Midnight Stock Reports Follow

This article provides an overview of the stock reports available in each section of the Midnight Reports module.
 

Accounting Reports

The Accounting Reports folder contains 28 reports focused on Midnight's accounting and invoicing functions. These reports provide visibility into accounts receivable, invoicing activity, customer balances, payment history, and other key financial processes within the system.

Accounting Reports

  1. Accounting: Click Reconciliation Report – Compares recorded click charges against device meter readings to identify billing discrepancies.
  2. Accounting: Commission Report – Displays sales commissions earned based on commissionable services for paid orders.
  3. Accounting: Daily Report – Provides a summary of daily accounting activity, including deposit records, payments, GLID breakdown, closed orders, sales tax summary, new orders, and new estimates.
  4. Accounting: GLID Totals Report – Summarizes transactions by General Ledger ID (GLID) for accounting reconciliation and export.
  5. Accounting: Orders Paid by Sales Rep Report – Lists paid orders grouped by sales representative.
  6. Accounting: Orders Report (Paid) – Displays orders that have been fully paid.
  7. Accounting: Orders Report (Unpaid) – Displays orders with outstanding balances.
  8. Accounting: Orders To Be Invoiced Report – Identifies orders with a ship date that have not yet been invoiced.
  9. Accounting: Shipment Reconciliation Report – Reconciles shipment records against billing information to ensure accuracy.
  10. Accounting: Tax Jurisdiction Report – Summarizes sales tax collected by tax jurisdiction.

Accounts Receivable (AR) Reports

  1. AR: Aging Report – Shows outstanding customer balances categorized by age (Current, 30, 60, 90+ days).
  2. AR: Customer Statement – Customer-facing statement that provides a statement of unpaid orders, payments, and balances for a specific customer.
  3. AR: Days Sales Outstanding Report – Lists the number of days past the due date that it took to collect receivables.
  4. AR: Export by Date Range Report – Lists Accounts Receivable transactions that have been exported from Midnight within a specified date range.
  5. AR: Payments by Date Range Report – Lists customer payments received within a specified date range.

Invoicing Reports (Invoicing Enabled Customers Only)

  1. Invoicing: Aging Report – Shows outstanding customer balances categorized by age (Current, 30, 60, 90+ days).
  2. Invoicing: All Invoices Report – Lists all invoices within the selected criteria, regardless of payment status. Please note: A gap in invoice numbers means an invoice # was generated, but creation of the invoice was cancelled.
  3. Invoicing: Customer Invoice History – Provides a historical view of invoices issued to a specific customer within a specified date range.
  4. Invoicing: Customer Statement – Customer-facing statement that provides a statement of unpaid invoices, payments, and balances for a specific customer.
  5. Invoicing: Deposit Request (Postage) Status Report – Tracks the status of postage deposit requests and available balances.
  6. Invoicing: Export by Date Range Report – Lists Accounts Receivable transactions that have been exported from Midnight within a specified date range.
  7. Invoicing: GLID Totals Report – Summarizes invoice amounts by General Ledger ID (GLID).
  8. Invoicing: Invoices (Paid) by Sales Rep Report – Lists paid invoices grouped by sales representative.
  9. Invoicing: Invoices (Paid) Report – Displays invoices that have been paid in full.
  10. Invoicing: Invoices (Past Due) Report – Identifies invoices that are overdue based on payment terms.
  11. Invoicing: Invoices (Unpaid) Report – Lists invoices with remaining outstanding balances.
  12. Invoicing: Tax Jurisdiction Report – Summarizes taxable sales and tax amounts by jurisdiction.
  13. Invoicing: To Be Invoiced Report – Identifies orders with a ship date that have not yet been invoiced.

CRM Reports

There are 8 CRM reports in Midnight providing visibility into both your customer and prospect databases, helping you manage relationships, monitor sales activity, and support business growth. Maintaining separate customer and prospect records allows for more targeted marketing efforts, ensuring existing customers receive customer-focused communications while prospects can be nurtured through dedicated sales and marketing campaigns.

  1. CRM: Completed Activities Report – Lists completed CRM activities, such as calls, emails, meetings, and follow-up tasks, within the selected criteria.
  2. CRM: Pending Activities Report – Displays open or incomplete CRM activities that require follow-up or action.
  3. Customer: Details Report – Provides detailed information for customer accounts, including company information, contact details, assigned sales representatives, and account settings.
  4. Customer: Details with History Items Report – Includes detailed customer information along with historical CRM activity records and interactions.
  5. Customer: Details with Pending Items Report – Displays customer account details together with any outstanding CRM activities, reminders, or follow-up items.
  6. Customer: Shipping Locations Report – Lists customer shipping locations and delivery addresses maintained within the system.
  7. Customer: New by Create Date Report – Lists customers added to the system within a selected date range.
  8. Customer: Shipping Locations Report – Provides a list of shipping locations associated with each customer account.

Customer List Reports

There are 11 Customer List reports in Midnight providing visibility into both your customer and prospect databases, helping you manage relationships, monitor sales activity, and support business growth. Maintaining separate customer and prospect records allows for more targeted marketing efforts, ensuring existing customers receive customer-focused communications while prospects can be nurtured through dedicated sales and marketing campaigns.

