A report that summarizes the sales for an account by product by month. Available within a View Report workitem to allow users to easily via sales history by product
Report Location
Work Item ONLY report (View Report work item)
Report Sample
Account: Account XYZ, Period: MAT 2020, Based On: Activity Date, Order Type: Perenso Orders, Value: Units, Order Status: Sent
| Product | Month 1 | Month 2 | Month 3 | Month 4 | Month 5 | Month 6 | Month 7 | Month 8 | Month 9 | Month 10 | Month 11 | Month 12 | Grand Total |
| Baby Products | |||||||||||||
| Baby Wipes | |||||||||||||
| Baby Wipes 100pk scented | 39 | 22 | 28 | 4 | 26 | 3 | 12 | 18 | 5 | 157 | |||
| Baby Wipes 100pk non scented | 35 | 13 | 21 | 7 | 16 | 35 | 19 | 27 | 3 | 12 | 26 | 3 | 217 |
| Baby Wipes 200pk scented | 20 | 27 | 5 | 2 | 39 | 36 | 36 | 12 | 7 | 184 | |||
| Baby Wipes 200pk non scented | 33 | 13 | 25 | 2 | 7 | 17 | 28 | 125 | |||||
| Baby Wipes Sub Total | 127 | 53 | 48 | 35 | 47 | 63 | 58 | 73 | 39 | 53 | 51 | 36 | 683 |
| Baby Food | |||||||||||||
| Banana Custard 120g | 10 | 7 | 8 | 1 | 21 | 8 | 55 | ||||||
| Strawberry Custard 120g | 16 | 19 | 4 | 12 | 22 | 11 | 3 | 3 | 8 | 98 | |||
| Pear Custard 120g | 21 | 2 | 2 | 9 | 21 | 12 | 5 | 17 | 89 | ||||
| Baby Food Sub Total | 47 | 19 | 6 | 21 | 39 | 1 | 32 | 15 | 24 | 13 | 25 | 242 | |
| Baby Products Grand Total | 174 | 72 | 54 | 56 | 86 | 64 | 90 | 88 | 63 | 66 | 76 | 36 | 925 |
| Cosmetics | |||||||||||||
| Makeup | |||||||||||||
| Makeup Brush | 39 | 22 | 28 | 4 | 26 | 3 | 12 | 18 | 5 | 157 | |||
| Makeup Wand | 35 | 13 | 21 | 7 | 16 | 35 | 19 | 27 | 3 | 12 | 26 | 3 | 217 |
| Makeup Tub | 20 | 27 | 5 | 2 | 39 | 36 | 36 | 12 | 7 | 184 | |||
| Makeup Sub Total | 94 | 40 | 48 | 35 | 22 | 61 | 58 | 66 | 39 | 36 | 51 | 8 | 558 |
| Makeup Grand Total | 94 | 40 | 48 | 35 | 22 | 61 | 58 | 66 | 39 | 36 | 51 | 8 | 558 |
| Grand Total | 268 | 112 | 102 | 91 | 108 | 125 | 148 | 154 | 102 | 102 | 127 | 44 | 1483 |
Totals & Sub-Totals
Sub Total for each Product Group
Grand Total as per sample
Parameters
- Product Group (a filter available for the product group specificed in "Group Reports On" in Administrator)
- Period (default to MAT, also allow for individual calendar years to be selected)
- Based On: Activity Date, Order Date, Delivery Date (Activity Date is default)
- Order Type
- Value (Units, List Price, Sale Price)
Order Status (see below). Only show: All, Sent, Unsent, Referred, Held, Confirmation Not Sent
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).:Order Status ConstKey Description All Includes ALL of the below status Sent 304222 Credited 304211 Delivered 304210 Received 304216 Resend Pending 304209 Sent 304220 Sent - Email Delivered 304219 Sent - Email Opened 304221 Sent - HSN Received 304223 Sent - Price Changed Not Sent 304203 Not Due to Send 304207 Partially Sent 304204 Pending 304205 Processing 304214 Referral Declined 304212 Send Failed 304218 Send Failed - Email Bounced 304217 Send Failed - Email Dropped 304215 Send Failed - No Email 304208 To be Retried Referred 304202 Referred by User Held 304201 Held by User 304206 Held - Product Confirmation Not Sent 304213 Confirmation Not Sent
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
- Product Group
Column Details
Product Group
Returns the groups within the Product Group set in "Group Reports On" specified in Administrator. This is defined in Administrator within "Reporting Config". For example, if the "Group Reports On" Product Group has been set to "Brand" then these columns will return Brands.
If "Value" parameter = "Units" then this column will return the total unit value for the selected Order Type for each month for each product. This value is irrespective of who took the order (all orders for the account are counted). Only products with a value in any column are shown.
If "Value" parameter = "Sale Price" then this column will return the total Sale Price (NIS) value for the selected Order Type for each month for each product. This value is irrespective of who took the order (all orders for the account are counted). Only products with a value in any column are shown.
If "Value" parameter = "List Price" then this column will return the total NIS value for the selected Order Type for each month for each product. This value is irrespective of who took the order (all orders for the account are counted). Only products with a value in any column are shown.