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Product Name: Reporting to the Max

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Page 1: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Product Name: Reporting to the Max

Page 2: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar Mtn Software users of versions 7 through 10 including the Fund and Point of Sale versions

Page 3: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Report-specific features are outlined by module and followed by a sample of Cougar Mountain’s standard layout compared to the enhanced layout

Page 4: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Features:

• New Key Fields (marked in red)

• New Totals, Subtotals, and Percentages (marked in red)

• Viewer-Friendly Layout- Larger fonts plus bolding/underlining- Fewer lines per record- Use of boxes to draw attention

Page 5: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Benefits:

• Quickly find errors to help avoid future problems

• Easier to train staff

• Certain reports designed for use by upper management to assist in taking corrective or strategic action

Page 6: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

AccountsPayable

Accounts Receivable

Bank Reconciliation

General Ledger

Inventory Order Entry

Payroll Point of Sale Purchase Order

CMS to the Max

Page 7: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - AP

Page 8: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

03c. AP Aging(Summary)

• New FieldsAge DateInvoice Aging FieldsReport Revision DateReport ID and Record Count

• New TotalsGrand Total

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font Size

Page 9: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard Layout:

Page 10: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 11: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Layout:

Page 12: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 13: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

03d. AP Aging(Single Line)

• New FieldsPercentages

• New TotalsAging each Period

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font SizeClean Row Alignment

Page 14: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 15: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 16: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max -AR

Page 17: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

01. AR Quick Customer List

• New FieldsFax NumberContact NameLast Date PaidSalesperson, Tax & Collection CodesTerms & Customer Type Codes

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font Size

Page 18: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 19: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 20: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

06b. AR Aging(Condensed)

• New FieldsAge date and Invoice AgingRunning TotalsReport Revision DateReport ID and Record Count

• New TotalsAging each Customer

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font SizeClean Row Alignment

Page 21: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 22: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 23: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

06c. AR Aging(Summary)

• New FieldsHigh Credit InformationRunning TotalsReport Revision Date & Report IDRecord Count

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a Box

• Sorted by Outstanding Amount

Page 24: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 25: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 26: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

06d. AR Aging(Single Line)

• New FieldsPercentages & Running TotalsHigh Credit Credit LimitDate of Last Payment

• New TotalsAging each Period

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font Size

Page 27: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 28: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 29: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

07. AR Date Invoice Payment Report(Summary)

• New FieldsCredit Limit & High CreditTerms & Salesperson CodesLast Payment DateCollection CodeReport Revision DateReport ID and Record Count

• New TotalsRunning Totals

Page 30: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 31: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 32: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

08c. AR History Payment to Invoice

• New FieldsCredit LimitTerms CodeAR CodeDiscount CodeCollection CodeReport Revision DateReport ID and Record Count

• New TotalsBy CustomerNumber of Days PaidReport

Page 33: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 34: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 35: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - BR

Page 36: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

02a. BR Missing Check(All Checks)

• New FieldsRunning TotalsReport Revision DateReport ID and Record Count

• New ViewMissing Checks Information HighlightedImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font SizeClean Row Alignment

Page 37: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 38: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 39: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - GL

Page 40: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

02. GL Audit Trail

• New FieldsReport Revision DateReport ID and Record Count

• New TotalsRunning Totals

Page 41: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 42: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 43: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

04b. GL Balance Sheet (Comparative)

• New Fields Report Revision DateReport ID and Record Count

• New ViewCleans up Blank LinesMoves Run Date to Page BottomProfessionally Presented Framed in a Border

Page 44: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 45: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

05a. GL Income Statement(Profit & Loss)

• New FieldsReport Revision DateReport ID and Record Count

• New ViewCleans up Blank LinesMoves Run Date to Page BottomProfessionally Presented Framed in a Border

Page 46: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 47: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

05a. GL Income Statement (Advanced P&L)

• New FieldsReport Revision DateReport ID and Record Count

• New ViewCleans up Blank LinesMoves Run Date to Page BottomProfessionally Presented Framed in a Border

Page 48: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 49: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

09a. GL Reprint Posting(No Detail)

• New FieldsDollar Amount of Out of Balance

PostingsReport Revision DateReport ID and Record Count

• New TotalsCumulative Out of Balance Postings

Page 50: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 51: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - IN

Page 52: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

07. IN Stock Value

• New FieldsDefault VendorDate Last SoldDate Last PurchasedReport Revision DateReport ID and Record Count

• New TotalsSubtotals on Negative Value, Zero, and Positive Value

Page 53: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 54: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 55: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

08. IN Under Stock

• New FieldsDefault VendorDate Last SoldDate Last PurchasedReport Revision DateReport ID and Record Count

• New GroupingItems with negative inventory put on top

Page 56: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 57: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 58: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

13. IN Movement

• New FieldsMin/ Max QuantitiesDefault VendorReport Revision DateReport ID and Record Count

Page 59: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 60: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 61: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - OE

Page 62: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

06s. OE History Report(Summary)

• New FieldsAverage PriceSalesperson CodeTax CodeInventory TypeInventory Department

Page 63: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 64: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 65: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

10a. OE Sales Tax (Detailed)

• New TotalsSuppressed Zero Totals on Tax Codes 4-

9

Page 66: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 67: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 68: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

10c. OE Profit Margin (Condensed)

• New FieldsSalesperson Code

• New ViewImportant Information Moved to HeaderTotals Highlighted Within a BoxLarger Font SizeClean Row Alignment

Page 69: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 70: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 71: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

10s. OE Profit Margin (Summary)

• New TotalsItems With No Cost AddedPrimary Sort Subtotals Option in Condensed Report

Page 72: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 73: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 74: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max-PS

Page 75: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

10s. PS Profit Margin (Summary)

• New TotalsItems With No Cost AddedPrimary Sort Subtotals Option in Condensed Report

Page 76: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 77: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 78: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - PO

Page 79: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

02b. PO Late

• New FieldsOriginal P.O. Quantity

Page 80: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 81: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 82: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

03a. PO Vendor Performance(by Vendor)

• New ViewNumber of Days LatePercentages AddedReport Revision DateReport ID and Record Count

• New TotalsSubtotal on Quantity

Page 83: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 84: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 85: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

04a. PO History(Summary)

• New FieldsReport Revision DateReport ID and Record Count

Page 86: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 87: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 88: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

CMS to the Max - PR

Page 89: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

01. PR Quick Employee List

• New FieldsDate HiredDate TerminatedVacation CodeSick Code

Page 90: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 91: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 92: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

08. PR Employee History

• Format completely redoneEliminate lookup numbersEliminate complex header

• New TotalsGross WagesEmployee & Employer Taxes

• New GroupingsFederal, State & Local Taxes

Page 93: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

d Version

Page 94: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

09. PR Employee Leave

•New FieldHire Date

•New ViewReduces Extraneous Detail LinesImportant Information Moved to HeaderTotals Highlighted

Page 95: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 96: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 97: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

10. PR EFTPS(Print Detail)

• New FieldsState Taxes

• New TotalsEmployee Number

Page 98: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Standard CMS Report

Page 99: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

Enhanced Version

Page 100: Product Name: Reporting to the Max. The following presentation demonstrates the features and benefits of an enhanced reports available for the Cougar

How to purchase these reportsor order custom report

Contact your local Cougar Mtn Business Partner

Go to our websitereportingtothemax.com

Email us at:[email protected]

Call us at (714) 228-5444


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