Favourite Reports - Changing Rows (Analyze By)

The easiest way to create a new report is to find a Favourite Report that is similar to what you want and change a few dimensions to see the data how you want it.

For Example to create a Margin by Item report

  1. Open the Margin by Customer Favourite



  2. Rows are determined by the Analyze By Field so Click on the drop down arrows in the Analyze by field. Choose Items to see Margin by Item or pick any of the many other options e.g. State, Salesperson, Referral Source etc.




  3.  You now have a Margin by Item report.




  4. Save the new Favourite, give it a name and it will be there for you to use again and again.

 

 

 

 

 

 

 

 

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