Comparative Sales Report

Modified on Fri, 22 May 2015 15:41 by Greg Andrews — Categorized as: Reporting and Report Sets, Sales Force

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   General Description
   Fields/Filters
   Standard Report Fields(Page Header)
   Standard Report Fields(Line Items)

General Description¶

Default Menu Location Reports >> Sales Force >> Comparative Sales Report

Screen Name SALESCOMPARE

Function Comparative Sales report screen allows users to generate a comparison report for selected month and year to the year before. A report could be a comparison sales report for the company and among its customers or it could be a comparison of the sales teams within the company.

Fields/Filters¶

Month: Selected month for the report

Year: Selected month for the year

Order Type: Selected Sales Order type

Priority: Priority code

Customer: Customer code

Order By: Comparison could be between the customer or the sales team

Sales Person: Salesperson for the report

Account Manager: Account Manager for the report

Standard Report Fields(Page Header)¶

Selected Month and Year

cmonth(ctod(gd_passdate)) + "/" +alltrim(str(year(ctod(gd_passdate))))

Order Type

gc_ordertype

Order Status

gc_orderstat

Customer

gc_customer

Standard Report Fields(Line Items)¶

Cust No

custno

Customer Name

Customer

Sales

month1

Sales

month2

Sales

month3

Sales

month4

Sales

month5

Sales

month6

Prior Year Sales

prioryr

Calendar Year's Sales

Calendar Year's Month Avg

mavg