Menu Path: Customer Service Reports Sales Product Sales Report
Create a sales report by product.
Use Product Sales Report to output a report of sales, costs, and margins for a selected shipping location, sales location, or category.
Button |
Description |
Exit |
Click this button to close the Product Sales Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Click the Lookup button to select whether to filter the report for sales or shipping locations. |
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Select this check box to include data for all sales or shipping locations on the report. This check box is selected by default. |
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Enter a location prefix for which to include data on the report, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Sales Locations or All Shipping Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a location name for which to include data on the report, or click the Lookup button to select a location name. This field is only enabled if you clear the All Sales Locations or All Shipping 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 products on the report. This check box is selected by default. |
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Enter a product name for which to include data on the report, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box. |
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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. This field is only enabled if you clear the All Products 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 the first 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. 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. This field is only enabled if you clear the All Categories check box. |
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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 limit 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 displaying subtotals on the report. |
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Select this check box if the All Sales Locations or All Shipping Locations check box is selected and you want to include sales for each 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. |
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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