Previous Topic

Next Topic

Book Contents

Book Index

SA Tutorial: Customer Sales 12 Months Report

In this tutorial, you will design a report showing the Sales amount for each customer over 12 months.

  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 AR Customers to analyse information relating to Customers.
  4. In the Analysis Range, select:
  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. In the From Period field, select the Period 12 months back from the To Period. The To Period defaults to the current period for AR.
  3. Select the Crosstab Report checkbox. This allows the information to be printed in monthly columns, such as one 1 period per column as shown.
  4. On the Fields tab, select the following fields in the Source and FieldName columns. These fields will be available to the report. The AR Customers - CustomerCode field will already be selected. Select the Summary - ExclusiveAmountBS field twice, as one will be used as a total.
  1. For the second Summary - ExclusiveAmountBS field, clear the Range column.
  2. Set the Display Label of the first Summary - ExclusiveAmountBS field to Sales Value (Excl).
  3. Set the Display Label of the first Summary - ExclusiveAmountBS field to Sales Value Total.
  4. On the Output Selections tab, set the Report Title to Customer Sales 12 Months.
  5. On the Data Selections tab, beside the Customer From field, click , to change it to . This will allow the user to select the From Customer and To Customer when the report is run.
  6. Beside the Customer Group field, click , to change it to , to allow the user to select the Customer Group when the report is run.
  7. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.