How To: Defining New Columns (05-41-11)

Overview

By default, the Sales by Customer report includes columns for the following:

  • Customer Number
  • Customer Name
  • Region
  • Store
  • Sales Dollars
  • Number of Tickets
  • Gross Profit Dollars
  • Gross Margin Percentage
  • Gross Profit Percentage
  • Return Percentage
  • Average Number of Units*
  • Average Unit Price

To add columns that report on a specific product type or department, complete the steps described in this tutorial.

* Based on Preferences (05-90-03-11)

Step-by-Step

  1. Click the ‘Define Columns’ button at the bottom of the Sales by Customer screen. The Definable Columns Setup window appears.

Click image to enlarge.

  1. In the ‘Title’ field, type the name of the new column.

  1. In the ‘Prod/Dept’ column, select whether you want the new column to report on a specific product type or a specific department.

  1. Depending on your choice in Step 3, select a product type or department from the ‘Product Types to Select’ or ‘Departments to Select’ drop-down menus, respectively.

  1. Click the arrow button to add the selected product type/department to the Value column.

  1. Repeat steps 2-5 until all columns are set up.

  1. To delete a column, clear the ‘Title’ field and press Tab.

  1. Click OK and the window closes.

Click image to enlarge.

  1. Click Refresh on the main screen to update the report information. The column(s) you just created now display.
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