Running the Customer Sales Ranking Report

This report lists customers in descending order by selection criteria. It can be run for a single salesperson or for all salespeople in your company. The report can be sorted by salesperson or by customer. The ranking is based on year-to-date sales dollars or gross profit dollars.

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.

To run the Customer Sales Ranking Report:

From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales Ranking to display the Customer Sales Ranking Report window.
In the 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.

Note: If a customer has not been assigned a home branch, that customer is ranked against other customer who have not been assigned a home branch. The null branch is listed first followed by the other customers without home branches in alphabetical order.

In the Sales Branch/Territory field, enter the branch or territory for which to rank customers on this report. To rank customers for all branches and territories, enter ALL.
In the As of Date field, enter the date as of which to compare sales. The system populates this field with the current date, but you can change it, if needed.
Complete the following fields, as needed:

Field	Description
Outside Sales/ Inside Sales	Indicate which kind of sales for which you want to run the report.
Customer Level	Indicates whether to include bill-to, ship-to, or parent customers in the report. Parent includes bill-to customers and their respective ship-to customers in the report. The default value is Bill-To.
Report Currency	Displays sales in a currency other than your company's base currency.
Include Blank Home Br (Y/N)	To include customer accounts that have not been assigned a home branch click the check box.
Break on Branch (Y/N)	Indicate if you want a page break: Y - To insert a page break between each branch and rank per branch. Selecting Y prints branch totals on each page. N - To print without page breaks. Selecting N also prints grand totals print for each bill-to address.
Sort by	Sorts the data on the report by a specific column or group of columns. The default value is by Outside Sales.
Rank by	Identifies whether to base the ranking on Sales or Gross Profit Dollars. The default value is Sales.

Set options, if needed, and generate the report.