SA Tutorial: Top 5 Products by Customer

In this tutorial, you will design a report showing the top five Products in terms of Gross Profit, per Customer.

1. Go to Navigator > Reports > Sales Analysis > Analysis Report Designer.
2. Leave the Analysis Type set to Invoices.
3. In the Analyse grid, select AR Customers, and then select IC Products, as we want AR Customers to be the top level followed by IC Products.
4. In the Analysis Range, in the Analysis drop-down select Year, to analyse data over the financial current Year.

   Note: You can select Advanced Analysis to make other fields available to select on the Fields tab for AR Customers, such as Sales Last Year and Sales Period to Date, or IC Products, such as Quantity In Stock and Quantity Available, but be aware that these are just current "as at now" figures, not figures based on your Analysis Range.

5. Go to the Fields tab. You will see that the first line is already populated with AR Customers Customer Code, and the second with IC Products Product Code. Add the following:

   Source	Field
   AR Customers	CustomerName
   IC Products	Description
   Calculated	SalesValue
   Calculated	GrossProfit
   Calculated	GrossMargin

6. Select the CustomerName line you added and click Move Record Up (Shift+Up), so that CustomerName is under CustomerCode.
7. Go to the Sort/Limit Tab, and change the second Sort Field to Calculated_GrossProfit, then select the Descending Descending column beside it. This will sort by Customers, then Products ordered by Gross Profit with the highest GP at the top.
8. In the bottom grid which shows the how the report is grouped, enter 5 in the Record Limit field beside the Detail line. You will see the detail line contains IC Products (and Calculated and Summary fields), so this limits the products reported to the first 5 for each customer.
9. Click Run (Alt+R)and run the report to the Screen to view it. You can optionally save your report at this time.