  1. Customer: List (Active Only) Report – Displays all active customer accounts currently being serviced.
  2. Customer: List (Active Only) with Contacts Report (Export) – Exports active customer records along with associated contact information.
  3. Customer: List by Sales Rep Report – Groups customers by assigned sales representative.
  4. Customer: List Export – Exports customer account data for use in spreadsheets, imports, or external reporting.
  5. Customer: List Report – Provides a complete list of customer records regardless of status.
  6. Customer: List with Contacts Report – Displays customer records (active and inactive) along with associated contact information.
  7. Customer: List with Contacts Report (Export) – Exports customer and contact information for external use.

Prospect Reports

  1. Prospect: List by Sales Rep Report – Groups prospect records by assigned sales representative.
  2. Prospect: List Report – Provides a complete list of prospect records in the CRM.
  3. Prospect: List with Contacts Report – Displays prospect records along with their associated contacts.
  4. Prospect: List with Contacts Report (Export) – Exports prospect and contact information for further analysis or external use.

DJB Reports

There are 3 reports in the DJB (Dynamic Job Board) Reports folder providing visibility into production schedules, job progress, and task workloads across the shop floor. 

  1. DJB: Machine Schedule by Department Report – Displays scheduled work by machine and department, helping production teams review workloads, machine utilization, and upcoming production activity.
  2. DJB: Overview by Due Date Report – Provides a summary of jobs organized by due date, allowing teams to identify upcoming deadlines and prioritize production accordingly.
  3. DJB: Task View by Task Start Report – Displays production tasks based on their scheduled start dates, helping departments plan resources and monitor upcoming work assignments.

Employee Reports

There are 19 reports in the Employee Reports folder providing insight into employee activity, labor tracking, time-off management, and system security access.

  1. Employee: Daily Time Tracking Detail Report – Provides a detailed breakdown of employee time entries recorded in a specific date range, including hours worked and activity tracking.
  2. Employee: Detailed Time Clock Report – Displays employee clock-in, clock-out activity, and break time. 
  3. Employee: Kiosk Name Badge (3.25 x 2.25) – Generates employee name badges formatted for use with Midnight Shop Floor kiosk operations in a 3.25" x 2.25" layout.
  4. Employee: Kiosk Name Badge (4 x 3) – Generates employee name badges formatted for use with Midnight Shop Floor kiosk operations in a 4" x 3" layout.
  5. Employee: List – Provides a list of employee records and associated employee information maintained in the system along with whether or not the employee has Midnight Access.
  6. Employee: Time Off Calendar – Displays holidays and time-off entries recorded in employee time records in a calendar format, making it easy to view scheduled absences and company holidays for workforce planning purposes. Did you know? Instead of entering a paid holiday for every employee individually, you can create a "Company-Wide" employee record and enter company holidays just once. These holidays will still appear on the Time Off Calendar, simplifying holiday management and reducing data entry.

  7. Employee: Time Off Report – Summarizes employee time-off and usage within a specified date range.

  8. Employee: Time Sheet Report – Displays employee timesheet information, including recorded hours worked during the selected period.
  9. Security: Roles and Permissions – Provides a detailed list of Midnight security roles and the permissions assigned to each role, helping administrators review and audit system access.

Estimate Reports

There are 19 reports in the Estimate Reports folder and are only available while you are within an estimate using the red "Reports" button in Midnight. The Estimate reports in Midnight provide both internal and customer-facing formats for reviewing and presenting estimate information. The Estimate: Buyer Info and Estimate: Cost Report are designed primarily for internal use, while the remaining reports are customer-facing estimate formats that vary in the level of detail, pricing visibility, and presentation style. 

Report Type Definitions:

  • SQ (Single Quantity) – Estimates containing a single quantity option.
  • MQ (Multiple Quantity) – Estimates containing multiple quantity options.
  • MP (Multiple Pages) – Estimates spanning multiple pages due to the amount of detail included.

Understanding Report Labels:

  • Reports labeled (SQ) can be used for single-quantity estimates.
  • Reports labeled (SQ, MQ) can be used for both single-quantity and multi-quantity estimates.
  • Reports labeled (MQ, MP) are intended for multi-quantity estimates and present each quantity option on its own page for improved readability and comparison.
  • Reports ending in #1 utilize the legacy estimate formatting. Reports ending in #2 provide an updated alternate design layout while presenting the same estimate information.
  • Reports ending in #3 and #4 provide additional layout options for multi-quantity and multipage estimates, allowing you to choose the presentation style that best fits your organization's needs.
  • It is recommended that organizations select one or two preferred estimate layouts and deactivate the remaining report variations to simplify report selection and reduce user confusion. To maintain a consistent appearance across customer-facing estimates, organizations should standardize on either the #1 (legacy) layouts or the #2 (alternate) layouts whenever equivalent report options are available.

