Reports
Client Referral Report
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Use this report to show the number of client referrals received. As a breakdown, this report will cover who the referring client was and who was referred. This report can optionally show session and invoice information for the...
Inventory Quantity On-Hand
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. To view a list of the on-hand quantity for all items, go to Reports > Inventory Quantity On-Hand. Note: This report will only show items that are enabled for tracking inventory. See Inventory Workflow for more information. Price List – Select...
Customer Deposit Reconciliation Report
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Use this report to reconcile your Customer Deposit liability account in your accounting software with Spectra/Stratus for cash-basis accounting methods. This report includes outstanding customer deposits that have not been applied to an invoice, as well as...
Saved Reports and Report Subscriptions
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. One of the most critical business tools is having robust reporting options at your fingertips. Stratus already has numerous reports available to provide an analysis of the inner-workings of your business, but most need to be viewed on a...
Account Receivable Aging Report
Last Updated: July 15, 2026The Accounts Receivable Aging Report is available in either a Summary or Detailed format. Summary Report – Provides total amounts not yet due, total amounts past due, and total open balance for each client. Detail Report – Lists the invoice number, date, bill-to name, invoice total, amount paid, open balance, and due date for all invoices with...
Custom Reports
Last Updated: July 15, 2026Training video unavailable. The original video for this topic was not carried over when TechSmith retired the old Screencast (Flash) platform. It can be re-added if a source copy is located. NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Downloading Custom Reports You can download many...
Dashboard Reports
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Use this menu to create a new report, modify an existing one or go directly to a previously saved Dashboard Report. For more information, go to the Dashboard chapter.
Employee Commissions Report
Last Updated: July 15, 2026For information on setting up and reporting on employee commissions, see the Employee Commissions topic. The Employee Commissions Report Go to Reports > Employee Commissions to run the commissions report. Select to run the report by Invoice Filter, Invoice Date, or Posting Date. The Invoice Date is the date the invoice was created. The Posting Date is the date the invoice was locked and sent to your accounting software....
Order Status Report
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Use the Order Status Report to print a list of individual orders and their statuses. The report includes all preproduction or production orders that match a certain criteria. Criteria can be based on all statuses, a single status, or a predefined...
Print Group of Invoices Report
Last Updated: July 15, 2026The Print Group of Invoices feature allows you to print a group of invoices for a predefined filter, an invoice date range, or a past due invoice date range. It will actually print each complete invoice that fits the criteria. The Print Group of Invoices is great if you need to send a reminder to...
Sales Tax Report
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. The Sales Tax Report provides all of the non-taxable and taxable sales, sales tax, shipping costs, and the total for each tax location and tax rate sales tax for the period selected. The report is available as either...
Time Sheet
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. The Time Sheet produces a time clock report and total time for a date range. Go to Reports > Time Sheet Reports Note: You must set the proper permissions in Security Groups to view another employee’s time sheet or to select...
Reports
Last Updated: July 15, 2026Sales Tax Report Accounts Receivable Aging Report Customer Deposit Reconciliation Report Print Group of Invoices Order Status Report Time Sheet Employee Commissions Lists and Labels Clients List and Labels Sessions List and Labels Invoices Lists Payments Lists Payments Pending List Price List Report Organization Reports Organization List (formerly the “High School List”) Organization Session List...