Sales Analysis Reports

Reports

The sales reports show data from AR Invoices sorted, filtered, grouped, and summarized in various ways.

Foreign currency amounts are converted to domestic currency based on the exchange rate when the invoice was posted. This is the same rate used when invoice data is posted to the GL revenue account(s). Revenue/expense associated with fluctuations in exchange rates is tracked separately in the GL foreign exchange gain/loss accounts.

Most reports can be filtered by specifying selection criteria such as sales rep, customer, item type, and item, to provide additional levels of reporting.

Sales Invoice Register

This report shows AR invoices for the selected period, sorted by invoice number. The report prints one line per invoice showing invoice number, date, customer, subtotal (total before taxes), subtotal converted to domestic currency, taxes, and invoice total amount. The report prints totals for the period for subtotal (in domestic currency) and for each tax.

Sales by Type

This report shows sales summarized by item type for the selected period.

Sales by Type /Item

This report shows sales grouped by item type then summarized by item for the selected period.

Sales by Type /Item /Customer

This report shows sales grouped by item type then item then summarized by customer for the selected period.

Sales by Customer

This report shows sales summarized by customer for the selected period.

Sales by Customer /Type /Item

This report shows sales grouped by customer then item type then summarized by item for the selected period.

Sales by sales rep

This report shows sales summarized by sales rep for the selected period.

Sales by Customer Type

This report shows sales summarized by customer type for the selected period.

Sales by Customer Type /Customer

This report shows sales grouped by customer type then summarized by customer for the selected period.

Lists

The Sales History list screen has an option to print (with totals), and can be filtered by customer, item type, item, fiscal year, period, and invoice no.

Other

An ODBC driver is available for creation of custom reports via MS Access or Crystal Reports, mail merge with MS Word, and to import Pilot data to MS Excel, etc.