Summary
This is a detailed report that displays sales for all selected products by account group for the selected period .


Report Location 

Report Category: Sales

Report Sub Category: Summary

Report: Account Group Sales by Product by Month



Report Sample 



Totals & Sub-Totals 

Grand Total at the bottom of the report



Parameters 

  • View By - lists all Account Groups specified in "Reporting Config Details" in Administrator. The default is the 2nd level of the "Group Reports On" section. available options are groups set in "1st Level", "2nd Level", "Extra Group 1", "Extra Group 2" and "Extra Group 3"
  • Account Group 1 - 4
  • Period: Years (e.g. 2013, 2014) and MAT periods
  • Based On: Activity Date, Order Date, Delivery Date (Activity Date is default)
  • Data Type: Units or NIS or List Price
  • Order Type
  • 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

  • Account Group column (A-Z) 



Column Details 

  • 'Territory'
    'Territory' is a placeholder description for sample purposes in this spec. This column will be labelled the "View By" Account Group that has been specified in the parameters of the report. For example, if "Banner" was set as the "View By" then this column would return "Banner".

  • Product ID
    This column returns the Product ID of the Product

  • Product
    This column returns the Description of the product

  • (Months)
    These columns returns the summed relevant "Data Type" (set in the parameters of the report) for orders (based on the order type selected) for the account. The months shown change based on the Period selected. For example if "Year 2015" is selected then these columns return Jan 2015 - Dec 2015. If MAT is selected these columns return Apr 2014 - Mar 2015 (if the current month was March 2015 as an example)
    - If "Based On" is set to "Activity Date" then this column returns results for the selected period where the Activity Date is within the selected period.
    - If "Based On" is set to "Order Date" then this column returns results where the an order exists and the "Order Date" of any order within the call is within the selected period. If no order exists, the call is not counted.
    - If "Based On" is set to "Delivery Date" then this column returns results where the an order exists and the "Delivery Date" of any order line within the call is within the selected period. If no order exists, the call is not counted.