Sales Analysis Detail
Create a summary or detail report to view sales and margins by Field Rep.
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.
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
- Export to Excel as a .xls spreasheet
- Export to PDF
Export Raw Data

Understanding Your Report
The sample detail report below displays the columns included in the report.
Field Rep ID is included in both the Detail and Summary report.
Customer ID is included in both the Detail and Summary report.
Item ID of the item sold is included in both the Detail and Summary report.
Type indicates the Transaction Type
Invoice provides the sales invoice ID plus the Invoice Date and for paid invoices, the Pay Date.
The Site displays the Inventory Site ID and the P Ctr. the Profit Center ID.
The F. Mth indicates the Fiscal Month.
Quantity indicates item quantity for the sale and Units the items' Stocking Unit of Measure.
Revenue is the total revenue from the sale along with Cost and Margin. If creating a Summary report, these three columns are included in the Summary report.
The final page of the report features a Grand Total of all financial columns on the report.