Summary
This is a report that provides the user with a definable list of accounts along with the ability to define 2 periods to compare sales by NIS and unit quantity between the 2 periods.


Report Location
Report Category: Sales
Report Sub Category: Comparisons
Report: 2 Period Sales Comparison by Account


Report Sample



Totals and Sub-Totals
Grand Total at the bottom of the report.



Parameters

  • Order Type (e.g. Perenso Orders, Imported Orders etc)
  • Account Group 1 - Group 4 (as set in "Report Config")
  • Product Group 1 - Group 4 (as set in "Report Config")
  • Period 1 (Years and Months only)
  • Period 2 (Years and Months only)
  • Based On: Activity Date, Order Date, Delivery Date (Activity Date is default)
  • Work Item/s (Defaults to "All" but allows a user to pick any Work Item/s that are of the type "Take An Order")
  • Order Status (see below):
    Results of the report are counted based on the Order Status of the lines in the order. For example. if "Not Sent" is selected in the report then all lines with the below statuses in the "Not Sent" category are counted).:



Requirements for report

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work



Sort Order

  • Suburb
  • Account Name



Column Details

  • Account Name
    This column will return the Display Name of the Account

  • Street
    This column returns the combination of Street 1 and Street 2 field from the "Primary Address" section of the Account

  • Suburb
    This column returns the Suburb field from the "Primary Address" section of the Account

  • Banner
    This column will return the Account Group that is mapped to the ‘Group 2’ slot in Administrator (within Report Config)

  • Grade
    This column will return the Account Group that is mapped to the ‘Group 3’ slot in Administrator (within Report Config)



NIS

Period 1

This column returns the NIS Sales for all completed orders for the Account in the ‘Account Name’ column for any orders taken within the "Period 1" timespan.

Additional conditions:

  • Results are based on the Order Type specified in the Parameters
  • Results returned are regardless of who took the order


Period 2

This column returns the NIS Sales for all completed orders for the Account in the ‘Account Name’ column for any orders taken within the "Period 2" timespan.

Additional conditions:

  • Results are based on the Order Type specified in the Parameters
  • Results returned are regardless of who took the order


Var

This column is a calculated column. The calculation is:

Period 1 – Period 2 = VAR

 

Growth

This column is a calculated column. The calculation is:

VAR \ Period 1 = Growth (shown as a %)



Unit Qty

Period 1

This column returns the Unit Qty for all completed orders for the Account in the ‘Account Name’ column for any orders taken within the "Period 1" timespan.

Additional conditions:

  • Results are based on the Order Type specified in the Parameters
  • Results returned are regardless of who took the order


Period 2

This column returns the Unit Qty for all completed orders for the Account in the ‘Account Name’ column for any orders taken within the "Period 2" timespan.

Additional conditions:

  • Results are based on the Order Type specified in the Parameters
  • Results returned are regardless of who took the order


Var

This column is a calculated column. The calculation is:

Period 1 – Period 2 = VAR

 

Growth

This column is a calculated column. The calculation is:

VAR \ Period 1 = Growth (shown as a %)