  1. Estimate: Buyer Info – Internal report that displays the buyer information associated with an estimate, including the contact details maintained in the customer record. This report allows users to quickly reference buyer information directly from the estimate without leaving the estimate workflow and navigating to the CRM customer record.
  2. Estimate: Cost Report – Internal report providing a detailed breakdown of estimated costs, production expenses, and pricing calculations.
  3. Estimate: Print Only #1 (SQ, MQ) – Customer-facing report that focuses on print specifications and pricing while minimizing additional service details.
  4. Estimate: Print Only #2 (SQ, MQ) – Alternate layout for presenting print specifications and pricing.
  5. Estimate: Service Details #1 (SQ, MQ) – Customer-facing report that includes a detailed breakdown of the services included in the estimate.
  6. Estimate: Service Details #2 (SQ, MQ) – Alternate layout that presents estimate services in a different format.
  7. Estimate: Service Details #3 (MQ, MP) – Detailed customer-facing report designed for multi-quantity and multi-page estimates.
  8. Estimate: Service Details #4 (MQ, MP) – Alternate detailed format for multi-quantity and multi-page estimates.
  9. Estimate: Service Details Summary #1 (SQ) – Summarizes the services included in a single-quantity estimate using a condensed format.
  10. Estimate: Service Details Summary #2 (SQ) – Alternate summary layout for single-quantity estimates.
  11. Estimate: Service Details Summary #3 (MQ, MP) – Provides a summarized view of services and pricing for multi-quantity and multi-page estimates.
  12. Estimate: Service Details Summary #4 (MQ, MP) – Alternate summarized layout for multi-quantity and multi-page estimates.
  13. Estimate: Service Details with Price #1 (SQ) – Displays service descriptions and associated pricing for single-quantity estimates.
  14. Estimate: Service Details with Price #2 (SQ) – Alternate service-and-pricing layout for single-quantity estimates.
  15. Estimate: Service Details with Price #3 (MQ, MP) – Displays service details and pricing for multi-quantity and multi-page estimates.
  16. Estimate: Total Only #1 (SQ, MQ) – Customer-facing report that displays estimate totals without a detailed service breakdown.
  17. Estimate: Total Only #2 (SQ, MQ) – Alternate total-only layout focused on presenting overall pricing.
  18. Estimate: Wide Format #1 (SQ) – Customer-facing estimate designed specifically for wide format products and services.
  19. Estimate: Wide Format #2 (SQ) – Alternate wide format quote layout for presenting wide format estimate information.

Export Reports

The 5 Export reports in Midnight are designed to work with the Data Import Tool, allowing you to export information from Midnight, make updates in a spreadsheet, and then import those changes back into the system. These reports are commonly used for mass record updates, data cleanup, and maintaining customer, vendor, employee, and inventory information without having to edit records individually.

  1. Customer: Contact Export – Exports customer contact information for bulk updates, data maintenance, and reimport through the Data Import Tool.
  2. Customer: Details Export – Exports customer account details, allowing users to review, update, and reimport customer information in bulk.
  3. Employee: Export Report – Exports employee records for data review, mass updates, and reimport into Midnight.
  4. Inventory: Detail Export Report – Exports inventory item details, including inventory-related fields that can be updated and reimported using the Data Import Tool.
  5. Vendor: Export Report – Exports vendor information for maintenance, updates, and bulk changes that can be reimported into Midnight.

Inventory Reports

The 23 Inventory reports in Midnight provide visibility into inventory quantities, availability, storage locations, inventory value, customer-owned inventory, ordering requirements, and warehouse activity. These reports help warehouse managers, inventory coordinators, customer service representatives, and production teams monitor inventory levels, track inventory movement, maintain accurate stock records, and make informed purchasing decisions.

  1. Inventory: Available & Reserved By Customer / Order Report – Displays available and reserved inventory quantities by customer and order, helping users identify inventory commitments for specific jobs.
  2. Inventory: Available & Reserved by Customer Report – Summarizes available and reserved inventory quantities by customer.
  3. Inventory: Available & Reserved by Item Report – Displays available inventory, reserved inventory, and remaining quantities by inventory item.
  4. Inventory: Billing Detail By Customer Report – Provides detailed inventory billing information by customer, including billable inventory storage and related charges.
  5. Inventory: Child Only Report – Lists child inventory items that are associated with parent inventory records.
  6. Inventory: Daily Receipts Report – Displays inventory received into the warehouse during a selected date range.
  7. Inventory: Expected Report – Lists inventory items that are expected to be received into inventory but have not yet been received.
  8. Inventory: Expired Report – Identifies inventory items that have reached or exceeded their expiration date.
  9. Inventory: Inactivity Report – Displays inventory items that have not had any inventory movement or transactions within a specified period.
  10. Inventory: Item ID Report – Provides a listing of inventory items and their associated item IDs.
  11. Inventory: Location Detail by Customer Report – Displays detailed inventory location information grouped by customer.
  12. Inventory: Location Summary Report – Provides a summary of inventory quantities and storage locations throughout the warehouse.
  13. Inventory: Location Tag – Generates location labels or tags used to identify warehouse locations, bays, shelves, or slots.
  14. Inventory: Ordering Report by Item Type – Identifies inventory items that may need replenishment, grouped by item type to assist purchasing activities.
  15. Inventory: Overages Report – Displays inventory quantities that exceed expected or allocated amounts, helping identify discrepancies or excess inventory.
  16. Inventory: Parent / Child Report – Displays the relationships between parent inventory items and their associated child items.
  17. Inventory: Physical Count by Slot Location – Provides a count sheet organized by warehouse slot location to assist with physical inventory counts and audits.
  18. Inventory: Reorder Point by Availability Report – Identifies inventory items that have fallen below their configured reorder points based on available inventory levels.
  19. Inventory: Slot Locations Report – Lists warehouse slot locations and the inventory assigned to each location.
  20. Inventory: Transaction Detail by Customer Report – Displays detailed inventory transactions, including adjustments and movements, grouped by customer.
  21. Inventory: Value by Customer Report – Calculates the value of inventory owned by or assigned to each customer.
  22. Inventory: Value by Lot Report – Calculates inventory value by lot number, helping track inventory costs and lot-specific quantities.
  23. Inventory: Yearly Item Status Report – Provides a yearly summary of inventory usage for inventory analysis and planning.

