SA Tutorial: Product 12 Periods plus Max Min

In this tutorial, you will design a report showing the quantity sold of each product per month over the last 12 months, including the minimum and maximum stock levels.

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 IC Products to analyse information relating to the Products.
4. 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. 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. Select the Quantity Supplied field twice, as one will be used as a total.

• IC Products - ProductCode
• IC Products - Description
• IC Products - MinimumQuantity
• IC Products - MaximumQuantity
• Summary - QuantitySupplied
• Summary - QuantitySupplied

1. Select the Blank Zero column for each numeric field. This stops zeros printing if the field has no value and makes the report easier to read.
2. On the last row of the grid, change the Display Label to Total Quantity Supplied and clear the Range field (using the Space bar). This creates a total column for all the months.
3. You can improve the presentation by making the Display Labels wrap over lines. To do this, add a pipe character (|) at the end of each word you want wrapped, and remove the space between the words. For example, Maximum|Quantity.
4. On the Output Selections tab, enter a Report Title to be displayed on the report, such as Products 12 Period Sales with Min and Max Qty. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
5. On the Data Selections tab, in the Product panel, click beside From so change it to . This means the Product selections and filter will be available when the report is run, allowing a product range to be specified.

6. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.