Running the Customer Sales Comparison by Period Report

Use the Customer Sales Comparison by Period Report to evaluate your customers according to their sales. The report lists the sales, gross profit dollars and gross profit percentage information for the period defined and for the same period in the previous year:

The report also shows the variances between the two periods. If a customer account has been reassigned to a new salesperson, then all sales history is credited to the newly assigned salesperson for the purposes of this report, because it is based on a customer level.

Note: If you select a customer that is a parent customer, or has dependent customers, the system displays information for the parent customer and all its dependents.

To run the Customer Sales Comparison By Period Report:

From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales Comparison by Period to display the Customer Sales Comparison By Period Report window.
In the Customer Home Branch/Territory field, enter the home branch or territory of customers to include in this report. To include all branches and territories, enter ALL.
In the Sales Branch/Territory field, enter the branch or territory for which to calculate sales amounts on this report. To calculate sales amounts for all branches and territories, enter ALL.
In the Start Date field, enter the first date of the period for which to include sales in this report. By default, the system uses January 1 of the current year. This field supports variable dates.
In the End Date field, enter the last date of the period for which to include sales in this report. By default, the system populates the field with today's date. This field supports variable dates.
Complete the following fields, as needed:

Field	Description
Salesperson	Limits the data to customers assigned to a specific sales representative.
Salesperson Type	Limits the data to a specific sales department. The default value is Outside.
Price Line	Limits the data to a specific price line. To include all price lines on the report, leave the field blank. To run the report for multiple price lines, use the Multi button to display the Price Line Selection window. Multi displays in the Price Line field.
Product Status	Limits the data to a specific type of product. To include all products regardless of status, enter ALL. To run the report for multiple product statuses, use the Multi button to display the Product Status window. Multi displays in the Product Status field.
Sort By	Sorts the data on the report by a specific column or group of columns. Valid values include: Salesperson - This is the default value. Customer Salesperson/SelCode Salesperson/Line
Report Currency	Displays sales in a currency other than your company's base currency.
Suppress Zero Sales	To exclude customer accounts with no activity from the report.

In the Directs area, indicate whether to include, exclude, or list only those customer sales that shipped directly from a vendor.
In the Misc Charges area, indicate whether to include, exclude, or list only those customer sales for which miscellaneous charges exist on the invoice.

Note: The system checks to see if the product sold has the product status set to Misc Charge in the product file.

Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.