How To: Running the Transaction Details by Item Report (05-41-06)

Overview

This tutorial describes how to run the Transaction Details by Item 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. From the ‘Brand’ drop-down menu, select a brand for the report. Select ‘All’ to include data from all brands 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. If you want to limit the report’s range, enter a beginning and/or ending item number in the ‘From Item’ and ‘To Item’ field.

    Choose the ‘And’ radio button (for Vendor and Item Range) if you only want to see the items for your chosen vendor that fall within the item number range you set. The ‘Or’ radio button selection will display all items from your selected vendor in addition to all items that fall between the range, regardless of their vendor.

    You can also enter an item in the ‘From Item’ field without entering one in the ‘To Item’ field to start the listing with that item. Additionally, you can enter an item in the ‘To Item’ field without entering one in the ‘From Item’ field to end the report with that item.

  1. Click Refresh and the report results appear. Click on an individual line for additional information.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

  1. Select items to include on the report (or export) by either double clicking the field in the ‘Sel?’ column of individual items or click the Select All button at the bottom. ‘Y’ appears in the ‘Sel?’ column for all items that have been selected.
    • Click in the ‘Sel?’ column again or click the Unselect All button to exclude items from the report or export.

  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 Selected Items to download the selected items on 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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