NAviteer Reports

Naviteer Reports directly access the SQL database using Microsoft Reporting Services. New reports can be added at the customer request.

All reports can be sent to a variety of outputs including: Word, Excel, PowerPoint, PDF and print.

These reports are shown inside the browser for easy viewing.

Reports with ID starting with P are premium reports with drill through capability.

Report List

Naviteer Reports
Type	SubType	Report Name	Report ID	Date Created
Accounting	Broker	Monthly Broker Commission Matrix	B16	9/14/2022
Accounting	Broker	Monthly Commission Matrix	B17	9/14/2022
Accounting	Commission	Commissions Received By Date Range	B44	7/8/2021
Accounting	Customer	Customer Payment Terms	B36	10/2/2020
Accounting	Customer	Posted Sales By Customer	B34	9/15/2022
Accounting	Customer	Customer List By Type	B40	9/15/2022
Accounting	Principal	Principal List	B20	9/14/2022
Accounting	Principal	Posted Sales By Principal	B35	11/4/2022
Accounting	Receivables	Deposits By Check Number	B6	2/28/2022
Accounting	Receivables	Deposits By Date Range	B33	11/2/2022
Accounting	Sales	Duplicate POs	B54	1/5/2023
Accounting	Vendor	Vendor List	B28	9/15/2022
Contract	Customer	Customer Contract Releases	B8	8/8/2019
Contract	Sales	Active Contracts With Price	B2	9/15/2022
Contract	Sales	Active Contracts	B3	9/15/2022
CRM	Actions	Contact Actions	C1	7/21/2020
CRM	Prospects	Prospects Added Monthly	C2	7/21/2020
CRM	Prospects	Prospects Added drill through	PC2	1/4/2023
Daily	Principal	Appointment Master	B50	11/5/2022
Dashboard	Company	Company Dashboard	B7	11/4/2022
Dashboard	Company	Company Dashboard with drill through	P7	1/4/2023
Dashboard	Customer	Customer Dashboard	B11	9/14/2022
Dashboard	Customer	Customer Dashboard By Type	B41	9/15/2022
Dashboard	Principal	Principal Dashboard	B19	9/14/2022
Sales	Broker	Sales Person/Broker Dashboard	B4	8/15/2019
Sales	Broker	Sales Person (Select) Customer Sales Matrix	B14	9/2/2020
Sales	Broker	Active Broker Sales	B1	9/14/2022
Sales	Broker	Sales Person Sales	B26	9/15/2022
Sales	Broker	Specific Sales Person Sales	B27	9/15/2022
Sales	Broker	Selected Broker Sales	B52	11/5/2022
Sales	Company	Company Sales By Date Range	B38	10/30/2020
Sales	Company	Company Sales	B29	9/15/2022
Sales	Customer	Customer List	B12	8/5/2019
Sales	Customer	Customer Product Sales Matrix	B31	9/2/2020
Sales	Customer	Customer Sales Chart	B15	9/2/2020
Sales	Customer	Customer Sales	B23	9/15/2022
Sales	Customer	Customer Product Sales Matrix 2	B32	11/2/2022
Sales	Customer	Customer Sales Chart with drill through	P55	1/4/2023
Sales	Principal	Principal Product Sales Matrix	B30	9/2/2020
Sales	Principal	Top 10 Principal Sales Chart	B21	9/2/2020
Sales	Principal	Sales By Principal And Customer	B37	10/30/2020
Sales	Principal	Sales For Principal And Customer By Due Date	B39	11/13/2020
Sales	Principal	Orders By Principal And Due Date Range	B47	9/1/2022
Sales	Principal	Principal Sales	B25	9/15/2022
Sales	Principal	Sales Summary By Principal	B45	9/15/2022
Sales	Principal	Orders By Principal, Region And Due Date Range	B49	11/4/2022
Sales	Principal	Orders by Principal Region and Due Date	B51	11/5/2022
Sales	Product	Product (By Vendor) Sales By Customer	B42	3/4/2021
Sales	Product	Product (Selected) Sales By Customer	B43	3/4/2021
Sales	Product	Product Sales Matrix	B22	9/15/2022
Sales	Sales	Principal Contract Releases	B18	9/14/2022
Sales	Sales Person	Sales By Selected Sales Person	B24	7/30/2020
Sales	Sales Person	Broker Sales Yearly Summary	B5	11/4/2022

