Customer Backlog report

The Customer Backlog report shows items that your customers have ordered that have not yet shipped. Use the search settings in this report to find backlogged items in as broad or narrow a focus as you want:

  • Broad focus: all backlogged items to all customers
  • Narrow focus: within the last quarter, items above $2000 that are more than 30 days overdue for shipping to customers in New York

Who typically needs this report?

  • Warehouse and other fulfillment personnel who need to track items that have been ordered but not yet shipped. To view all outstanding items, run this report without setting any filters.
  • Warehouse and other fulfillment personnel who need to track items that have been ordered but not yet shipped. To view all outstanding items, run this report without setting any filters.

To generate this report, go to Order Entry > All > Reports > Backlog.

The backlog report shows items that have not yet shipped. For transactions to appear in this report, your sales order transaction definitions need to be configured in the following way:

  • Template type = Order

  • Workflow category = Order

  • Inventory Control

    • Inventory total = ONHOLD

    • Maintain = Quantity

    • Add or subtract = ADD

Subscription

Order Entry
User type

Business, Employee, Warehouse, Approval, CRM
Permissions

Customer backlog: Run

View a monthly report

  1. On the report settings page, select View.

    The report displays all results for the default reporting period.

  2. To refine the report, select Customize.

Customize and run

Before running the report, you can select the time period what you want included in the report. You can also specify how you want the report to appear.

If you don't select any data entry boxes or specify any search options, the report may take a long time to run and return results that's too large to be useful.
  1. Select the reporting period from the dropdown menu, or enter the desired start and end dates.  If you don't specify a reporting period, the system generates a report for the current month to date.
    You can specify either the reporting period or the start and end dates, but not both.
  2. Set the filters for the desired data results.  
    Filters allow you to include or exclude specific types of data in the report.   In general, it is recommended to set filters to achieve to get fewer and more precise results.
  3. Format the report.  
    Options vary from report to report. Generally, you can set the report layout and arrange how to group and display the data.
  4. Type a title, subtitle, and footer text for your report.
  5. View or generate the graph in your choice of formats: run, view, process, memorize, export, or add the report to a dashboard.
How to work with reports
To: Select:

View the report now, in your browser.

View

Display the report in PDF format so you can print it or save it to your local drive.

Print

Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV (comma-separated value), and Text. Reports can be stored:

  • In Intacct
  • In the My stored reports list
  • Delivered to a cloud storage location, such as Dropbox

Learn more about processing and storing reports.

Process and store

Add the report to your dashboard.

Add to dashboard

Memorize (that is, save) the report in the Memorized reports list so that later you can refer back to it or modify and re-run it.

You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.

Memorize

Export the report to a separate file that you can then distribute or save to your local drive.  Available file formats vary among reports.

Export

After you run a report, you can either email it to others or return to the Report Settings page to refine the results.

Share and refine reports
After running the report, to... Select

Email the report to others.

Email

Return to the main report page and refine the report further.

Customize

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

In the Time period section, do one of the following:

  • Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
  • Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Sage Intacct generates your report based on the start and end dates. It ignores the As of date.

The following table describes the fields in the Time period section.

Field Description

Reporting period

These periods are relative to the As of date.

All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.

As of date

The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.

Start date

Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.

End date

Leave the End date blank to include all information from the start date up to today.

Prompt on run

Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want.

  1. Select Item ID or UPC code to select how to list the items in the report.
  2. To filter the items that are displayed in the report, do one of the following:
    • Use the From item and To item dropdown lists or the From UPC and To UPC dropdown lists to select a range of items to display. Use the set of fields that correspond to what you chose to report on.
    • Use the Operator and Values fields to select the items to display.

    All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

    To run this report for a single object:

    1. From the From dropdown list, select the object you want.
    2. From the To dropdown list, select the same object.

    To run this report for a specific range of objects:

    1. From the From dropdown list, select the object that you want at the beginning of the range.
    2. From the To dropdown list, select the object that you want at the end of the range.

    To run this report for all objects:

    Leave both fields blank.

    If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

    An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

  3. Set the report to show results per customer.
  4. Set the report to show results based on one of several pre-defined criteria. To do this:
    1. Select the filter criterion from the Min and max values apply to dropdown:
      • Order price
      • No. days to ship date
      • Order number
    2. Enter a Minimum value, a Maximum value, or both:

      For example, to report on all items that took between 30 and 60 days to ship to the buyer, set these 3 fields as follows:

      • Min and max values apply to: Select No. days to ship date
      • Minimum value: Enter 30.
      • Maximum value: Enter 60.

  5. If you are a multi-currency company, you can filter transactions based on a specific currency. (This field is visible only in a multi-currency environment).  From the Transaction currency dropdown list, select the currency you want the report to show.  If you do not select a currency, the report includes transactions in your base currency.

  6. In a multi-entity environment, you can filter by location, department, or both.

    1. To filter the report by geographic location, either enter the name of the region, country, state or territory, or city in the Location dropdown list. Or, select the location from the list.

      Enter or select a location if you want to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.

    2. To filter the report by department within the company, enter the name of the department in the Department dropdown list. Or, select the department from the list.

    3. If you want the report to cover certain locations regardless of what's selected in the Location dropdown list, use the Show for dropdown list to select the locations for the report:

      • All locations: To include data for all locations regardless of the entity that you're currently using.
      • This location: To include data only for the entity that you're currently using.
      • Child locations: To include data only for the locations that are child locations of your current entity. For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

The following table describes each item in the Filters section of this report settings page:

Filter field Notes Limitations

Report on

Enables you to tell the report whether to list items by their IDs or their UPC codes.

All items have IDs, but not all items have UPC codes.

From item, To item

Enables you to get data only for the range you specify, by item name or number, such as items from A to F, or item numbers 3100 to 5000.

You can enter data in these fields or the From item and To item fields, but not both.

Operator, Value

Select the dropdown list and select the operator. Then enter the value in the Values field.

You can enter data in these fields or the From item and To item fields, but not both.

From UPC, To UPC

Enables you to get data only for that range of items you specify, by item UPC code.

You can enter data in these fields or the From item and To item fields, but not both.

Operator, Value

Select the dropdown list and select the operator. Then enter the value in the Values field.

You can enter data in these fields or the From item and To item fields, but not both.

From customer, To customer

Enables you to get data only for the range you specify for a particular customer or range of customers.

 

Minimum value, Maximum value

Enables you to get data only for that range of items you specify, based on the criterion you select in the Min and max values apply to box.

Minimum value: 20 character limit, including spaces

Maximum Value: 20 character limit, including spaces

Min and max values apply to

Represents the criterion that Minimum value and Maximum value apply to:

  • Order price

  • No. days to ship date

  • Order number

 

Sort results

Use the Format section to arrange the list of results in alphabetical or numerical order in the report, based on the criterion you set here.

Select the Sort By dropdown list, and then select the sort order you want.

  • The abbreviation "desc" after an option means "Descending order", reverse alphabetical or reverse numerical order.
Format field Notes

Sort by

Ship date is the default sort order.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

  1. Enter the title in the Report title 1 field.
    • This title displays in large type at the top of the page, directly under your company name.
    • You can type over any default name that Sage Intacct might have populated in this field.  
  2. Enter the subtitle in the Report title 2 field.
    • The subtitle displays in smaller type, directly beneath the main title.
  3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.

You can use up to 80 characters, including spaces, in each title, subtitle, and footer.