Sales Analysis Detail

Create a summary or detail report to view sales and margins by Field Rep.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Sales
Grant permission to the individual report > Sales > Sales Analysis Detail

Create Your Report

Use the Report Type drop down list to choose a Detail or Summary report.

The Completed Date field will allow selection of the date the sales completed for all dates, a date range or by selecting an option the compares to the current date like selecting Yesterday or Last Week.

All Dates is the default for the Paid Date field to add a Paid Date filter but a date range or option that compares to the current date is available.

Keep the default of Any in the Status field or select Paid or Unpaid.

Choose how the details of the report will be grouped by using the Primary, Secondary and Tertiary Group By fields. Use the checkbox Page per Primary Grouping to create a page break for each Primary Group.

Select Export Raw Data by Field Rep to sort the exported raw data by the Field Rep.

Select the Hide Margin checkbox to prevent any cost, margin, or margin percent from being included on either the summary or detail version of the report.

When creating a Detail report, the Show PO# and Show Comment checkboxes become available to include those details on the printed report.

Choose Use Primary Vendor Replacement Cost to print the replacement cost at the time the report is printed instead of the item weighted average cost.

Select Summarize by Analysis to add a total line for fertilizer ingredients. When generating a Summary version of the report, the Analysis label appears followed by NPK, extended cost, extended price, margin and margin %. If creating a Detail version of the report, the item Quantity and Unit of Measure is added to the fields included on the Summary report. Items on the Seeds & Services tab will appear separately.

Use the Field Rep column to select Any, Unassigned, one or multiple Field Reps for the report. The report includes transactions where the Field Rep is referenced on the Order or Batch.

Learn more about applying a Customer Filter here.

Learn more about applying an Item filter here.

Beginning with Merchant Ag 4.7.9.5, using the Item filter is reflected accurately on the report.

Choose Print Filters to include a page that lists the fields and selections chosen during report creation. This information can be used to create a report template. Learn more in Reports FAQ.

The Location field allows selection of Any, one or multiple Locations for the report and also filter the details on the report by Management Region or Management Group.

Select the Preview button to view the report on-screen.

The Print button now features a drop down list that contains the option to select

  • Print
  • Export to Excel as a .xls spreasheet
  • Export to PDF
  • Export Raw Data