Quasar HQ / Reports

Jobs Completed Over Time

Jobs completed

What's Selling

Product	Qty sold	Revenue
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Report Library

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Report Name	Category	Description	Last Run	Actions

Recent Reports

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Scheduled Reports

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About Reports

Team Sales and Operations Performance show live business records. The report library, generation log and scheduled delivery show their source availability separately.

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The selected week range applies to the order totals, the chart and What's Selling. What's Selling counts the lines on orders and quotes in that range, top 25 products by revenue (by quantity where revenue is withheld for your role), and leaves out cancelled and refunded records. Paid order value counts currently paid orders in that period; it is not a total of payments received. Open production orders show the current position.

Jobs by Customer

Customer Performance

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Customer	Jobs Completed	On-Time %	Avg Response	Satisfaction

Top Customers

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Customer Report Library

Customer Summary Report

Overview of customer activity and performance

Customer Job History

Detailed history of jobs by customer

Customer Revenue Report

Revenue breakdown and trends by customer

Customer Satisfaction Report

Satisfaction scores and feedback analysis

About Customer Reports

Customer reports give detailed insight into customer activity, performance and satisfaction to help build stronger relationships and drive growth.

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Per-customer metrics are derived from the shared order book and support cases. Customer records a user cannot see are excluded server-side.

Orders by Channel

How the order reached HQ

Channel	Orders	Total Value
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Orders by Rep

Rep-entered orders only

Sold By	Orders	Total Value
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About Sales Attribution

Channel is stamped once, when the order is created, and is never edited afterward. Sold By is who gets sales credit for a rep-entered order and may be corrected later by a sales manager or admin - a website order always has nobody to credit, so it never appears in the Orders by Rep table, not even as Unattributed.

Order counts are visible to every signed-in user; order value is withheld for a role without company spend visibility.

From

To

Refunds & Credits Register

When	Source	Method / Kind	Amount	Status	Raised By	Authorised By	Order	RMA	Credit Note
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The register combines the order-refund pipeline (HQ-812/813/889) and the legacy RMA money ledger. Figures are never summed across currencies - each currency is shown on its own line, and the totals above cover the whole date range even when the row list below is capped.

From

To

Ship without payment

Approved	Order	Customer	Type	Hold	Owing at approval	Approved by	Reason	Now
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Every named dispatch-hold releaser's approval to ship an order before it was paid, from the audit trail - a revoked approval still shows, marked Revoked. Figures are never summed across currencies, and the totals above cover the whole date range even when the row list below is capped.

Under-declared weight

Where the courier billed on more weight than we declared

Order	SKUs	Declared	Courier	Extra
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By weight band and zone

Weight band	Zone	Orders	Synced	Avg charged	Avg quoted	Avg actual	Avg extra	Avg margin	Margin %	Min	Max
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Freight by order

Order	Carrier / Service	SKUs	Charged	Quoted	Actual	Margin	Margin %	Flags
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One row per order, including all its booked labels. Customer charges are counted once. Actual margin requires complete carrier billing in AUD; saved rates are estimates only. Cancelled bookings are excluded from margin.

Report Name	Report Type	Generated By	Generated On	Status	Delivery Method	Recipients	Actions

About Report Logs

Report logs track the generation, delivery and access of all reports, giving you a complete audit trail for compliance purposes - who generated, viewed and delivered which report and when.

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Report Name	Report Type	Recurrence	Recipients	Next Run	Status	Last Run	Actions

About Scheduled Reports

Scheduled reports are automatically generated and delivered to the selected recipients on the defined schedule. Edit, pause or resume a schedule at any time; each run is recorded in Report Logs.

Learn more about scheduling