How To: Running the Focus Items Report (05-41-03)

Overview

This tutorial describes how to run the Focus Items report.

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.

    NOTE: If you set up branch groups in the Branch Grouping selection (05-90-02), they also appear in this list and can be used for 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. If you want to see the total weights of each salesperson, check the ‘Show Weights’ box.

  1. Decide if you want the report to focus on item weight or floor quantity by selecting the appropriate option.

  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 File 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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