Menu Path: Customer Service Reports Sales Product Monthly Sales Report
Create a report of sales demand for a 12-month range.
Use Product Monthly Sales Report to output a report that displays sales for a 12-month range, with totals and averages. Additionally, on order quantities are displayed (from suppliers, transfers, or work orders).
Note This report includes data from invoiced sales orders, returns for which credit memos were issued, and open sales and return orders. Data for each open order is included in the time bucket for the order's required date. Because this report includes data for open orders, listed quantities may not match those included in reports that only account for closed orders.
Button |
Description |
Exit |
Click this button to close the Product Monthly 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 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 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 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 suppliers on the report. This check box is selected by default. |
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Enter a supplier code for which to include data on the report, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box. |
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Enter a supplier name for which to include data on the report, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box. |
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Select this check box to include data for all product categories on the report. This check box is selected by default. |
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Enter a product category for which to include data on the report, or click the Lookup button to select a product category. If you want to include data for a range of product categories, enter the first product category in the range. This field is only enabled if you clear the All Categories check box. |
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Enter the last product category for a range of product categories for which to include data on the report, or click the Lookup button to select a product category. If you want to include data for a single product category, you can leave this field blank. This field is only enabled if you clear the All Categories check box. |
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Select this check box to include data for all product styles on the report. This check box is selected by default. |
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Enter a product style for which to include data on the report, or click the Lookup button to select a product style. If you want to include data for a range of product styles, enter the first product style in the range. This field is only enabled if you clear the All Styles check box. |
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Enter the last product style for a range of product styles for which to include data on the report, or click the Lookup button to select a product style. If you want to include data for a single product style, you can leave this field blank. This field is only enabled if you clear the All Styles check box. |
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Select this check box to include data for all product codes on the report. This check box is selected by default. |
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Enter a product code for which to include data on the report, or click the Lookup button to select a product code. If you want to include data for a range of products, enter the first product code in the range. This field is only enabled if you clear the All Product Codes check box. |
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Enter the last product code for a range of product codes for which to include data on the report, or click the Lookup button to select a product code. If you want to include data for a single product code, you can leave this field blank. This field is only enabled if you clear the All Product Codes check box. |
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Enter the first month and year for which to include orders on the report. These fields default to 12 months before today. |
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Select a method for sorting the report. |
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Select this check box to include drop-shipped sales orders on the report. |
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Select this check box to include products with no sales on the report. |
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Select this check box if you are outputting the report for all locations and you want the report to include detailed sales data for each location. If you clear this check box, sales data for all locations is combined. This check box is selected by default. Note If this check box is cleared, quantities on the report are in the default display unit of measure for the product, which may not be the default display unit of measure for the product/location. |
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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