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.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type FISCAL
- Click on the Quarterly Sales By Fiscal Year Report
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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.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employer list | Use this filter to refine Employer of Transaction | |
| Region | All available Region list | Use this filter to refine Region of Transaction | |
| Office | All available Office list | Use this filter to refine Office of Transaction | |
| Roll Upto Parent Company | Yes, No | If yes, use this filter to roll data up to Root or Company level; otherwise, display data on department level | |
| Line Of Business | All available Industry list | Use this filter to refine the Company Industry | |
| Date Type | Accounting Period Date, Invoice Date, Week Worked | ||
| Fiscal Year Start Date | Use this filter to refine the Invoice Date or Accounting Period Date or Week Worked of Transaction between the Date Range | ||
| Fiscal Year End Date | |||
| Date Range | Yesterday, Today, Tomorrow, … | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Graphs/Widgets
Field Details
- Click here to go to the Sales Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Transaction Employer | Transaction's Employer | |
| Transaction Region | Transaction's Region | |
| Transaction Office | Transaction's Office | |
| Year ID | Year of the Date | If date type Invoice Date is selected Invoice Date is considered. If date type Accounting Period Date is selected Accounting Period Date is considered. If date type Week Worked is selected Week Worked is considered. |
| Month Quarter | Quarter of the Date | |
| Company | Company's Name | |
| Department | Company's Department Name | |
| Line Of Business | Company's Industry Name | |
| Total Bill | Transaction's Total Bill | |
| Bill Amount | Transaction's Bill Amount | |
| GP Adjustment Bill | Transaction's Gross Profit Adjustment Bill | |
| Total Sales | Sum of Transaction's Bill Amount and Gross Profit Adjustment Bill | |
| Total Hours | Transaction's Bill Total Hours | |
| Gross Profit Amount | Transaction's Gross Profit Amount |
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