Menu Path: Customer Service Reports Sales Customer Sales Report
Create a sales report for all or specific customers.
Use Customer Sales Report to output a report of total sales, costs, and margins for a selected sales location, shipping location, customer, state, or territory.
Button |
Description |
Exit |
Click this button to close the Customer Sales Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this check box to include data for all sales locations on the report. This check box is selected by default. |
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Enter a sales location prefix for which to include data on the report, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name for which to include data on the report, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Select this check box to include data for all shipping locations on the report. This check box is selected by default. |
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Enter a shipping location prefix for which to include data on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name for which to include data on the report, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Select this check box to include data for all customers on the report. This check box is selected by default. |
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Enter a customer code for which to include data on the report, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. |
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Enter a customer name for which to include data on the report, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box. |
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Select this check box to include data for all territories on the report. This check box is selected by default. |
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Enter the first territory in a range of territories for which to include data on the report, or click the Lookup button to select a territory. This field is only enabled if you clear the All Territories check box. For information on setting up territories, see Sales Territory Maintenance. |
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Enter the last territory in a range of territories for which to include data on the report, or click the Lookup button to select a territory. This field is only enabled if you clear the All Territories check box. For information on setting up territories, see Sales Territory Maintenance. |
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Select this check box to include data for all countries on the report. This check box is only enabled if the All Customers check box is selected. |
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Enter a country code for which to include data on the report, or click the Lookup button to select a country. This field is only enabled if you clear the All Countries check box. For information on setting up countries, see Country Maintenance. |
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This field displays the country name if you enter a country code in the Country field. |
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Select this check box to include data for all states on the report. This check box is only enabled if you enter a country code in the Country field. |
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Enter a state or province for which to include data on the report, or click the Lookup button to select a state or province. This field is only enabled if you clear the All States check box. For information on setting up states and provinces, see State and Province Maintenance. |
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This field displays the state name for if you enter a state or province code in the State field. |
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Select whether to display data for a range of general ledger accounting periods or months. |
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Click the Lookup buttons to select the first period in a range of periods for which to display data on the report. These Lookup buttons are only enabled if you select the Periods radio button. |
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Click the Lookup buttons to select the last period in a range of periods for which to display data on the report. These Lookup buttons are only enabled if you select the Periods radio button. |
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Enter the first month and year for a range of months and years for which to display data on the report. These fields are only enabled if you select the Months radio button. |
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Enter the last month and year for a range of months and years for which to display data on the report. These fields are only enabled if you select the Months radio button. |
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Enter a lower limit for total sales to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set a lower limit for total sales on the report. This check box is selected by default. |
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Enter an upper limit for total sales to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set an upper limit for total sales on the report. This check box is selected by default. |
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Enter a lower limit for margin to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set a lower limit for margin on the report. This check box is selected by default. |
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Enter an upper limit for margin to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set an upper for margin on the report. This check box is selected by default. |
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Enter a lower limit for margin percentage to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set a lower limit for margin percentage on the report. This check box is selected by default. |
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Enter an upper limit for margin percentage to display on the report. This field is only enabled if you clear the Unbounded check box to the right of it. |
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Select this check box to not set an upper limit for margin percentage on the report. This check box is selected by default. |
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Select a method for subtotaling the report. |
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Select this check box if the All Sales Locations check box is selected if you want to include sales for each sales location on the report. If you clear this check box, only grand totals are included on the report. |
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Select this check box to include costs associated with returns that are not re-salable (and not put back into inventory) on the report. |
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Select this check box to summarize the report by billing customer. For more information, see Structure and Concepts. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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