Sales Representative Trend Report

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Purpose

Create a report of sales, costs, margins, and weights monthly trends.

Overview

Use Sales Representative Trend Report to output a monthly trend analysis report to evaluate customer’s sales trends by sales representative.

Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then data for your sales representative ID is displayed. This prevents sales representatives from seeing other sales representative's sales information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Sales Representative Trend Report window.
Print	Click this button to output the report.

Select Tab Fields and Buttons

Field or Button	Description
Location Type	Click the Lookup button to select whether to filter the report for sales or shipping locations.
Sales Representative Type	Click the Lookup button to select whether to filter the report for the first or second sales representative.
All Sales Locations/All Shipping Locations	Select this check box to include data for all sales or shipping locations on the report. This check box is selected by default.
Prefix	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.
Name	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.
All Sales Representatives	Select this check box to include data for all sales representatives on the report. This check box is selected by default. Note This check box is only enabled if a sales representative ID is not entered in the Sales Representative field in User Extended Options for your user ID.
From (Sales Representative)	Enter the first sales representative in a range of sales representatives for which to include data on the report, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed.
To (Sales Representative)	Enter the last sales representative in a range of sales representatives for which to include data on the report, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed.
List (Sales Representatives)	Click this button to display Sales Representative List, which allows you to select multiple sales representatives for which to include data on the report. This button is only enabled if you clear the All Sales Representatives check box and if a sales representative ID is not entered in the Sales Representative field in User Extended Options for your user ID.
All Territories	Select this check box to include data for all territories on the report. This check box is selected by default.
From (Territory)	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.
To (Territory)	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.
List (Territories)	Click this button to display Territory List, which allows you to select multiple territories for which to include data on the report. This button is only enabled if you clear the All Territories check box.
All Customers	Select this check box to include data for all customers on the report. This check box is selected by default.
From (Customer)	Enter the first customer code in a range of customer codes 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.
To (Customer)	Enter the last customer code in a range of customer codes 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.
List (Customers)	Click this button to display Customer List, which allows you to select multiple customers for which to include data on the report. This button is only enabled if you clear the All Customers check box.
All Categories	Select this check box to include data for all product categories on the report. This check box is selected by default.
From (Category)	Enter the first product category in 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.
To (Category)	Enter the last product category in 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.
List (Categories)	Click this button to display Category List, which allows you to select multiple product categories for which to include data on the report. This button is only enabled if you clear the All Categories check box.
All Subcategories	Select this check box to include data for all product subcategories on the report. This check box is selected by default.
From (Subcategory)	Enter the first product subcategory in a range of product subcategories for which to include data on the report, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box.
To (Subcategory)	Enter the last product subcategory in a range of product subcategories for which to include data on the report, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box.
List (Subcategories)	Click this button to display Subcategory List, which allows you to select multiple product subcategories for which to include data on the report. This button is only enabled if you clear the All Subcategories check box.
All Product Codes	Select this check box to include data for all products on the report. This check box is selected by default.
From (Product Code)	Enter the first product code in a range of products 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 Product Codes check box.
To (Product Code)	Enter the last product code in a range of products 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 Product Codes check box.
List (Product Codes)	Click this button to display Product List, which allows you to select multiple products for which to include data on the report. This button is only enabled if you clear the All Product Codes check box.
Periods/Months	Select whether to display data for a range of general ledger accounting periods or months.
From (Periods)	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.
To (Periods)	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.
From (Months)	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.
To (Months)	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.
Display Quantities in	Select a unit of measure to use for quantities on the report. For more information on units of measure, see Unit of Measure Fields FAQ.
Customer Sort	Select whether to sort customers by customer name or customer code.
Product Sort	Select whether to sort products by product name or product code.
Gross Profit	Select a cost method to use for calculating gross profit on the report. Cost methods are set up on the Cost tab in Product Maintenance.
Print Product Detail	Select this check box to include product-level details on the report.
Print Weight	Select this check box to include weight information on the report.
Print Gross Profit Amount	Select this check box to include gross profit amounts on the report.
Page Break Sales Representative	Select this check box to insert a page break between data for each sales representative.
Print Subcategory Detail	Select this check box to include subcategory-level details on the report.
Print Last Year Sales	Select this check box to include last year’s sales on the report to compare with this year’s sales.
Print Gross Profit Percentage	Select this check box to include gross profit percentages on the report.
Page Break Territory	Select this check box to insert a page break between data for each territory.
Print Category Detail	Select this check box to include category-level details on the report.
Print Quantity Sold	Select this check box to include quantity sold on the report.
Print Customer - NO Sales	Select this check box to include customers with no sales during the period or months selected.
Page Break Customer	Select this check box to insert a page break between data for each customer.
Include Service Items	Select this check box to include service items on the report.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
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	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
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	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
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	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
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	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
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	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
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	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
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	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
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: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.