Operational Tools

Reports

NextMark’s List Order Processing System (“OPS”) comes bundled with dozens of industry standard reports to help you manage your business more effectively. Plus, you can quickly create your own proprietary reports. The available standard reports include:

  • Account Address List
  • Accounts Financial Status Report
  • Active Campaigns by Salesperson
  • Adjustments Journal by List
  • Adjustments Journal by Owner
  • Adjustments Summary
  • Aged Payables by List Owner
  • Aged Payables by Service Bureau
  • Aged Receivables by Client Account
  • Aged Receivables by List
  • Aged Receivables by Mailer Account
  • AP Cash Flow by PA and Bill
  • AP Summary
  • AR Tax Report
  • Billing (AR) Report by Client
  • Billing (AR) Report by Invoice
  • Billing (AR) Report by List Order
  • Booking Report by Client
  • Booking Report by List
  • Booking Report by List Owner
  • Booking Report by Order Date
  • Booking Report by Profit Center
  • Cash Receipts
  • Clearance Report by Campaign
  • Clearance Report by Client
  • Clearance Report by List
  • Clearance Report by List Owner
  • Clearance Report by Order
  • Clearance Report by Profit Center
  • Exchange Balance Detail
  • Exchange Balance Summary
  • Exchange Summary with Mail Dates
  • Invoice by Client
  • List Activity Detail
  • My Active Accounts
  • My Active Campaigns by Client
  • Order / Ship Comparison by List
  • Order Analysis by Sales Person
  • Order Log
  • Order Quantity Increase / Decrease
  • Orders Not Shipped
  • Orders Not Shipped by List
  • Orders Not Shipped by Salesperson
  • Orders Shipped and Not Invoiced
  • Orders Shipped and Not Invoiced by List Name
  • Orders Shipped and Not Invoiced by Mailer
  • Payments by Check Number
  • Payments by List Owner
  • Payments by Payment Account
  • Quantity Analysis by Client
  • Quantity Analysis by List
  • Quantity Analysis by Mailer
  • Quantity Analysis by Mailer with Invoice
  • Quantity Analysis by Sales Person
  • Quantity Analysis Order Detail by Mailer
  • Receipts by Check Number
  • Receipts by Client Account
  • Receipts by Invoice
  • Receipts by List Owner
  • Receipts by Payment Account
  • Rejections Report by List
  • Sales Activity by Mailer
  • Shipping Status by Campaign
  • Shipping Status by Client
  • Shipping Status by Mail Date
  • Shipping Status by Mailer
  • Shipping Status by Order
  • Shipping Status by Salesperson
  • Usage Comparison

Questions?

Call (603) 643-1307 or email sales@nextmark.com.