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 |
|
| Roll up to Root Customer | Yes, No | Based on this parameter, result will either be displayed per individual customer department or rolled into Root Customer. |
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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