LA A/R - Reports: Sales Report

Sales Report

This AR Reports panel routine prints four different reports of sales activity. After selecting the desired report, the next screen lets you choose a date range and format options specific to the report selected.

Select Report

 

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Billing Code Report

This Sales Report gives you several options to list sales invoice activity (not payments) in order by Billing Codes.

Range Selection

Starting Date/ Ending Date — The report defaults to the current month. You can change the Starting and Ending dates as needed.

  • Select Products — Mark this check box to display a grid of Billing Codes in which all items are marked. You can uncheck any items that you do not want to include on the report, either individually, or by using the Uncheck All button and then marking the items to include. Once you have marked the desired items, you can select the Save Memorized button to open a window in which to enter a name for this grouping. Then, at another time when you print a report with this option, you can select the Use Memorized button to restore the same selections.

  • By Summary — Mark this check box to print the total sales activity for each Billing Code without showing individual transactions.

  • Include Customer Info — (Not active when printing By Summary.) Mark this check box to add each Customer's ID and Name to each transaction.

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Commission Report

This Sales Report gives you several options to list information on activity by Sales Representatives.

Range Selection

Starting Date/ Ending Date — The report defaults to the current month. You can change the Starting and Ending dates as needed.

  • Select Sales Rep — Mark this check box to display a grid of Sales Representatives in which all names are marked. You can uncheck any names that you do not want to include on the report.

  • Separate Page — Mark this check box to print a separate page for each representative.

  • Range is based on Payment Date — Mark this check box to have the report look at the Payment Date rather than the Invoice Date.

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Sales Tax Report

This Sales Report gives you the option to modify the date range covered and to select the State to cover.

Range Selection

Starting Date/ Ending Date — The report defaults to the current month. You can change the Starting and Ending dates as needed.

State: Select the desired state from the list box.

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Sales Analysis Reports

This Sales Report gives you three report options:

  • Customer Statistical Report — This report calculates the number of customers by Customer Status, Customer Type, and by Geography (State/Prov).

  • New Customers Report — This report lists all new customers added within the date range.

Starting Date/ Ending Date — The report defaults to the current month. You can change the Starting and Ending dates as needed.

  • Sales Statistical Report — This report provides sales summaries by Sales Representatives and by Billing Codes within the date range.

Starting Date/ Ending Date — The report defaults to the current month. You can change the Starting and Ending dates as needed.

 

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