How To: Running the Monthly Sales Report (05-03)
Overview
This selection is used to view sales and inventory information for the current month. You can view the information on the screen, print a paper copy, or download the report to your computer.
Special Notes
- This report can only be printed on a laser printer or directly to a PDF file.
- You can sort a column by clicking on the Column Heading.
- You can move a column by clicking on the Column Heading and dragging to the desired location.
Step-by-Step
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- From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.
- Specify whether the report should include Written or Delivered Sales.
NOTE: This option only displays if there are Written Sales files on your system.
- Click the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Click the ‘Vendor Price’ button to base these calculations on the Vendor Price.
- Specify whether the report should include information for Merchandise sold individually or for Packages.
- 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.
- 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.
- 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.