How To: Running the Weekly Sales Report (05-10-02)

Overview

This selection is used to view the weekly sales transaction totals by branch for a specified date range.

You can view the information on the screen, print a paper copy, or open it directly in Excel.

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. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. Specify whether the report should include ‘Written’ or ‘Delivered’ sales.

  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 figures 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 ‘Export Excel’ (optional) to view the report in Excel.

  1. Click ‘Print’ to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer or spooler, 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.
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