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Standard AQ - Quarterly Sales by Fiscal Year

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 Report Description

A breakdown of quarterly sales by fiscal year. This report provides a good summary of total sales, total hours, and gross profit during a specific quarter in a fiscal year. The report includes data from any Transaction Splits if there is data in the ConfigTransactionSplitPlan table, otherwise data comes from transactions.

 

 

Parameters

Parameter Name

Options

Description

Branch (Transaction)

All available branches

 

Date Type

Accounting Period Date, Invoice Date & Week Worked Date

 

Fiscal Year Start Date

 

 

Fiscal Year End Date

 

 

Line of Business

List of Customer Type from Sales Info

 

 

 Report Fields

Field Name

Description

Branch Name

Branch name from Transaction Split

Year ID

Year part of accounting period date of transaction

Month_Quarter

Quarter of accounting period date of transaction

Customer

Shows bill to name of transaction

Department

Shows department of customer

Total Bill

Sum of TotalBill from Transaction Split

Bill Amount

Sum of BillAmount from Transaction Split

GP Adj Bill

Sum of GPAdjustmentBill from Transaction Split

Total Sales

Sum of BillAmount + GPAdjustmentBill

Total Hours

Sum of BillTotalHours from Transaction Split

Gross Profit

Sum of GrossProfit from Transaction Split

Line of Business

Shows Customer Type form Sales Info


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