Sales Summary Report

Create a Sales Summary report to summarize Item sales by a specific day or date range. Customize the report by selecting Locations, Management Regions or Field Reps. Identify items included on Sales Tax Holidays and generate a report to track sales of those Items.

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 Summary Report

Create Your Report

Use the drop down list in Summarize By to select either

• Item
• Category
• Both

The Category Sort Order field is active if Category or Both is selected in Summarize By field. Select either

• Category- Sorts numerical by the Category ID.
• GM% inc- Gross Margin percentage increase
• GM% dec- Gross Margin percentage decrease
• Rev dec- Revenue decrease

The Item Sort Order field is active if Item or Both is selected in Summarize by field. Select either

• Category- Sorts numerical by the Category ID.
• GM% inc- Gross Margin percentage increase
• GM% dec- Gross Margin percentage decrease
• Rev dec- Revenue decrease

Group By is active if Category or Both is selected in Summarize by field. Select either

• First digit of Category ID
• First two digits of the Category ID
• First three digits of the Category ID

Choose Details of

• None
• Location
• Field Rep
• Both

In the Field Rep Selection section, All Field Reps selected by default. Select One Field Rep and enter an Operator ID or select F12 to search.

All Locations selected by default in Location Selection. Remove the checkmark and enter a From and To Site ID.

Date Selection defaults to the current date. Select Start and End to enter a specific date using the drop down calendar or enter dates using the mm/dd/yy date format or create a date range.

Customize the report using any or all of the available checkboxes.

• Select Exclude Wholesale Customers to exclude Wholesale Customers.
• Show Quantity Totals is active if Item or Both is selected in Summarize By field and adds a Item Quantity on Hand column to the report.
• Select Hide GM and GM% to hide the Gross Margin amount and percent.
• Print Only Sales Tax Holiday Items- Select to limit the report to items included in a Sales Tax Holiday. See Access Tax Holidays for more information.
• Show Kit Components- Select to have all components that comprise the inventory type, Kit, listed.

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

Learn more about applying an Item filter here.

Learn more about applying a Customer Filter here.

Select to Export a .csv version of the produced report to the location chosen using .

Select Preview to view the report onscreen.

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