Job Costing / Profitability Reports

There are 14 reports in the Job Costing / Profitability Reports folder. The Job Costing Reports (using Shop Floor Data Collection) provide insight into actual production performance by comparing estimated costs and time against real-world labor and machine activity captured on the shop floor. These reports help managers identify inefficiencies, improve estimating accuracy, monitor machine utilization, and better understand the true cost of producing work.

The Profitability Reports provide visibility into sales, margins, customer profitability, and sales performance, helping management evaluate business performance and make informed operational and sales decisions.

Job Costing Reports

  1. Job Costing: Active Orders Detail Report – Provides detailed costing information for active orders currently in production.
  2. Job Costing: Direct Labor Cost by Order Report – Summarizes direct labor costs incurred for specified orders, helping evaluate labor profitability and production efficiency.
  3. Job Costing: Machine Summary by Date Range Report – Displays machine activity and utilization summarized within a selected date range.
  4. Job Costing: Machine Summary By Order Report – Summarizes machine usage and production activity by order.
  5. Job Costing: Machine Utilization Report – Measures machine usage and available capacity, helping identify equipment utilization trends and production bottlenecks.
  6. Job Costing: Order Detail Analysis Report – Provides a detailed analysis of order costs, labor, machine activity, and expenses.
  7. Job Costing: Rework Report – Identifies shop floor tasks that have been marked as "Reworked," helping monitor quality issues and their impact on costs.
  8. Job Costing: Service Detailed Time Clock Report – Displays detailed shop floor activity associated with specific services within a specified date range.
  9. Job Costing: Time Variance Report – Compares estimated production time against actual recorded time to identify variances and improve estimating accuracy.

Profitability Reports

  1. Profitability: Sales By Rep Summary Report – Summarizes sales and profitability figures by sales representative.
  2. Profitability: Summary By Customer Report – Provides profitability metrics grouped by customer, helping identify the most profitable customer relationships.
  3. Profitability: Summary Report – Displays a high-level overview of sales, costs, margins, and profitability within a specified date range.
  4. Profitability: Top 25 Customers Report – Identifies the top 25 customers based on sales revenue.
  5. Profitability: Write-Ups By Day Report – Displays order count per day with the associated sales revenue, cost and profit, selected within a specific date range.

Order Reports

The Order Reports are only available while you are within an order using the red "Reports" button in Midnight. The reports provide a variety of internal and customer-facing documents used throughout the production, fulfillment, inventory, and invoicing lifecycle. 

Work Order reports are internal production documents designed to communicate specifications, instructions, and job details to production staff and the shop floor.

Report Layout Definitions

Many of the Work Order reports are available in multiple layouts to accommodate different document preferences.

  • Reports ending in #1 utilize the legacy report format. The report styles for Work Order: Change Order #1, Work Order: Print #1, and Work Order: Versions #1 share a consistent header design and overall layout.
  • Reports ending in #2 provide an alternate design layout while displaying similar information. The report styles for Work Order: Change Order #2, Work Order: Print #2, and Work Order: Versions #2 use matching headers and formatting for a consistent presentation.
  • Reports ending in #3 offer an additional design option. The report styles for Work Order: Change Order #3, Work Order: Print #3, and Work Order: Versions #3 share a common header design and layout structure.
  • It is recommended that organizations select one work order / change order layout and deactivate the remaining work order / change order report variations to simplify report selection and reduce user confusion. To maintain a consistent appearance, organizations should standardize on either the #1 (legacy) layouts or the #2 (alternate) layouts whenever equivalent report options are available.

Inventory & GLID Reports

  • GLID: Totals by Order Report – Summarizes General Ledger ID (GLID) totals associated with an order for accounting and reconciliation purposes.
  • Inventory (Custom): Pull Ticket – Custom inventory pull ticket used to communicate inventory requirements for order fulfillment.
  • Inventory: Material By Version Report – Lists inventory materials required for each order version.
  • Inventory: Pull / Travel / Order Ticket – Combined document that provides an inventory pull ticket, a travel ticket, and an order ticket if required.
  • Inventory: Pull Request with Inventory Transaction – Displays inventory pull requests along with related inventory transaction details.
  • Inventory: Pull Ticket – Lists inventory items required to fulfill an order and serves as a warehouse picking document.

Invoice Reports

Invoice reports are customer-facing documents used to present order details, pricing, and billing information. These reports are only available for organizations that do not have the Midnight Invoicing module enabled. These Invoice reports are hidden for organizations utilizing the Midnight Invoicing module.

It is recommended that organizations select one or two preferred invoice layouts and deactivate the remaining report variations to simplify report selection and reduce user confusion. To maintain a consistent appearance across customer-facing invoices, organizations should standardize on either the #1 (legacy) layouts or the #2 (alternate) layouts whenever equivalent report options are available.

