Allows the user to generate a report by entering a range, a period or specified order dates and compare them against the same. The report can assist
you in determining the % of increase or decrease that effects your business due to seasonal changes. Users can select up to three group specifications to include on the report. Reports can be emailed by entering the recipients email address prior to 'Building Report".
Component Percentage might be used in these scenarios:
What quarter is my busiest quarter?
What does each day of the week represent to my total weekly production?
Of the last major holidays, which one was my busiest and by how much?
Percentage Change from First might be used in these scenarios:
What % of increase/decrease is there annually for a given period or specified dates?
Did my customers increase/decrease orders for an event as requested?
Prerequisite: Units (other than each) must be assigned to products in order to be selected in in this report. Unassigned products will display in each.
Location Console=>Reports=>Summary Reports=>Order Statistics Comparison
Comparison Value: there are several options to choose from based on what data you wish to query. Select from the following:
Count Orders by Type.
Price: Average or Most Recent.
Units: Ordered: Received or Invoiced by Average or Sum
Value: Ordered: Received or Invoiced by Average or Sum
Comparison Type: Selecting "None" will report on values, "Component Change" will report on part of a larger whole and 'Percentage Change from First" will show you the difference between the first value and all other that are queried.
Comparison Specification: Enter the date ranges to be compared.
Group Specification: (limited to three) Arrange in the order that you wish to have the data displayed on the report.
Order View Type: the orders that will be queried for the report. For suppliers, this would likely be sales orders and for customers it would likely be purchase orders.
Products: By default all products will be displayed, to specify products 'Add Products" to make your selections.
Unit: By default (no unit mask) is selcted which will display quantities in each. Optional units may be reported on if products have been assigned to them. Note: the unit will be ignored if running the report for more than one location.
Format: output report type
Select the caret "v" for expanded formatting options:
Within the [brackets] you can specify the information to be queried, e.g: Location or Contact information by Code instead of Name, "Contact": "[name] ([code])", Delete [name] from "Contact" so that it reads "Contact":"[code]" .