Modify a Product Analysis Report
Before you can perform this task
You must have access rights to Reports for Transactions in the Inventory & Services security option.
Select the Product Analysis
report you want to modify:
Product Analysis Summary
- In the Home window
open the Report Centre. Select Forecast & Analysis,
and then Product Analysis Summary. Click
Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and an Finish dates for the report.
- Select the ranking
method you want to use: Revenue, Quantity,
Profit, or Return On
Investment.
- Select either Top or Bottom and
enter the percentage of your customers the report should display.
(Optional) Select Include Items With
No Transactions to include items that been sold within the reporting
period.
- Select the customer
type to report on:
- On
customers list
- One-time
customers. Skip to step 11 if you select only these customers.
- (Optional) Select
Include inactive customers.
- Select the customers
you want to include in the report. Click Select
All to report on all customers in the list.
- (Optional) If you are using multiple locations,
select Show location information. Click Select Locations.
- (Optional) If you are showing location information, you can now select the Group by location option.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Product Analysis Detail
- In the Home window
open the Report Centre. Select Forecast & Analysis,
and then Product Analysis Detail. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and an Finish dates for the report.
- Select the ranking
method you want to use: Revenue, Quantity,
Profit, or Return On
Investment.
- Select either Top or Bottom and
enter the percentage of your customers the report should display.
(Optional) Select Include Items With
No Transactions to include items that been sold within the reporting
period.
- Select the customer
type to report on:
- On
customers list
- One-time
customers. Skip to step 11 if you select only these customers.
- (Optional) Select
Include inactive customers.
- Select the customers
you want to include in the report. Click Select
All to report on all customers in the list.
- (Optional) If you are using multiple locations,
select Show location information. Click Select Locations.
- (Optional) If you are showing location information, you can now select the Group by location option.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
What do you want to do?
Change the presentation of this report in the report viewer
Print this report
View detailed information
about a specific part of this report
Open this report
in Microsoft Excel
Export this report
to another format
Change
your default printer settings for reports
Refresh this report