Sales Trend Report

This report lets you compare the monthly sales for two different years. You can display trend information as numbers or as a bar graph, and group it by customer, salesperson, or manufacturer if needed.

Note: This report does not include sales of add-on items or shop-supply charges.

To generate a Sales Trend Report

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

2. Select Sales Trend Report and click Launch. The Sales Trend Report Options screen appears.

3. Select one of the following report types:

Store to generate a report of storewide sales trends
Salesperson to generate report of sales trends by salesperson

4. Select one of the following methods for organizing items on the report:

Category
Group
Neither

Note: When generating a bar graph, it is not necessary to select a means of grouping report information.

5. Select one of the following in the Display area:

Units to display the number of units sold
Dollars to display the dollar amount generated

6. Select one of the following in the Report area:

Detail to generate a report showing units sold or dollar amounts as numbers
Graph to generate a bar graph that represents units sold or dollar amounts

7. If you want to group trend information by customer, salesperson, or manufacturer, select Customer, Salesperson, or Manufacturer in the Selection area. Otherwise, go to step 9.

8. Depending on your selection in step 7, look up one of the following:

For a single customer, manufacturer, or salesperson, click the Selected Customer field, Beginning Salesperson field, or Beginning Manufacturer field and press . TireMaster prompts you to type a customer’s name or select a salesperson or manufacturer from a list.
For a range of customers or manufacturers, click the Beginning Salesperson field or Beginning Manufacturer field, press , and select a salesperson or manufacturer from the list that appears. Repeat this process for the Ending Salesperson or Ending Manufacturer fields.
For all customers, salespeople, or manufacturers, leave the fields blank.

9. Type the two years you want to compare in the Report Year and Compare Year fields.

10. If you want to disable the grouping of trend information by customer, salesperson, or manufacturer, select the Suppress Salesperson, Customer, MFG Grouping check box.

11. Click Print. The Report Window appears.

12. Print the report and close the Report Window.