SA Tutorial: Customer by Product Report

This tutorial shows you how to create a Sales Analysis report, showing Customers by Products for a range of periods.

1. Go to Navigator > Reports > Sales Analysis > Analysis Report Designer.
2. On the Definition tab, leave the Analysis Type set to Invoices.
3. In the Analyse grid, select the following. This will allow you to add fields from the selected groups.

• AR Customers
• IC Products

1. In the Analysis Range, select:

• Analysis - Range of Periods

  The report will select data from a range of periods.

1. Beside the From Period field, click , to change it to . This will allow the user to select the From Period and To Period when the report is run.
2. On the Fields tab, select the following fields in the Source and FieldName columns. These fields will be available to the report.

• AR Customer - CustomerCode
• AR Customer - CustomerName
• IC Products - ProductCode
• IC Products - Description
• Summary - QuantitySupplied
• Summary - ExclusiveCostBs
• Summary - ExclusiveAmountBS
• Calculated - GrossProfitBs
• Calculated - GrossMarginBs

1. For the Field AR Customer - CustomerCode and AR Customer - CustomerName, enter 1 in the Group column. This ensures the information will be sorted by Customer Code and Name.
2. On the Document Selections tab, select the following fields in the Line Type box. Clear the other selections. This makes sure only the actual products sold are included in the report.

• Product
• Manual Kitset
• Component

1. Click Run (Ctrl+R) to run the report.
2. You will be prompted to select output options and the period range. Make selections then click Run (F9).