SALE03 — Sales

Operational Reports > Sales

Who would use this report?

Sales, management, and warehouse staff

What is in this report?

sale03Quantity, cost, value, GP $ or GP %, by selected filtersSelectively remove data from view. in summary or detail by customer, customer rep, customer warehouse, customer territory, invoice rep, order territory, order warehouse, item code or product groupIn security, a list of users or other groups that can be used to assign access permissions and capabilities. Groups can be referenced from other authentication sources or can be local to Pronto Xi Business Intelligence. Local groups are managed from BI Administration. The list of groups that an authentication user is a member of is part of the user's passport for an Pronto Xi Business Intelligence session. In reporting, grouping is the action of organising common values of query item together and only displaying the value once. Headers and footers often appear after each instance of a common value in a grouped column.

How do I use it?

Select Summary or Detail to viewA set of data connected to a cube, deliberately laid out to communicate business information. the summary or detail version of the reportA set of data deliberately laid out to communicate business information. Depending on the context, 'report' may refer to report specification or report output. Report (more precisely, report specification) is the generic term for the objects created or edited in Cognos Analytics. Pronto Xi Business Intelligence offers a suite of standard reports..

Sort options:

• Display & Sort by — group and sortArrange elements of a list in a certain order. The most-used orders are numerical order and lexicographical order. the report by customer, customer rep, customer warehouse, customer territory, invoice rep, invoice territory, invoice warehouse, order rep, order territory, order warehouse, item code, or product group

Filters include:

• Include Kits — specify whether to include, combine, or exclude kit items

• Include Credit Notes — specify whether to include credit notes

• Include Rental Income — specify whether to include rental income (type RN)

• Date Type — (mandatory) select the date type on which to base the report, for example, the delivery or processing date

• Date Selection — for the selected date type, select a date range, year or period on which to report

• Customer — search by customer code, customer keyword, or customer code range

• Item Code — search by item code, item keyword or the item code or item code range

Other filters include Customer Rep, Customer Territory, Customer Warehouse, and Product Group.

What can I do in the report?

Select Summary or Detail to view the summary or detail version of the report.

You can group and sort the report by customer, customer rep, customer warehouse, customer territory, order rep, order territory, order warehouse, item code, or product group.

You can filter by Date Selection, Date Type, Include Kits, Include Credit Notes, and Include Rental Income.

When you run the report in summary format, you can click any available links to drill to more detail in pxiPronto Xi.