Running the Product Summary & Comparison Report

This report totals the quantity or dollar amount of each product sold or purchased during two designated periods and the same periods for the prior year, and then calculates the percentage of change from the prior period to the current period.

If one of the two comparison periods for an item does not have sales, the %Change column showing on the report will be +/- 100%.

You can print the report for a single product, price line, buy line, multiple price lines, or multiple buy lines.

To run the Product Summary & Comparison Report:

  1. From the Reprts > End of Month Reports > Product Sales Reports menu, select Product Summary & Comparison to display the Product Summary & Comparison Report screen.

  2. In the Br/Tr/ALL field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.

  3. Complete or change any of the following fields, as needed:

Field

Description

Select By

Indicates whether to run the report for price lines, buy lines, or products. Based on your selection, the system names the next field accordingly. For example, if you enter Price Line in the Select By field, the next field is called Price Line.

(Price Line / Buy Line / Product)

A value to use for selecting a subset of transactions for the report's sales analysis. Use the Multi hot key to enter multiple values in this field. *Multi* displays in the field.

Leave this field blank to run the report for all price lines, buy lines, or products.

Sort By

Sorts the data on the report by a specific column or group of columns. The default value is by Customer.

Sales Based on

Indicates whether to base the report on sales quantities or sales dollars. The default value is Quantities.

First Period Start Date

The first date in a range of dates for which to view month-to-date sales. This field supports variable dates.

First Period End Date

The last date in a range of dates for which to view month-to-date sales. This field supports variable dates.

Second Period Start Date

The first date in a range of dates for which to view year-to-date sales. This field supports variable dates.

Second Period End Date

The last date in a range of dates for which to view year-to-date sales. This field supports variable dates.

Detail/Summary

Indicates what level of detail to print on the report.

  • Detail – Lists each product on the transaction. This is the default value.

  • Summary – Lists only totals for the transactions for each product.

Break on Branch (Y/N)

To sort information by each branch and add a Br column to the report which lists subtotals for each branch, enter Y; otherwise, enter N.

Transfers (Inc/Exc/Only)

Indicates whether to include, exclude or run the report for transfer sales only.

Credits (Inc/Exc/Only)

Indicates whether to include, exclude or run the report for credit sales only.

Directs (Inc/Exc/Only)

Indicates whether to include, exclude or run the report for direct sales only.

  1. Set options, if needed, and generate the report.

See Also:

Product Sales Report