Naviteer Reports
Category	Report Type	Sub Type	Report Name	Report ID
Brokerage/Commission	Accounting	Broker	Monthly Broker Commission Matrix	B16
Brokerage/Commission	Accounting	Broker	Monthly Commission Matrix	B17
Brokerage/Commission	Accounting	Commission	Commissions Received By Date Range	B44
Company	Sales	Company	Company Sales	B29
Company	Sales	Company	Company Sales By Date Range	B38X
Company	Dashboard	Company	Company Dashboard	B7
Company	Dashboard	Company	Company Dashboard (Premium)	P7
Company	Dashboard	Company	Company Dashboard By Date Range	P8
Contract	Sales	Contract	Principal Contract Releases	B18
Contract	Contract	Sales	Active Contracts With Price	B2
Contract	Contract	Sales	Active Contracts	B3
Contract	Contract	Sales	Customer Contract Summary	B57
Contract	Contract	Sales	Customer Contract Detail	B58
Contract	Contract	Sales	Customer Contract Condensed	B59
Contract	Contract	Customer	Customer Contract Releases	B8
CRM	CRM	Actions	Contact Actions	C1
CRM	CRM	Prospects	Prospects Added Monthly	C2
CRM	CRM	Prospects	Prospect Emails	C3
CRM	CRM	Customer	Sales Forecast	C6
CRM	CRM	Prospects	Prospects Added drill through	PC2
Customer	Dashboard	Sales	Customer Dashboard	B11
Customer	Sales	Customer	Customer List	B12
Customer	Sales	Customer	Customer Sales Chart	B15
Customer	Sales	Customer	Sales By Customer	B23
Customer	Sales	Customer	Customer Product Sales Matrix	B31
Customer	Sales	Customer	Customer Product Sales Matrix	B32
Customer	Accounting	Customer	Posted Sales By Customer	B34
Customer	Accounting	Customer	Customer Payment Terms	B36
Customer	Accounting	Customer	Customer List By Type	B40
Customer	Dashboard	Customer	Customer Dashboard By Type	B41
Customer	Sales	Customer	Customer Sales Chart	B55
Customer	Sales	Customer	Customer Sales Chart 3	P55
Customer	Sales	Customer	Customer Sales Chart with drill through	P55V2
Deposits	Accounting	Receivables	Deposits By Date Range	B33
Deposits	Accounting	Receivables	Deposits By Check Number	B6
Deposits	Accounting	Receivables	Deposits By Deposit Number	B64
Principal/Supplier	Dashboard	Principal	Principal Dashboard	B19
Principal/Supplier	Accounting	Principal	Principal List	B20
Principal/Supplier	Sales	Principal	Top 10 Principal Sales Chart	B21
Principal/Supplier	Sales	Principal	Sales By Principal	B25
Principal/Supplier	Accounting	Vendor	Vendor List	B28
Principal/Supplier	Accounting	Principal	Posted Sales By Principal	B35
Principal/Supplier	Sales	Principal	Sales By Principal And Customer	B37
Principal/Supplier	Sales	Principal	Sales For Principal And Customer By Due Date	B39
Principal/Supplier	Sales	Principal	Sales Summary By Principal	B45
Principal/Supplier	Sales	Principal	Orders By Principal And Due Date Range	B47
Principal/Supplier	Sales	Principal	Orders By Principal, Region And Due Date Range	B49
Product	Sales	Product	Product Sales Matrix	B22
Product	Sales	Product	Product (By Vendor) Sales By Customer	B42
Product	Sales	Product	Product (Selected) Sales By Customer	B43
Sales Person/Broker	Sales	Broker	Active Broker Sales	B1
Sales Person/Broker	Sales	Broker	Sales Person Customer Sales Matrix	B13
Sales Person/Broker	Sales	Broker	Sales Person (Select) Customer Sales Matrix	B14
Sales Person/Broker	Sales	Sales Person	Sales By Selected Sales Person	B24
Sales Person/Broker	Sales	Broker	Sales By Sales Person	B26
Sales Person/Broker	Sales	Broker	Sales By Specific Sales Person	B27
Sales Person/Broker	Sales	Dashboard	Broker Sales Dashboard	B4
Sales Person/Broker	Sales	Sales Person	Broker Sales Yearly Summary	B5
Sales Person/Broker	Sales	Broker	Selected Broker Sales	B52