  • Invoice: Basic #1 – Customer-facing invoice displaying basic order and billing information using the legacy layout.
  • Invoice: Basic #2 – Customer-facing invoice displaying basic order and billing information using an alternate design.
  • Invoice: DW – Specialized invoice format designed to be printed and fit into a #10 double window envelope.
  • Invoice: Group Billing #1 – Customer-facing invoice that uses the Group Billing feature and groupings. 
  • Invoice: Group Billing #2 – Alternate layout for Group Billing invoices.
  • Invoice: Group Billing with Price #1 – Displays Group Billing charges with pricing details.
  • Invoice: Group Billing With Price #2 – Alternate Group Billing layout with pricing details.
  • Invoice: Grouped Service Details with Price #1 – Groups service details and associated pricing within the invoice.
  • Invoice: Grouped Service Details with Price #2 – Alternate grouped service and pricing invoice layout.
  • Invoice: Multi-Order – Combines multiple orders onto a single invoice.
  • Invoice: Multi-Order (MOD) – Combines multiple MyOrderDesk orders onto a single invoice.
  • Invoice: Postage Pre-Pay – Invoice specifically designed to bill postage prepayments and deposits.
  • Invoice: Price #10 Window #1 – Invoice format designed for #10 window envelopes using the legacy layout.
  • Invoice: Price #10 Window #2 – Alternate #10 window envelope invoice layout.
  • Invoice: Print #1 – Invoice emphasizing print specifications and pricing using the legacy layout.
  • Invoice: Print #2 – Alternate print-focused invoice layout.
  • Invoice: Service Details with Price #1 – Displays service descriptions with associated pricing.
  • Invoice: Service Details with Price #2 – Alternate service and pricing invoice design.
  • Invoice: Total Only #1 – Displays invoice totals without detailed service breakdowns.
  • Invoice: Total Only #2 – Alternate total-only invoice layout.
  • Invoice: Version Details with Price #1 – Displays version-level details and pricing.
  • Invoice: Version Details with Price #2 – Alternate version-level pricing layout.
  • Invoice: Version Summary #1 – Summarizes order versions using the legacy layout.
  • Invoice: Version Summary #2 – Alternate version summary layout.
  • Invoice: Versions - Combined Services #1 – Combines services by version into a consolidated invoice format.
  • Invoice: Versions - Combined Services #2 – Alternate combined-services invoice layout.
  • Midnight Invoicing – Customer-facing invoice designed for organizations that utilize the Midnight Invoicing module. This report provides a printable invoice format that can be mailed, emailed, or otherwise distributed to customers and is not intended to replicate the exact invoice layout generated by the Midnight Invoicing module itself.

Order Reports

  • Order: Buyer Info – Internal report that displays the buyer information associated with the order, including the contact details maintained in the customer record. This report allows users to quickly reference buyer information directly from the order without leaving the order workflow and navigating to the CRM customer record.
  • Order: Close Out Report – Used during the order close-out process to review key production, costing, and fulfillment information before an order is finalized. This report helps verify the accuracy and completeness of order details, ensuring all required activity has been completed prior to closing the order.
  • Order: Cost Report – Internal report showing actual order costs for job analysis purposes.
  • Order: Insertion Sequence Report – Displays insertion sequences used in mailing and fulfillment operations.
  • Order: Packing Slip – Generates a packing slip that lists the standard services (tangible products) configured with the "Show On Orders Shipping Tab" setting. 
  • Order: Packing Slip (Multi-Locations) – Packing slip designed for orders shipping from or to multiple locations.
  • Order: Shipping Locations – Lists shipping locations associated with an order.
  • Order: Shipping Locations with Items – Lists shipping locations along with the items assigned to each destination.
  • Order: Version Report – Provides details for all versions associated with an order.

Work Order Reports

  • Work Order: Change Order #1 – Internal production document detailing order changes using the legacy layout.
  • Work Order: Change Order #2 – Alternate change order layout.
  • Work Order: Change Order #3 – Additional change order format option.
  • Work Order: Digital – Simplified production work order tailored for digital print workflows.
  • Work Order: Offset – Simplified production work order designed for offset print jobs.
  • Work Order: Print #1 – General print production work order using the legacy layout.
  • Work Order: Print #2 – Alternate print production work order layout.
  • Work Order: Print #3 – Additional print work order format.
  • Work Order: Scan Sheet – Generates barcode scan sheets for standard services marked as "Show on ShopFloor/Display View", allowing employees to scan production activities for Shop Floor data collection and production tracking.
  • Work Order: Scan Sheet - SF Barcodes - Staggered – Generates a staggered barcode scan sheet for standard services marked as "Show on ShopFloor/Display View", providing an alternate layout for Shop Floor data collection.
  • Work Order: Scan Sheet - SF Barcodes Only – Generates a barcode-only scan sheet for standard services marked as "Show on ShopFloor/Display View", supporting efficient Shop Floor data collection without additional job details.
  • Work Order: Scan Sheet - SF Barcodes Only - Versions – Generates a barcode-only scan sheet organized by order version for standard services marked as "Show on ShopFloor/Display View", enabling version-specific Shop Floor data collection and tracking.
  • Work Order: Versions #1 – Work order displaying version details using the legacy layout.
  • Work Order: Versions #2 – Alternate version work order layout.
  • Work Order: Versions #3 – Additional version work order format.
  • Work Order: Wide Format – Simplified production work order specifically designed for wide format printing workflows.

Other Reports

The Other Reports folder contains 9 specialized reports that support system administration, auditing, integrations, and operational management.

  1. Active Legacy Report Objects – Lists legacy reports that are currently active.
  2. Active Report Objects – Provides a list of active report objects available for use within Midnight.
  3. API Web Service Calls – Displays API web service activity, allowing administrators to review requests and responses exchanged between Midnight and external systems.
  4. Midnight Version Report – Displays the current Midnight application version.
  5. OneSource: Committed Jobs Report – Lists jobs that have been successfully committed to the OneSource tax integration for tax calculation and reporting purposes.
  6. OneSource: Failed Commits Report – Identifies jobs that were unable to be successfully committed to OneSource, helping users investigate and resolve integration issues.
  7. OneSource: State and Commodity Code Report – Displays state tax jurisdictions and commodity codes used by the OneSource integration for tax determination and compliance.
  8. Order: Audit Log Report – Provides an audit trail of changes made to an order, including who made the change, and the date and time the change occurred.
  9. Service Wizard Detail Report – Displays the configuration and details of Service Wizards, helping administrators review workflow settings, service selections, and wizard setup information.

