Spruce Software Demo: Reporting
Discover how ECI Spruce reporting tools help businesses turn operational data into actionable insight. This demonstration shows how Spruce supports sales analysis, profitability tracking, transaction review, inventory management, accounts receivable, credit control, and financial reporting.
Watch the video to see how Spruce reporting can help your team make informed decisions, identify opportunities, improve cash flow, and protect profitability.
What You’ll Learn
In this Spruce reporting demonstration, you’ll learn how to:
- Review sales and gross profit performance by day, month, date range, or location
- Compare sales and profitability across different periods
- Analyze invoices and tickets by customer account, item, sales ID, or date range
- Review item quantities, selling prices, costs, and margins
- Search for specific items and transactions within a report
- Identify low-margin sales, price changes, zero-cost sales, and negative-margin transactions
- Use exception reporting to investigate sales activity that may impact profitability
- Monitor inventory using on-hand quantities, inventory turns, min-max levels, and gross margin ROI
- Save report selections for easy reuse
- Review aged receivables, finance charges, last payment information, and job billing details
- Identify accounts that have exceeded their approved credit limits
- Access Balance Sheet, Income Statement, and Trial Balance reports
- Compare current-year and prior-year financial performance
- Customize financial reports and export them to Excel for additional analysis
About the Demonstration
The video begins by showing how to use Spruce Totals reports to review sales and profitability. Users can select a specific day, month, or date range, compare results across locations, and analyze performance trends over time.
Next, the demonstration covers transaction analysis through the Invoice/Ticket Summary report. This report provides detailed information about invoices, including items sold, quantities, prices, costs, and margins. Users can filter the report and search for specific items without printing the entire report.
Spruce exception reporting helps identify sales transactions that may affect profitability. The demonstration highlights reports for low-margin items, price changes, zero-cost sales, and negative-margin transactions. Because transactions are linked to the report, users can investigate exceptions quickly and efficiently.
The video also shows how Spruce supports proactive inventory management. Inventory reports can be filtered using criteria such as on-hand quantity, inventory turns, and gross margin return on investment. Frequently used report selections can be saved for easy access.
For accounts receivable management, Spruce provides aged balance reports that show outstanding balances, aging details, finance charges, last payment amounts, and job billing information. These reports give teams the information they need to support collections and improve cash flow.
The demonstration then reviews credit-limit reporting, which helps identify customer accounts that have exceeded their approved limits. The report includes account balances, credit limits, override passwords, and approval levels to support stronger credit controls.
Finally, the video introduces Spruce financial reporting tools, including the Balance Sheet, Income Statement, and Trial Balance. Users can select from default report versions, use custom templates, compare current and prior-year performance, and export reports to Excel for further customization and analysis.
