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Quantum VS Help: File Maintenance |
The Sales Analysis Period End report can be used to give a detailed sales breakdown for a specified period. Users have various options in defining the range and data to be included. The report can also be used to clear down/roll over sales analysis data.
To run the Sales Analysis Period End report:
1. Either:
Or: From the Toolbar - Main Menu: select Tools > Show Reports.
OR: Click the appropriate module on the Mega Menu then - under reports - select the required Report.
The Reports record opens in a new tab, listing all Reports by Name and Category.
2. Use your mouse or [Tab] key to select the Sales Analysis Period End report:
3. Select options in the available fields as required, using the following as a guide:
Note: You may use your [Tab] key to move from one field to the next.
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Definition
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Sequence
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Select the Customer Account option to report on a range of Customers (with the additional option to filter by Product Group), or Product Group to report on a range of Product Groups.
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From / To
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If you selected the Customer Account option above:
If nothing is entered, the process will be run on all Customer Accounts.
To focus on a range of Customer Accounts, enter the first and/or last Account Number in the sequence as required.
If you don't know the Account Code you may enter it automatically using the Finder. To do this:
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From / To Product Group
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To focus the report on one - or a range of - Product Groups, select them here.
Note: Product Group menu options are held in the table file P and must be defined using Table File Maintenance. |
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From / To Branch
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To limit the report to a single Branch, select it using the From Branch menu. To report on a range of Branches, enter the last Branch in the sequence using the To Branch menu.
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This Year
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Check this field to include this year's figures in the report.
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Last Year
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Check this field to include last year's figures in the report.
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Run Date
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By default, the report will include records up to today's date.
To select an alternative date, check this field and select/enter the required date in the field to the right.
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Cost Flag
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Select the Cost Flag setting to use in the report, from the following options:
Note: This field is only displayed if Optional Enhancement - Price Book 140 is active. |
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Page On Account
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Check this field if you want the report to begin a new page for each new account.
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Branch Totals
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Check this field if you want the report to display sub-totals for each Branch.
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Major Product Group Totals
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Check this field if you want the report to display sub-totals for each Major Product Group.
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Minor Product Group Totals
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Check this field if you want the report to display sub-totals for each Minor Product Group.
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Sales Type Totals
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Check this field if you want the report to display sub-totals for each Type of Sales.
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Sequence Total Type
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Use the menu to select an option for displaying additional sub-totals by one of the following analysis fields:
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Clear History
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Check this field if you wish to clear down the Historic Sales Analysis File.
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Include Quantities
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Check this field if wish to include timber quantities in the report.
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4. Click Start on the Toolbar - Sub Menu to begin running the report.
5. When the report has finished running, a Status message will be shown listing a URL at which the report can be viewed and printed or emailed if necessary.
Note: You may use Print Groups to view, print or email the report at a later date. See Viewing, Printing And Emailing Documents.
Click OK to close this message. You may now close the Reports tab if you wish.
NEXT: Sales Invoice Report