Postage Reports

The Postage Reports folder contains 26 reports used to track postage balances, customer escrow accounts, earmarked funds, postage payments, postage usage, permit inventory, and mailing profitability. These reports are especially valuable for mailing operations that manage customer postage accounts, maintain postal permits, track postage deposits, reconcile postage activity, and analyze postage-related profitability.

Postage Account Reports

  1. Postage Account: Customer Balance Summary – Provides a summary of postage account balances by customer.
  2. Postage Account: Earmarked Transactions Report – Displays postage transactions that have been earmarked for specific orders.
  3. Postage Account: Escrow and Earmarked Report – Summarizes customer escrow balances alongside earmarked postage amounts.
  4. Postage Account: Escrow Transactions with Balance – Lists escrow account transactions and the resulting customer postage balances.
  5. Postage Account: Transactions By Customer – Displays postage account transaction activity grouped by customer.

Postage Affixed Reports

  1. Postage Affixed: Balance Summary – Provides a summary of available postage balances for postage affix inventory.
  2. Postage Affixed: Client Permit by Customer Report – Lists customer-owned postal permits and related permit activity.
  3. Postage Affixed: Inventory Report – Displays postage affix inventory quantities and balances.
  4. Postage Affixed: Meter By Customer Report – Summarizes meter-related postage activity by customer.

Postage Audit & History Reports

  1. Postage Audit: Orders with Earmarked Balance Report – Identifies orders that have earmarked postage balances associated with them.
  2. Postage History: Balance Mismatch – Highlights discrepancies between expected postage balances and recorded transaction activity.

Postage Payments Reports

  1. Postage Payments: Postage Checks Received By Customer Report – Lists postage payments marked as postage check and groups them by customer.
  2. Postage Payments: Received By Customer Report – Summarizes postage payments received from customers.
  3. Postage Payments: Received By Date Report – Displays postage payments received within a specified date range.
  4. Postage Payments: Transactions By Date Report – Lists detailed postage payment transactions by transaction date.

Postage Used Reports

  1. Postage Used: By Affixed / Date Summary – Summarizes postage usage by postage affix type and date.
  2. Postage Used: By Customer Report – Displays postage consumed by customer.
  3. Postage Used: By Date Summary – Summarizes postage usage activity by date.
  4. Postage Used: By Order Report – Displays postage used for specific orders.
  5. Postage Used: No Date Report – Identifies postage transactions that do not contain a postage usage date.
  6. Postage Used: Outstanding Balance Report – Displays customers or orders with remaining postage balances or unresolved postage activity.
  7. Postage Used: Profit By Customer Report – Calculates postage-related profit by customer.
  8. Postage Used: Profit By Order Report – Calculates postage-related profit by order.
  9. Postage Used: To Date By Customer Report – Provides a cumulative summary of postage usage by customer through the selected date.
  10. Postage Used: WOPO by Due Date Report – Displays Waiting on Postage (WOPO) status organized by order due date to assist with mailing schedule planning and postage management.

Transaction Reports

  1. Transactions: Postage and Services Detail – Provides a detailed view of postage transactions and associated services, helping reconcile postage activity, customer billing, and mailing-related charges.

Production Reports

The Production Reports folder contains 16 reports designed to help production managers, customer service representatives, schedulers, and shop floor personnel monitor workloads, track job status, measure production performance, and review work in progress. These reports provide visibility into scheduling, mail drop activity, production issues, workforce utilization, and order status throughout the production lifecycle.

  1. Machine: Label – Generates machine labels used to identify production equipment throughout the facility and can be used for shop floor barcode scanning.
  2. Production: Actual Drops by Customer Report – Summarizes actual mail drops completed for each customer within the selected date range.
  3. Production: Actual Drops On-Time Percentage Report – Measures the percentage of mail drops completed on or before their scheduled mail date.
  4. Production: Issue / Resolution Summary – Provides a summary of issue tracking records and their associated resolutions, allowing organizations to review reported production issues, monitor corrective actions taken, and identify recurring trends that may require process improvements.
  5. Production: Schedule by CSR – Displays scheduled orders grouped by Customer Service Representative (CSR).
  6. Production: Schedule by Customer Report – Displays scheduled production activity organized by customer.
  7. Production: Schedule by Due Date Report – Lists scheduled orders and production activity based on order due dates.
  8. Production: Schedule by Due Date with Tasks Report – Displays scheduled orders by due date along with associated production tasks.
  9. Production: Schedule by Version Status Report – Organizes production schedules by order version status, allowing users to quickly identify jobs that are awaiting approval, ready for production, currently in a specific production stage, or otherwise assigned to a particular version status. 
  10. Production: Schedule To Be Mailed Report – Lists orders scheduled for mailing, helping mailing departments plan upcoming mail drops and postal activities.
  11. Production: Scheduling Report – Provides a consolidated view of scheduled production activity to assist with workload planning and resource allocation.
  12. Production: Total Quantities Dropped / Closed Report – Summarizes total quantities mailed, dropped, or completed during the selected period.
  13. Production: WIP Report – Displays Work In Progress (WIP) orders that are currently in production but have not yet been completed or closed.
  14. Production: WOPO Report – Lists orders that are Waiting on Postage (WOPO), helping production teams identify orders that are awaiting postage payment.
  15. Shopfloor: Active Orders by Employee Report – Displays active orders currently being worked on by employees based on Shop Floor Data Collection activity.
  16. Shopfloor: Active Orders By Machine Report – Displays active orders currently assigned to or running on production machines based on Shop Floor Data Collection activity.

