectivos120
Extra Articles Log /relatorios/oficinas/logartigosextra120
Plates /relatorios/oficinas/matriculas120
Official Summary Report (Monthly) /relatorios/oficinas/resumooficinal120
Service order profitability /relatorios/oficinas/rentabilidade_osv120
Order history /relatorios/oficinas/historico_encomendas120
Attendances /relatorios/oficinas/presences120
Cars On Stock /relatorios/stand/viaturas120
Sales Processes /relatorios/stand/processos120
Credits Automobile /relatorios/stand/creditos120
Goals /relatorios/stand/objetivos120
Analysis Sales /relatorios/stand/vendas120
Costs After sales /relatorios/stand/custos120
IUC /relatorios/stand/iuc120
Budgets to Customers /relatorios/crm/orcamentocliente2358
Map Commissions /relatorios/crm/mapacomissoes18814
Map commissions by type of commission /relatorios/crm/mapacomissoestipo23714
Sales campaign analysis /relatorios/crm/analcampanha2298
Bargain sales opportunity analysis /relatorios/crm/analoportneg2598
Business Opp. for Phase /relatorios/crm/oportnegfase2615
Sales activity analysis /relatorios/crm/analvend2328
Clients by Seller /relatorios/crm/clientevend2278
Profit per Seller / Customer /relatorios/crm/lucrovend2318
Sales by salesperson /relatorios/crm/vendasvendedor2248
Articles by Seller /relatorios/crm/artigosporcomercial2287
Tags ⚠️ /relatorios/crm/marcacoes5608
Best customers /relatorios/crm/bestcustomers2378
Average order statuses /relatorios/crm/mediaestadowne2258
Probability Sale /relatorios/crm/probabilidadevenda2422
Notes /relatorios/crm/notas2448
Activity Reports /relatorios/crm/activcolaborador2268
Sales targets per employee /relatorios/crm/objvendacolaborador3222
Works /relatorios/mms/works120
Times /relatorios/mms/times120
Contracts /relatorios/contratos/contratos2268
Assistance contracts /relatorios/contratos/assistencias3398
Interventions /relatorios/contratos/intervencoes3258
Clients per Room /relatorios/ginasio/clisalas120
Entry /relatorios/ginasio/entradas120
Direct Debit List /relatorios/ginasio/listdd120
Entries/Client /relatorios/ginasio/entclientes120
Graphics Evolution /relatorios/ginasio/graphevol120
Subscriptions /relatorios/subscricoes/subscricoes2568
Customers Direct Debit /relatorios/sepa/debitos1392
General Tickets /relatorios/tickets/generaltickets3448
No reply /relatorios/tickets/list_tickets2388
Report Time /relatorios/tickets/tempos3438
Notes /relatorios/tickets/notes34611
Data query /relatorios/dms/dataquery28018
Accounting accounts /relatorios/imobilizado/accounting_accounts3362
Financial Summary /relatorios/pwm/financialreport120
Human Resources /relatorios/pwm/humanresources120
Profitability per task /relatorios/pwm/profitabilitypertask120
Financial management of works /relatorios/pwm/financialmanagement120
Handling /relatorios/ams/handling120
Passenger Assistance /relatorios/ams/concierge120
Flight Planning /relatorios/ams/flightsupportservices120
Cards /relatorios/fidelizacao/cartoes2258
Report Recebimentos /relatorios/personalizados/report/MQ==5221
lt /relatorios/personalizados/report/NA==4131
Lista CCP /relatorios/personalizados/report/Ng==5161
Clientes - Campos Extr /relatorios/personalizados/report/Nw==4111
teste /relatorios/personalizados/report/OA==4111
Automatic /relatorios/automaticos31420
Statistics /relatorios/estadisticas110336
daily summary /relatorios/resumo_diario411037
Detailed Report /relatorios/relatorio_detalhado47940
Sent emails /relatorios/relatorio_email3338
SMS Sent /relatorios/relatorio_sms2188