Sales Activity - Detail

Create a detailed report of Sales activity by orders that includes Customer names and items purchased. Customize this report to view Sales Activity for a specific Customer, Location, Item Category or Settlement Type. This report can be exported.

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 Activity Detail

Create Your Report

Select the Type of transactions for the report of either

All	Batches
Orders	Direct Orders
Fuel

Choose to Order By

Order Number	Date
Order Total	Settlement Type
Customer Name

Include an Item ID in Orders Containing Item by entering the Item ID or use F12 to search to filter the report to that item only. Leave blank to include all items.

The Date defaults to the current date. Enter a date range by selecting

• Start- Enter a Start Date using the drop down calendar or enter using the mm/dd/yy date format.
• End- Enter an Ending Date using the drop down calendar or enter using the mm/dd/yy date format.

In Location Selection, all Locations selected by default. Select One Location and enter a Site ID or select F12 to search.

Operator Selection indicates All Operators selected by default. Select One Operator and enter an Operator ID or select F12 to search.

Use Category to select All, one or multiple Item Categories.

Retain the default of All for Settlement Type or select one or multiple Settlement types.

Export- Select Export then click to choose the location to save the produced report. When integrated with ProPartners, the Loan ID will be included in the export spreadsheet.

Learn more about applying a Customer Filter here.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.