How To: Running the Department Performance Report (05-08-01)

Overview

This selection reports on the sales activity and current inventory for each location, broken down by department. The totals are summarized by your choice of Department, Region, or Company levels.

Special Notes

  • If any gross margins do not fall within the range specified in the Set Preferences selection (05-60), an asterisk (*) appears in the EXC column.
  • If the Department Performance report is printed by Unit Cost, the ‘QTD GM’, ‘YTD GM’, and ‘Current Inventory’ columns do not appear. Month To Date (MTD) is the only month that carries the costing at unit cost and vendor price. All prior months only carry the vendor price and the current inventory is always valued at vendor price.
  • The ‘Current Inventory’ column is only as accurate as the last running of ‘Update S/A Inv Figures (05-02).
  • Carpet items print quantities in square yards and fabric items print quantities in running yards.
  • This report can only be printed to a laser printer or PDF file.
  • You can sort a report column by clicking on the Column Heading.
  • You can move a report column by clicking on the Column Heading and dragging to the desired location.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.

  1. Specify whether the report should include Written or Delivered Sales.

  1. Specify whether the report should include information for Merchandise sold individually or for Packages.

  1. Select the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Select the ‘Vendor Price’ button to base these calculations on the Vendor Price.

  1. Click Refresh and the report results appear.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

  1. Click the Company, Region, or Branch tab to view the department information broken down by company, region, or branch, respectively.

  1. Click the Print button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer or enter a new one.

  1. Click Export to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click Ok.
    IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.

  1. Click the ‘Export Excel’ button (optional) to open the information with Excel.
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