Sales Comparison Report

With the Sales Comparison Report, you can compare sales that occurred in up to four different date ranges. These date ranges can be selected at random or they can be a series of weeks, months, quarters, or years.

To generate a Sales Comparison Report

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Sales Comparison Report and click Launch. The Sales Comparison Report screen appears.

3. Select the date ranges you want to compare from the pop-up calendars. To compare three date ranges, select the Include check box for Optional Date Range 1. For four date ranges, select the Include check boxes for both Optional Date Range 1 and Optional Date Range 2.

4. Choose which customers you want to include on the report by doing the following as needed:

For a single customer, click Customer Name and look up the customer. For more information, see Looking Up a Customer.
For one or more customer types, click Customer Type. Then select one or more types from the list that appears.

Note: For multiple types, press Ctrl while you select each type.

For customers assigned to a specific salesperson, click Salesperson and select a name from the list that appears.
For all customers, leave the Customer Name, Customer Type, and Salesperson fields blank.

5. Choose which items you want to include on the report by doing one of the following:

For a single item or a group of items, click Inventory and look up the item or items. For more information, see Looking Up Inventory Items.
For all items, disregard looking up any inventory.

6. To organize items retrieved by the report, do the following:

a. Select the main method of grouping the items from the Primary Group drop-down list.

b. Select an additional grouping method from the Secondary Group drop-down list if needed.

Note: Disregard the Name, Sales, and GP options for each group.

7. Set the display options for the report:

a. To include item descriptions and vendor part numbers, leave the Show Description and Show Detail check boxes selected. For item totals only, clear the check boxes.

b. Select a sorting method from the Sort Detail drop-down list.

c. To display the sort detail from highest to lowest, select the Descending check box. Otherwise, leave the check box clear.

8. Click Print. The Report Window opens.

9. Print the report and close the Report Window.

10. Close the Sale Comparison Report screen.