How To: Running the Quarterly Sales Report (05-04)

Overview

This report is very similar to the Monthly Sales Report, except that it includes information for the current quarter instead of the current month. Additionally, the Ranking and Current GMROI fields that are included on the Monthly Sales report are excluded from this report. However, the Percentage of Gross Profit Dollars and Average Inventory Value appear on this report and not on the Monthly Sales report.

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 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. Click the ‘Merchandise’ radio button if the report should include information for merchandise sold individually. Click the ‘Packages’ button to only include information about package sales.

  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 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.
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