Report Product Sales to Service Ratio

(Problem Product Report)

Access

This report shows the number of service lines that have been entered for a product compared to the number of units that were sold for the time period specified in the report criteria. Once the run-time options have been selected, choose Run to produce the report.

The run-time options for this report are:     

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.

ProductEnter the code of the product on which you want to report. If you click on the Search button, you access the Search for a Product window from which you can create a list of products to include in the report. If you leave the field blank, you select all products.

Product Group, Product CategoryThese fields are used to indicate the Product Group/Category to include on this report. For each field, one or All may be selected. To report on a single group/category, enter the specific group/category code, or click the Search button to select from the list. To report on all product groups/categories, leave the field blank.  

Vendor CodeThis field is used to indicate the vendor or vendors to be included in this report. One, multiple, or all vendors may be selected. To report on a single vendor, enter the vendor code or click the Search button and use the Vendor Cross Reference to locate a vendor code. To create a specific list of vendors for this report, use the Multiple Vendor Selection screen available from the Action button. To report on all vendors, leave the field blank.

Problem CodeThis field is used to indicate the problem code or problem codes to be included in this report. One, multiple, or all problem codes may be selected. To report on a single problem code, enter the problem code or click the Search button to select from the list. To create a specific list of problem codes for this report, use the Multiple Problem Selection screen available from the Action button. To report on all problem codes, leave the field blank.

Detail or SummarySelect Detail to produce the detailed version of this report. Select Summary to produce the summary version of this report.

Primary SortThis field indicates the item by which the report data will be sorted first. Select the primary sort criteria from the drop-down list at this field.

Secondary Sort, Tertiary Sort, Quaternary SortThese fields indicate the items by which the report data will be sorted second/third/fourth. Select the secondary/tertiary/quaternary sort criteria from the drop-down list at this field. If no secondary/tertiary/quaternary sort is desired, leave the field blank or choose None Selected.

Sort OrderThe sort order may be in ascending or descending order for the primary, secondary, tertiary, and quaternary sorts. Select Ascending to indicate an ascending sort order. Select Descending to indicate a descending sort order.

Problem/Sales Ratio SortSelect this option to sort the report in ascending order by the problem/sales ratio.

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 (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), 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.