Purchasing Reports

The Purchasing Reports folder contains 10 reports used to manage vendor relationships, monitor purchasing activity, track open purchase orders, and support inventory procurement. These reports help purchasing agents, inventory managers, and production teams ensure materials are ordered on time, monitor outstanding commitments, and analyze purchasing activity across vendors, inventory items, and customer orders.

Purchase Order and RFQ Reports

  • Purchase Order #1 and Purchase Order #2 are vendor-facing reports generated directly from within the Purchasing module and are not available from the standard Reports menu.
  • Purchasing: RFQ #1 and Purchasing: RFQ #2 are vendor-facing Request for Quote (RFQ) reports that are also generated directly from within the Purchasing module and are not available from the standard Reports menu.
  • Reports ending in #1 utilize the legacy report format.
  • Reports ending in #2 provide an alternate design layout while presenting similar information.
  • It is recommended that organizations choose either the #1 or #2 document layouts based on their preferences and deactivate the alternate versions to reduce user confusion. For consistency across purchasing documents, organizations using Purchase Order #1 should also use Purchasing: RFQ #1, while organizations using Purchase Order #2 should also use Purchasing: RFQ #2, ensuring all purchasing documents share the same design, formatting, and overall appearance.

  1. Purchase Order #1 – Purchase order document generated from the Purchasing module using the legacy report format.
  2. Purchase Order #2 – Purchase order document generated from the Purchasing module using an alternate design layout.
  3. Purchase Orders: Open and Closed By Order Report – Displays both open and closed purchase orders grouped by the customer order they support.
  4. Purchase Orders: Open By Inventory Report – Lists open purchase orders grouped by inventory item, helping users monitor incoming inventory and outstanding purchases.
  5. Purchase Orders: Open By Order Report – Displays open purchase orders organized by customer order, providing visibility into outstanding purchasing requirements.
  6. Purchase Orders: Open By Vendor Report – Lists open purchase orders grouped by vendor, helping purchasing teams monitor outstanding commitments and vendor activity.
  7. Purchasing: RFQ #1 – Request for Quote (RFQ) document generated from the Purchasing module using the legacy report format to solicit pricing and availability from vendors.
  8. Purchasing: RFQ #2 – Request for Quote (RFQ) document generated from the Purchasing module using an alternate design layout.
  9. Vendor: Item List – Provides a list of inventory items and services associated with each vendor, helping users manage vendor purchasing relationships and sourcing information.
  10. Vendor: List with Contacts Report – Provides a list of vendor records along with their associated contact information, helping purchasing teams quickly access vendor phone numbers, email addresses, account representatives, and other contact details needed for purchasing, quoting, and supplier communication.

Sales Reports

The Sales Reports folder contains 17 reports that provide insight into revenue, customer purchasing activity, service sales, and overall sales trends based exclusively on closed orders. These reports allow organizations to analyze sales performance from multiple perspectives, including customers, contacts, service codes, service types, sales representatives, Customer Service Representatives (CSRs), departments, and yearly revenue activity. They are valuable tools for evaluating business performance, identifying sales opportunities, monitoring customer trends, and supporting strategic decision-making.

  1. Sales: By Customer / Service Code Report – Summarizes sales by customer and service code, allowing organizations to identify which services are being sold to specific customers.
  2. Sales: By Customer / Service Type Report – Summarizes sales by customer and service type, providing insight into the categories of services purchased by customers.
  3. Sales: By Service Code / Order Report – Displays sales by service code and associated order, allowing users to review revenue generated by individual services.
  4. Sales: By Service Code Report – Summarizes sales activity by service code, helping identify top-performing products and services.
  5. Sales: CSR Report – Provides detailed sales activity associated with Customer Service Representatives (CSRs).
  6. Sales: CSR Summary Report – Summarizes sales performance by Customer Service Representative (CSR).
  7. Sales: Customer + Contact + Service Report – Displays customer records, associated contacts, and the services purchased during the selected period.
  8. Sales: Customer + Contact + Services Total + Tax – Provides customer, contact, service, sales total, and tax information in a consolidated report.
  9. Sales: Customer Report – Displays detailed sales information grouped by customer.
  10. Sales: Customer Summary Report – Provides a summarized view of sales activity by customer.
  11. Sales: MOD by Customer Report – Displays Mail Owner Data (MOD) or mailing-related sales activity organized by customer.
  12. Sales: Multi-Company Report – Consolidates sales activity across multiple companies or business entities within Midnight.
  13. Sales: Rep Report – Provides detailed sales activity by sales representative.
  14. Sales: Rep Summary Report – Summarizes sales performance by sales representative.
  15. Sales: Top Customers By Revenue Report – Identifies customers generating the highest revenue during the selected period.
  16. Sales: Total by Department Report – Summarizes sales totals by department, helping organizations evaluate revenue contributions across business areas.
  17. Sales: Yearly Report by Customer – Provides a year-over-year view of customer sales activity, helping identify growth trends, retention patterns, and long-term customer value.

Status / Pricing Reports

The Status & Pricing Reports folder contains 21 reports that help organizations monitor estimate, order, proof, delivery, and pricing activity throughout the sales and production lifecycle. These reports provide visibility into workflow status, sales opportunities, customer activity, pricing structures, contract pricing, and projected revenue, making them valuable tools for sales teams, customer service representatives, production managers, and business leaders.

