Sales Activity - Summary

Use this report to view summary Revenue, Cost of Goods Sold and Gross Margin information for a specific date or date range. Order Number and Customer names are included.

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 Summary

Create Your Report

Select the Type of sales for the report. Choose either

• All
• Orders
• Batches
• Fuel
• Direct Orders

Order By defaults to Order Number or Customer ID can be selected form the drop down list.

Use Orders Containing Item to limit the report to a specific Item ID by entering the Item ID or select F12 to search.

Location Selection defaults to All Locations. Select One Location and enter a Site ID or select F12 to search.

Operator Selection defaults to All Operators. Select One Operator and enter an Operator ID or select F12 to search.

The dates in Date Selection defaults to the current date. Choose an alternate date using

• Start Date- Select the drop down calender to choose a Start Date or enter using the mm/dd/yy date format.
• End Date- Select the drop down calender to choose an End Date or enter using the mm/dd/yy date format.

Learn more about applying a Customer Filter here.

If scheduling this report, the default selections will be used.

Select Preview to view the report onscreen.

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