Answered
Detailed Sales report by Line
We have a request from our parent company for a report that they can use for Audit.
They are looking for a Sales Detail report that lists every line on every invoice with Sales, GP etc.So it needs to include on the same line the:
- Invoice Number
- Salesperson
- Customer
- Item
- Show selling details - Qty, $Amount, Margin.
I have set up a report that just needs the Item and the Salesperson columns added. How would I do that?
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Comments
Suggest you start with the default Sales - Analyse Sales and Margins report as this is a List/Analyse style report that shows Qty, $ Sales & Margins.
Then:
- this will change the Rows from Customer to instead show ever line of every sales invoice
- use +/- cols to pick columns to Hide or to Show
- Salesperson is not currently a field on this dimension so..
- this will put a Subtotal for all sales to each Salesperson
- to see the Salesperson name on every row instead see below
- Favourite Reports - Subtotals (Group By) - https://support.bi4cloud.com/hc/en-us/articles/203162390-Favourite-Reports-Subtotals-Group-By-
Save your report to use again next month!
Thankyou. This is exactly what I needed.
Being able to build on a standard report like this saves a lot of time and provides a lot of flexibility.
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