  1. Delivery: Daily Tracker Report – Provides a daily summary of scheduled and completed deliveries, helping teams monitor delivery activity and ensure customer orders are delivered as expected.
  2. Estimates: All Statuses by Date Range Report – Displays estimates across all statuses within a selected date range, providing visibility into quoting activity and estimate progression.
  3. Estimates: Open by CSR Report – Lists open estimates grouped by Customer Service Representative (CSR).
  4. Estimates: Open by Rep Report – Lists open estimates grouped by sales representative.
  5. Estimates: Status Report – Provides detailed information on estimates based on their current status.
  6. Estimates: Status Summary – Summarizes estimate activity by month, helping organizations evaluate quote volume and workflow trends.
  7. Estimates: Won Ratio Report – Measures estimate conversion performance by comparing won estimates against total estimates generated.
  8. Orders: Audit Log – Provides an audit trail of changes made to orders, including who made the change, and when it occurred.
  9. Orders: Open and Closed by Date Range Report – Displays both open and closed orders within a selected date range.
  10. Orders: Open By CSR Report – Lists open orders grouped by Customer Service Representative (CSR).
  11. Orders: Open By Date Range Report – Displays open orders that fall within a selected date range.
  12. Orders: Open By Rep Report – Lists open orders grouped by sales representative.
  13. Proofs: Status Report – Displays proofing activity and proof statuses, helping teams monitor approvals, revisions, and outstanding proofs.
  14. Sales: Contract Pricing by Customer Report – Displays customer-specific contract pricing agreements and pricing overrides established for individual customers.
  15. Sales: Customer Has Not Ordered Last 60 Days – Identifies customers who have not placed an order within the last 60 days, helping sales teams proactively engage inactive customers.
  16. Sales: Customer's Last Closed Date Report – Displays the date of the most recently closed order for each customer, providing insight into recent customer activity.
  17. Sales: Price Sheet Export Report – Exports pricing information for use in spreadsheets, analysis, or data maintenance activities.
  18. Sales: Price Sheet Report – Displays configured pricing information for standard services maintained within Midnight.
  19. Sales: Projected By Due Date Report – Projects expected sales revenue based on order due dates, helping organizations forecast upcoming business activity.
  20. Sales: Top Ten Sales and Category Report – Midnight's one and only pie chart report that Identifies the top ten customers, sales reps, CSRs, departments, industry types and customer sources.
  21. Sales: Volume Discounts by Service Report – Displays volume discount structures configured for standard services, helping users review quantity-based pricing and discount opportunities.

Warehouse Item Request Reports

The 5 Warehouse Item Request Reports are available exclusively within the Warehouse Module / Item Request area and are used to support inventory movement, pickups, deliveries, storage management, and inventory disposition activities.

  1. Item Request: Destroy Report – Generates documentation for inventory items approved for destruction, providing a record of items being removed from inventory.
  2. Item Request: Move Report – Documents inventory items being transferred from one warehouse location to another, helping ensure accurate tracking of inventory movements.
  3. Item Request: Packing Slip – Generates a packing slip for inventory items included in an item request, providing a summary of the products being prepared for shipment, transfer, or pickup.
  4. Warehouse: Packing Slip (Broker) – Generates a packing slip designed for brokered shipments, providing item and shipment details for third-party fulfillment or transportation arrangements.
  5. Warehouse: Pickup / Delivery Ticket – Generates a ticket used to document inventory pickups and deliveries, including relevant item, customer, and transportation information needed for warehouse and delivery operations.

Warehouse Receipt Reports

The 2 Warehouse Receipt Reports are available exclusively within the Warehouse Receiving process and are used when inventory is received into the warehouse.

  1. Warehouse: Receipt – Generates a receiving document that summarizes the inventory items received into the warehouse, including quantities, item information, and receipt details for inventory tracking and recordkeeping.
  2. Warehouse: Skid Flag – Generates a skid flag for each skid that can be attached to received inventory, helping warehouse personnel quickly identify inventory, storage locations, lot information, or receiving details during handling and storage operations.

Warehouse Reports

The Warehouse Reports folder contains 7 reports that are available exclusively within the Warehouse Module and are typically accessed from within an individual inventory item. These reports support inventory identification, receiving, auditing, storage management, and warehouse operations by providing detailed information about specific inventory records and their transaction history.

  1. Item: Inventory Tag – Generates an inventory identification tag that can be attached to inventory items, making it easier to identify and track inventory throughout the warehouse.
  2. Item: Inventory Tag (4.25 x 5.5 - 4 Up) – Generates inventory identification tags in a 4.25" x 5.5" four-up format, allowing multiple inventory tags to be printed on a single sheet.
  3. Item: Receipt – Generates a receipt document showing inventory receiving information, including item details, quantities received, and receipt activity for recordkeeping purposes.
  4. Item: Skid Flag – Generates a skid or pallet identification label that can be attached to inventory, helping warehouse personnel quickly identify inventory, lot information, storage details, or customer ownership.
  5. Item: Transaction Audit – Provides a detailed audit trail of inventory transactions, including receipts, issues, adjustments, transfers, and other inventory activity associated with an item.
  6. Warehouse: Move / Destroy Summary – Summarizes inventory move and destroy requests, providing visibility into inventory relocation activities and inventory removed from stock.
  7. Warehouse: Pickup / Delivery Summary – Provides a summary of completed and pending inventory pickups and deliveries, helping warehouse personnel monitor inventory movement and fulfillment activity.
 

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