Report Completed Sales Dollars
Access
This routine produces a series of reports showing sales-related transactions (excluding service orders) by location, for a user-defined as-of date. You can run the report for detail, summary, or both. An option to include a GL recap is also available.
The detail report prints a recap section that displays the totals (without the breakdown) by individual transaction. The summary report displays totals by primary salesperson and location.
If you select Summary at the Detail, Summary, or Both field, the program restricts your output options to Printer or Screen.
This report only shows information for open sales period(s). Once a sales period has been closed (for example, the end of the month report has been run), records from the closed sales period(s) are not included in this report.
The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.
Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.
Start DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
End DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Detail, Summary, or Both
Print GL RecapCheck the box if you want to generate a recap report of the general ledger posts, showing the GL account number, description, and debit and credit amounts. Totals for the company and grand totals are also included.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.