How To: Running the Sales by Store Report (05-41-01)

Overview

This tutorial describes how to run the Sales by Store 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 territories and/or markets are set up in 30-02-06, you can select one from this list instead of selecting a region.

  1. From the ‘Store’ drop-down menu, select a store for the report. Select ‘All’ to include data from all stores on the report.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. From the ‘Dept’ drop-down menu, select a department for the report. Select ‘All’ to include data from all departments on the report.

  1. Specify whether the report should include Written or Delivered Sales.

  1. Specify the type of costs to include. 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.

  1. In the ‘Service Branches’ field, select ‘Include’ to include service branches, ‘Exclude’ to not include service branches, or ‘Only’ to include only service branches on the report.

  1. Click ‘Refresh.’ 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.

Click image to enlarge.

  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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